If you are interested in acquiring life insurance products, you will typically be required to provide the following information:

• Personal Information: The first step is to provide your personal information, including your name, age, gender, occupation, income, health history, lifestyle habits, and other relevant details.
• Goals and Objectives: The next step is to discuss your goals and objectives for purchasing life insurance. Are you looking for coverage to protect your family, pay off debts, or leave a legacy? Understanding your goals will help your advisor recommend the right policy for you.
• Coverage Amount: You will need to determine how much coverage you need based on your financial needs and goals. A good advisor will help you calculate your coverage needs based on your income, debts, and other financial obligations.