Meeting | Items To Have Prepared For Your Application Meeting

Items To Have Prepared For Your Application Meeting

Basic information about you
- Name and date of birth
- Contact information – mailing address, phone number and email address
- Your SIN, driver's license number and expiry date
- Your employment information
  - Name and address of your employer
  - Type of business
  - Nature of your occupation
- Place of birth and immigration status in Canada
  - If you are a permanent resident, we would need your date of arrival in Canada
  - If you are a temporary resident, we would need your date of arrival in Canada as well as a copy of your student/work permit

Think about who you want to name as your primary and contingent beneficiaries

Financial Information
- Annual Earned Income and other income sources
- Assets and Liabilities
- If you have declared bankruptcy in the past, we would need the date declared and date discharged as applicable

Lifestyle Information
- Details of extended travel plans if applicable
- Details about your avocations if you engage in hazardous activities or extreme sports
- Driving Offenses – dates and details of violation
- Alcohol and drug use
- Smoker status

Insurance History
- Policy Number, Issue Date, Company and Benefit Amount
- Details of any postponements, declines, ratings, restrictions or modifications in your policies
- Any pending applications with any other carrier

Depending on the amount you will be applying for, we might also need your Health Information
- Height and weight
- Family doctor’s information and details about your most recent visit to the doctor
- Family Health history ( biological parents and siblings) – diagnosis, age of onset and age at death or current age if living
- Details about any illnesses you have including date of diagnosis, symptoms, tests, surgeries and medications. Here’s a sample Health Questionnaire .

Personal Information – please refer to the Items to Prepare for Personal Policies

Owner (Basic information about you)
- Name and date of birth
- Contact information – mailing address, phone number and email address
- Your SIN, driver's license number and expiry date
- Your employment information
  - Name and address of your employer
  - Type of business
  - Nature of your occupation
- Place of birth and immigration status in Canada
  - If you are a permanent resident, we would need your date of arrival in Canada
  - If you are a temporary resident, we would need your date of arrival in Canada as well as a copy of your student/work permit

Minor Life Insured

- Insurance History
  - Policy Number, Issue Date, Company and Benefit Amount
  - Details of any postponements, declines, ratings, restrictions or modifications in your policies
  - Any pending applications with any other carrier
- Health Information

- - Height and weight
  - Family doctor’s information and details about your most recent visit to the doctor
  - Family Health history (biological parents and siblings) – diagnosis, age of onset and age at death or current age if living
  - Details about any illnesses you have have including date of diagnosis, symptoms, tests, surgeries and medications. Here’s a sample Health Questionnaire.