of Sussex, Wisconsin
262.246.6868 jimstein@associnscenter.com
(licensed in Wisconsin, Illinois, Michigan & Minnesota)
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Medical Insurance
Major Medical - Permanent or Short Term

So, you want "some good health insurance". We need to get some details about the plan you have or are interested in, because it will only be as "good" as your first/next claim for coverage. And, when you file a claim is the worst time to find out how "good" it is. So, what do you have/want?


Contact information
Please complete the follow information so we can contact you with the information you requested.
First Name Last Name Middle
Address City State Zip
Phone Best time to call: E-Mail

About Your Medical Needs
Fill in as much or as little as you please, we will call to better understand your needs
Current insurance expires    or Check here if you Currently Have No Insurance
What type of insurance fits your preference?
  Plan A: (Higher Priced)

$35 Office Co-Pay with       $500 In-Patient Deductible; $1,000 In-Patient Deductible
$45 Office Co-Pay with       500 In-Patient Deductible; $1,000 In-Patient Deductible

Co-insurance 80%-20% 70%-30% 60%-40%
PPO non-PPO

Other combinations available - describe yours:

Plan B: (Less Expensive)

High deductibles - $1,000 $1,500 $2,000 higher?
Co-insurance - 100% 80% other?
PPO Non-PPO

TAX-advantaged:

Health Savings Account Low deductible High deductible
PPO Non-PPO

Now, A Little More About The Insureds
Fill in as much or as little as you please, we will call to better understand your needs
Primary Insured:
First Name Last Name Middle Gender
Date of Birth mm/dd/yy Height Weight
Smoke? Yes No

Describe ANY health problems-


2nd Insured:
Relationship to Insured:
First Name Last Name Middle Gender
Date of Birth mm/dd/yy Height Weight
Smoke? Yes No

Describe ANY health problems-


3rd Insured:
Relationship to Insured:
First Name Last Name Middle Gender
Date of Birth mm/dd/yy Height Weight
Smoke? Yes No

Describe ANY health problems-


Target month
If an employer group plan, note here & e-mail us

Miscellaneous Comments & Requests:

 

 


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