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Davevic Financial & Pension Services
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Health Quote
*Name
First Last
*Birthday
DOB (mm/dd/yyyy)
Gender
Male Female
Street
City
Zip
*Phone Number
(5555555555)
Spouse Name
Birthday (mm/dd/yyyy)
Children
Yes, ages if so.
*Desired Benefits
Select Deductible No Deductible $250 Deductible $500 Deductible $1000 Deductible High Deductible
HSA refers to a Health Savings Account. Generally, deductibles higher than $1000 are H S A compatible; however, it is not mandatory to set up an HSA with your high deductible health plan if you do not wish to do so.*
Tobacco Usage
Have you ever used tobacco or nicotine products (ie.Patch/gum)?
Yes No
If yes, provide details regarding type/frequency of use, and dates of use (i.e. 2000-present)*
Any known medical conditions or regular medications?
Agent Information
Name
Telephone
EMail
Asterisk (*) indicates required field. Declaration: I confirm all the statements and particulars given above are true and that I have disclosed all the facts relating to myself.