Forms, questionnaires, and tools to help you get started.
Everything you need in one convenient place.
Downloadable Forms & Questionnaires
Download these helpful forms and questionnaires to help us better understand your needs and provide you with the most appropriate coverage options. Take your time to complete them thoroughly—the more information you provide, the better I can serve your needs.
Long Term Care Questionnaire
This comprehensive questionnaire helps us understand your long-term care insurance needs, health history, and coverage preferences.
What's included:
- Personal and family health history
- Current coverage information
- Coverage preference questions
- Financial planning considerations
Trial Application
Complete this trial application to help us provide you with accurate quotes and coverage options tailored to your specific situation.
What's included:
- Basic personal information
- Coverage amount preferences
- Health screening questions
- Beneficiary information
How to Use These Forms
1. Download the Form
Click the download button above to save the PDF to your computer. You can then print it or fill it out digitally if your PDF reader supports form filling.
2. Complete Thoroughly
Take your time to answer all questions as completely and accurately as possible. The more information you provide, the better I can serve your needs.
3. Submit Your Completed Form
You can submit your completed form by:
- Email: David.Ion@insuranceonramp.com
- Mail: 2106 9th Street, Los Osos, CA 93402
- Phone: (805) 528-4358 to schedule an appointment
4. Follow Up
After reviewing your questionnaire or application, I'll contact you to discuss your options, answer questions, and provide personalized recommendations.
Additional Resources
Here are some helpful external resources for insurance and financial planning. These government websites and official sources provide valuable information to help you make informed decisions.
Need Help?
If you have questions about any of these forms or need assistance completing them, don't hesitate to reach out. I'm here to help guide you through the process and ensure you get the coverage that's right for you.
Call or Text
(805) 528-4358Office
2106 9th StreetLos Osos, CA 93402