Insure The Wealthy.com
 

Applicant Information
Tell us about yourself
Name:
Mailing Address:
City: State: Zip:
Phone: Fax:
Email:
Requested Coverages:
Home Auto Jewelry Aircraft Watercraft
Collections Umbrellas Kidnap/Ransom Life


Residence | Guest | Vacation | Auto | Jewelry | Aircraft | Watercraft | Umbrella

Primary Residence
Primary Residence
Number of Homes?  
Address:  
City:    State:   Zip: 
Country:  
County:  

Rooms Etc
  No. of Stories   No. of Rooms
  No. of Bedrooms   No. of Baths
  No. of Garages   No. of Pools
  No. of Guest Houses   No. of Athletic Courts
  No. of Exercise Rooms   No. of Basements
  No. of Other Bldgs

Construction
Home Construction Roof Construction
Wood/Stucco Composition
Brick/Masonry Wood
Other Tile
Metal
Other

Age, Size, Renovations
Year Built   Square Feet   Insured Value  
 
Year of renovations if home older than 2o years?
Heating & Air   Plumbing   Electric
 
Deductible

Details
Is home in your name or a trust of some form?
Do you rent out your home when not using it?
Is home within city limits?
Is home located on more than 5 acres?
Have you lived in home more than 3 years?
Is home mortgaged?
Is home located in a gated community?
Is home privately gated itself?
Does home have fire & theft alarm?
Does security system include cameras?
Do you have on-site security guards?
Does home have under roof fire sprinkler?
Is home undergoing renovation or building?
Do you own any other homes or residences?
Does your pool have a diving board or slide?
Do you own any exotic pets or animals?
Do you have a trampoline?
Do you operate a business from home?
Do you need a flood quote included?
Do you need an earthquake quote included?
Question/Comment/Additional Information:


Residence | Guest | Vacation | Auto | Jewelry | Aircraft | Watercraft | Umbrella

Guest Home
Guest Home
  No. of Stories   No. of Rooms  
  No. of Bedrooms   No. of Baths  
  No. of Garages  

Construction
Home Construction Roof Construction
Wood/Stucco Composition
Brick/Masonry Wood
Other Tile
Metal
Other

Age, Size, Renovations, Occupants
Year Built   Square Feet   Insured Value  
 
Year of renovations if home older than 2o years?
Heating & Air   Plumbing   Electric
 
Who regularly occupies this dwelling?
None   Employee   Family   Other
Question/Comment/Additional Information:


Residence | Guest | Vacation | Auto | Jewelry | Aircraft | Watercraft | Umbrella

Vacation Home
Vacation Home Location
Address:  
City:    State:   Zip: 

Rooms Etc
  No. of Stories   No. of Rooms
  No. of Bedrooms   No. of Baths
  No. of Garages   No. of Pools
  No. of Guest Houses   No. of Athletic Courts
  No. of Exercise Rooms   No. of Basements
  No. of Other Bldgs

Construction
Home Construction Roof Construction
Wood/Stucco Composition
Brick/Masonry Wood
Other Tile
Metal
Other

Age, Size, Renovations
Year Built   Square Feet   Insured Value  
 
Year of renovations if home older than 2o years?
Heating & Air   Plumbing   Electric
 
Deductible
 
Do you rent out this property when it is not in use?
Question/Comment/Additional Information:


Residence | Guest | Vacation | Auto | Jewelry | Aircraft | Watercraft | Umbrella

Autos
Autos
  No. of Autos   No. of Classic Cars   No. of Travel Vehicles
  No. of Motor Cycles   No. of ATV's (4-wheelers)   No. of Dirt Bikes
  No. of Golf Carts   No. of Snowmobiles   Other Vehicles

Previous address (If less than 3 at current)
Address:  
City:    State:   Zip: 

List Automobiles
Year Make/Model VIN# Cost New Who Drives Lienholder

Drivers
Name Gender Birth Date License # Tickets Accidents Career

Drivers
Do you own any vehicles or car collections that are not garaged at your home addrss?
Any driver in household not listed on application ?
Do any drivers live away from home (ie. college students)?
Do any vehicles have any damage (ie. glass damage)?
Do any vehicles have special modifications?
does any driver have special credits that may apply to them?
*** we will call you for social security number for prior claims
*** we will call you for further details of your classic autos when necessary
Question/Comment/Additional Information:


