EZ FINANCIAL
An Easy Ways to Profit Company
Client Intake
EZ Financial

Easy Insurance
Client Intake.

A simple, secure way to gather everything we need to help get your coverage in place.

01

Client Information

Let's start with the basics.

02

Physical Information

Quick client basics.

03

Medical

Keep the client's details together.

Easy Medical Questions

Quick health questions — select all that apply or answer yes / no.

Have you ever been diagnosed, treated, tested positive for, or been given medical advice by a member of the medical profession for:

Select all that apply.

Are you currently:

Select all that apply.

Has a member of the medical profession indicated that your life expectancy is 12 months or less, or recommended you be added to a transplant list?

In the past 5 years, have you attempted suicide?

Have you ever been diagnosed, treated, tested positive for, or been given medical advice by a member of the medical profession for:

Select all that apply.

In the past 5 years, have you been diagnosed, treated, tested positive for, or been given medical advice by a member of the medical profession for:

Select all that apply.

In the past 10 years, have you been diagnosed, treated, tested positive for, or been given medical advice by a member of the medical profession for:

Select all that apply.

Have you ever been diagnosed, tested positive for, or been given medical advice by a member of the medical profession for: Acquired Immune Deficiency Syndrome (AIDS) or Human Immunodeficiency Virus (HIV)?

In the past 12 months, have you been confined to a wheelchair or used supplemental oxygen (except in the case of a temporary condition immediately following injury or medical treatment not to exceed 3 months time)?

In the past 12 months, have you been hospitalized more than 2 times (excluding childbirth)?

In the past 6 months, have you been advised by a member of the medical profession to have any tests, surgery, or hospitalization (except for those related to HIV or AIDS), which have not been completed — or are you waiting for a medical diagnosis or the results of medical tests or procedures?

04

Beneficiary

Who should receive the benefit?

05

Private Information

Sensitive application details.

Private information

Only the last 4 digits of the SSN are needed — never the full number.

Client summary copied.

EZ Financial

Protecting What Matters Most.

At EZ Financial, we believe every family deserves the opportunity to have the protection they need in place. Life can change unexpectedly, and preparing today can help provide greater security, stability, and peace of mind for the people you love most.

Thank you for trusting us to be part of protecting your family and your future.

EZ Financial
Protection today. Peace of mind for tomorrow.