Polizzi Agency, Rochester, New York

New York and Florida State Residents Only, Please.


Contact Information

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Name
Address
City State Zip Code
Daytime Phone Evening Phone
Email Address
Best Time to Call

I was referred to this web site through:
Product Brochure
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Internet Resource / Search Engine
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E-mail or Online / Banner Advertisement
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Complete all other sections of interest. Please note that many on-line quoting systems do NOT qualify the health and other personal cirsumstances of respondents. The more details you provide us with, the better we will be able to serve you.


Life Insurance

Contact me regarding the following type(s) of life insurance:

Term Life: 5-Year 10-Year 15-Year 20-Year 25-Year 30-Year
Universal Life Variable Universal Life
Whole Life Guaranteed Issue Life Survivorship Life

Amount of Insurance

Date of Birth Male Female Tobacco User Non-Tobacco



Disability Insurance

Contact me regarding disability insurance.

I have group disability insurance through an employer or association.
Yes No Don't Know

If yes, indicate the type of group disability insurance (check all that apply):
State Mandated Short-Term Disability
Group Short-Term Disability - dollar amount per month or percentage
Group Long-Term Disability - dollar amount per month or percentage

I have an individual disability insurance policy.
Yes - dollar amount per month
No

Yearly Income

Occupation

Describe Job Duties


Date of Birth Male Female Tobacco User Non-Tobacco



Long-Term Care Insurance

Contact me regarding long-term care insurance.

I am a member of a group or association that has a discount program.
Yes No Group is Interested

If yes or interested, provide Group / Association / Employer Name:

I am interested in the New York State Partnership for Long-Term Care Program.
Yes No Not Sure

Date of Birth Male Female


Also provide information for my spouse.

Spouse's Name

Date of Birth Male Female



Retirement, Education and Financial Planning

Contact me regarding investments to meet the following goal(s):

Retirement
(please specify a product)
Traditional IRA Roth IRA Variable Annuity Fixed Annuity Not Sure

Education
(please specify a product)
Education IRA College Savings Plan (section 529 of Internal Revenue Code) Not Sure

Home Purchase or Other Future Goals
(please a specify product)
Mutual Funds Annuity Not Sure



Comments / Questions





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Products and agency services may not be available in all states. Stephen M. Polizzi is licensed for life, health and variable annuity products in the states of New York and Florida.

Securities offered through Peak Brokerage Services, LLC. Investment Advisory Services offered through Blackridge Asset Management, LLC. Stephen M. Polizzi Agency is a separate and independent entity from Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Member FINRA / SIPC.

Check the background of this investment professional on FINRA's BrokerCheck >>

Polizzi Agency, Rochester, New York

Term Life Insurance | Universal Life Insurance | Variable Universal Life Insurance | Whole Life Insurance
Survivorship Life Insurance
| Disability Insurance | Long-Term Care Insurance | Annuity | Mutual Fund | IRA
SEP-IRA
| Buy-Sell Funding | Key Employee Insurance | Group Employee Benefits | Retirement Plans
Online Term Quotes
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Copyright © 1998-2018 Stephen M. Polizzi Agency, Rochester, New York