This questionnaire collects information required to prepare an insurance application and is not a final application for coverage. A Set for Life Insurance advisor will upload the information into an e-application for your review and authorization before submitting it to an insurance carrier. You may be asked to provide additional information at that stage. We handle all provided information confidentially using secure systems and use it solely to secure insurance coverage. We do not retain sensitive data beyond the period required to complete this process.

For purposes of this section only, Earned Income means the income you are required to report to the Internal Revenue Service (“IRS”) for income tax purposes. This includes W-2 wages, salary, bonuses, your share of net business income, and all other compensation you received for work or services.