Wisconsin Wealth Transfer | Estate Services

Wealth Transfer is a major goal of Estate Planning for seniors for preserving and passing their hard earned accumulated assets to their heirs. That’s why many seniors use Life insurance trusts as an effective wealth transfer tool for protecting their Estate upon death.

For more information about Life insurance trusts, please consult with a professional Midwest Senior Select, Inc. representative at:

262-241-3662 or 800-251-3662

Or, please complete the following form, and submit your information. You will be contacted by one of our authorized licensed Life insurance representatives to answer any questions and give you comparison quotes with several Life insurance companies.

Name*
First Last
Email*
Home Phone
Day Time Phone
Address*
Street Address Address Line 2 City State ZIP Code
Quote Information
Who is this quote for?*
Has the applicant ever been declined or rated for life insurance?*
- Yes
- No
Applicant Information
Age*
Gender*
Smoker/Non-Smoker*
Marital Status*
Insurance Type*
Insurance Amount*
Term Length (if applicable)*
Brief Health Survey
Do you take any medication?*
- Yes
- No
Please list any medications or health issues.
Please list any general comments, questions, or concerns.

Wealth Transfer

For more information about Life insurance trusts, please consult with a professional Midwest Senior Select, Inc. representative at:

262-241-3662 or 800-251-3662

Quote Information

Applicant Information

Brief Health Survey