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Gross Insurance Agency, Inc.
26 North Ft. Thomas Avenue
PO Box 75249
Ft. Thomas, KY 41075-0249
Phone: 1-859-781-0434
Fax: 1-859-781-1780
E-Mail us at: Gross_Ins@yahoo.com


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On-Line Retirement Services
Quotation Form
One Simple Form - takes only 2-3 Minutes!


Your Personal Data

Your Name:
Street Address:
City:
State: (Must be Kentucky)
Zip Code:
E-Mail (REQUIRED):
E-Mail again for accuracy:
Phone:
Fax (optional):
 
Marital Status:
Single Married
Do You Own Your
Own Business?

Yes No
 
Health Ins. Currently?
(If yes, list carrier, and # of years
continuous. If none, type N/C)


UNDERWRITING INFORMATION
 
Insured Name: Birthdate:
Insured Height: Insured Weight:
Insured Occupation: Hazardous Activities? (if yes, describe):
Sex (M/F): List children's
ages to be covered
Be as specific as you can on the underwriting questions below so we may find the most competitive product for you!
Do You use tobacco? Yes No Describe usage (cigar, cigarettes, etc.)
 
Any Pre-existing Health Conditions?
(If yes, descibe in detail, and to which of the insured persons they apply.)
 
Any Covered Persons Currently Taking Medication of Any Kind?
(If yes, descibe in detail, and to which of the insured persons they apply.)


COVERAGE INFORMATION
 
Check the Kind(s) of Plans You Are considering:
Retirement Plan
401K Plan
IRA (Retirement) Plan
Annuity Savings Plan
Other Type of Pension Plan (describe in remarks)
 
How Much do Your have to Invest Monthly?
(so we may present to you the best investment options.)
$ per month.
 
Tell Us What You Want MOST in your Retirement or Pension Plan, 401K, or Annuity Plan, or list any other Remarks here:


Send my quotation via: E-Mail Fax
Regular Mail
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Thank you for filling out this form COMPLETELY!

We value your input as PRIVATE information. Every step has been taken to insure your privacy, security, and our intent is to release quote information only to you. We will not give your data to ANY other person or group for sales, marketing, or ANY other purposes. By checking the box below you agree to allow our agency to release this information via the method you have chosen, and to release us from any liability should this information be accidentally viewed by others. Our intention is to maintain your complete privacy.

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Retirement Plan Quote NOW!


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