GENERAL CUSTOMER QUESTIONNAIRE Art Dannecker of the Westfield Companies developed this customer questionnaire for use by Westfield agencies: CUSTOMER QUESTIONNAIRE 1. From a personal ...

MORTGAGE REDEMPTION DISABILITY Dear (Customer Name): You have shown good judgment by purchasing a policy to ensure that your mortgage will be paid if you should happen to die prematurely. In reviewi...

MORTGAGE-FREE HOME PROTECTION PROGRAM A 'MORTGAGE-FREE' HOME Dear (Customer Name): We talk to many clients who are concerned about the mortgage of their homes should they suddenl...