Residence | Guest | Vacation | Auto | Jewelry | Aircraft | Watercraft | Umbrella

Jewelry
Jewelry and Collections
Is jewelry over $50,000 in value kept in safety deposit box not at home?
Is jewelry typically kept in safe or vault at home?
Do you use your golf equipment during travel?
Do you own special cameras or photography equipment?
Do you own specially valued musical instruments?
Do you own specially valued silverware or dinnerware?
Do you own specially valued stamps or coin collections?
Do you own specially valued guns or rifles?
Do you own household paintings or art to be scheduled?
Do you keep diamonds or loose precious stones at home?
Do you keep silver or gold bullion, coints or bars at home?
Do you typtcally keep more than $20,000 in the safe at home?
Have you had any personal property claims in the last 3 years?
Do you own anything else of value that might need to be listed?

Collection Details
Detailed Description of Property to be Insured # Yrs Owned  Value 
1      
2      
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*** Please use approximate appraised values . Be sure to include daily items (Watches, etc.).
*** Actual appraisals not needed for values less than $25,000 unless specifically requested.
Question/Comment/Additional Information:


Residence | Guest | Vacation | Auto | Jewelry | Aircraft | Watercraft | Umbrella

Aircraft
Aircraft
Aircraft Owned: Personally     Business  
Purpose of Use: Pleasure     Business/Personal     Corporate/Executive  
  Instruction/Rental     Passenger/For Hire     Other  

Aircraft Details
Year Make/Model FAA Cert No. No. Years Owned Engine Hours No. Seats Value

Aircraft Location
Aircraft is:
  Hangered     Tied down outside
Located at:
  Private     Public
Name of Airport:
 
Aircraft is:
  Owned without lien     Subject to lienholder
Name and Address of lienholder:
     Amount Owed

Pilot Information
Name Age Ratings Total Hrs Hrs this Plane Hrs Retr Gear Hrs last 12 Mos
Question/Comment/Additional Information:


Residence | Guest | Vacation | Auto | Jewelry | Aircraft | Watercraft | Umbrella

Watercraft
Watercraft
Watercraft Owned: Personally     Business  
Years Experience     Years as Owner

Craft Details
Type
Cabin Cruiser Houseboat Sailboat Jetboat Yacht Other
Power
Inboard Outboard Both I/O Waterjet Sail
Fuel
Gas Diesel Single Engine Dual Engine
Hull
Fiberglass Steel Wood Aluminum Other
Hull Bottom Design
Flat Round Vee Catamaran
Equipment
Radar GPS VHF Depthfinder Auto Pilot Sat/Nav
Loran Fume Detect Halon/CO2 Anti-theft

Watercraft Details
Year Make/Model Length Max Speed Yrs Owned Cost/New Current Val

Watercraft Details
Hull Identification # Engine HP Waters Navigated Boat is:
1
2

Trailer Details
Trailer Manufacturer Length Serial No Value

Misc
Docking?
Do you employ a paid captain or crew?
Is the boat chartered to others?
Is the boat used for racing?
Has your insurance ever been cancelled or non-renewed?
Question/Comment/Additional Information:


Residence | Guest | Vacation | Auto | Jewelry | Aircraft | Watercraft | Umbrella

Collections
Collections
Due to the large scope of this policy and what it can cover . we have found it easier to gather a short description of the types of collections that our clients would like to cover and then gather the additional infomrmation over the phone or in person. Accordingly, please enter a short description of the number of collections and a quick description of each so that we may have enough infomormation to customize our interview with you.

Enter collection info here:



Residence | Guest | Vacation | Auto | Jewelry | Aircraft | Watercraft | Umbrella

Umbrella Coverage
Umbrella Coverage
3 Industry survey discoveries:
Over 50% of Wealthy clients fear a lawsuit due to someone being hurt on their property
Over 75% of Wealthy clients believe they will be sued for non-profit activities
Over 70% of Wealthy clients believe their normal policy limits will be insufficient!
 
0-3 4-6 7+ How many motorized vehicles licensed for road use are owned by you or anyone in your household? (ie. cars, motorcycles, etc.)?
0-1 2-4 5+ How many residential properties are owned by you?
0-1 2-4 5+ How many watercraft (other than jet skis) are owned by you?
0