12401 E 43rd St. S Ste.120 Independence MO 64055
816-210-3661
"Providing legacies for a lifetime"
Things needed for Life Insurance Application
Things Needed for Application for Insurance Checklist
This will expedite the Application Process to have these items ready for the agent.
Personal Information
Social Security Numbers for
Driver's License of Insured
Self/Beneficiaries/Dependents
Banking Name and Address
Checking or savings RT/ACCT#
Date of Birth of Insured and Dependents
Health History for Insured
List of Medications taken in last year and dosage
Doctors Name/Address/Phone and date last seen
Medical Diagnosis/Date and Treatment
Other Insurance if you have a Current Policy
Name of Carrier
Policy#
Policy Amount
Date Policy was active
10 Reasons Why You Need Insurance
1. To ease the stress for loved ones
2. Pay Bills
3. To save to the family home
4. To pay for children's education
5. To protect your business
6. To secure your retirement
7. To provide a source of cash during your lifetime
8. To cover end-of-life expenses
9. To leave an inheritance
10. To give your family control over their financial future
Testimonials
Tina P
“Everyone at ALI Insurance is great AND there always responsive and available! She found us the best prices on all our insurance policies without reducing our coverage. Highly recommended.”
Brad B,
"Awesome insurance, always gave me great rates for the coverage I needed."
Monica T,
“When I worked with them they're very accommodating to the needs of my specific situation. Great communication and wouldn’t hesitate to refer others.”
Jason G,
“First I was amazed at how much money they saved me! Second, after facing some major hurdles in the last year they were beyond helpful in working with me to eliminate any fees & extra charges until I got back on my feet. It is clear they actually care about helping their customers.”
Why Us?
Why Choose an Independent Agency?
Personal Shoppers​
Take the hassle out of shopping. Let an independent agent sort through multiple insurance providers and find the best price for you
​Customer Service
No more automated recordings, with an independent agency you get to speak with an actual person
​Local Knowledge
An independent agent is involved in the community. Along with supporting local fundraisers and events, your agent also knows important local aspects such as bad weather conditions
​One-Stop-Shops
With an independent agency, you can take care of all your coverage needs at one.
Reputation
Independent agents are your friends and neighbors. They take pride in being trustworthy and reliable. Independent agents have a reputation to keep not only for themselves, but also for their family in the community
​Personalized
Independent agents aren't restricted to selling from one insurance provider, so they are able to form a customized policy for each person.
​Protection & Piece of Mind
Above all, knowing that when you save money on your insurance, it won’t come at the expense of your coverage. When it comes to protecting what is important to you, relying on an independent agent you can trust is a great place to start.
ADDRESS
12401 E. 43rd St S. Ste. 120
Independence, MO 64055
affordablelifetimeinsurance@gmail.com
TEL.816-210-3661
HOURS
MONDAY - FRIDAY 9:00am - 6:00pm
SATURDAY BY APPT ONLY
SUNDAY CLOSED