Life Insurance
Choosing the right kind of life insurance coverage is one of the most important financial decisions you will ever make for your family; and one size does not fit all! The team at Charter Oak - The Insurance Professionals, can help you choose wisely by sharing their knowledge and expertise on how life insurance can be used:

  • Protect your family's finances
  • Estate planning
  • Mortgage Protection Insurance
  • Business Insurance Needs
  • Term Insurance Vs. Permanent
  • Coverage Amount
  • Loans and Withdrawals

General Information
First Name *
 Middle Initial
 Last Name *
 Suffix
Street Address *
City *
 State *
 		Zip Code *
Date of Birth (Required)
 Gender *
 		Tobacco *
Height (Feet) *
 Height (Inches) *
 Weight (Pounds) *
Phone Number
 Number is
 		E-mail Address
Life Insurance Desired *
 		If Term Insurance - How many years?
 Amount of Coverage Desired (in whole dollars) *
List any questionable health issues
Additional Comments
Please give additional comments about the coverage you desire.

* Required to submit this form



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The Insurance Professionals, Inc., is owned by SCCT, LLC,
a subsidiary of Charter Oak Federal Credit Union.

The insurance offered is not a deposit and is not insured by the NCUSIF or guaranteed by your credit union.

The Insurance Professionals, Inc.
611-A Long Hill Road
Groton, Connecticut 06340
860-445-5377



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