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Accident Deductible Gap Plan
Critical Illness: Sickness Deductible Gap Plan
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About Mark McClendon
Contact
Phone: 2143428588
sales@psummit.com
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First Name
Last Name
Address
City
State
Zip
County
Cell Phone
Email
Gender
Male
Female
DOB
Best time for appointment
Do you currently have any insurance?
No
Yes
Smoke
No
Yes
Pregnant
No
Yes
Legal Status:
US Citizen
Legal Resident
In Process
Other
Marital Status
Married
Single
Number of Family Members that appear on your Income Tax Form
Are you planning to file a joint tax return
No
Yes
Dependant 1 Age
Dependant 1 DOB:
Dependant 1 Gender
Male
Female
Dependant 1 Smoker:
No
Yes
Dependant 2 Age
Dependant 2 DOB:
Dependant 2 Gender
Male
Female
Dependant 2 Smoker:
No
Yes
Dependant 3 Age
Dependant 3 DOB:
Dependant 3 Gender
Male
Female
Dependant 3 Smoker:
No
Yes
Dependant 4 Age
Dependant 4 DOB:
Dependant 4 Gender
Male
Female
Dependant 4 Smoker:
No
Yes
Are you currently working
No
Yes
W2 (Employee)
No
Yes
1099 (Self employed)
No
Yes
Household Income / Gross
Does Your Employer offer/provide Health Insurance
No
Yes
If yes, is the cost of this insurance more than 9.5% of your income
No
Yes
Please include any other informaiton: