Pre-Application Questionnaire

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The purpose of this form is simply to gather information to help complete an application for disability or life insurance - it is not an application. If you apply for insurance you may be asked additional or different questions. Once you have completed this form, your agent will use the information requested in this pre-application questionnaire to help prepare your formal e-Application, which requires your review and authorization before being submitted to the insurance company, a separate secure link will be sent to you when this process is complete. Your agent may contact you with questions.

Insured Information

Previous Address

Current Employer Address

Fraud Statement

Any person who knowingly presents false or fraudulent information to obtain or amend insurance coverage or to make a claim for the payment of a loss is guilty of a crime and may be subject to fines and confinement in state prison.


Justin Budnick
(860) 874-8700
Email me

We value your privacy. Due to the confidential nature of the questions being asked, we limit the amount of time that we maintain your information. Once you complete the questionnaire, your answers are delivered securely to your agent, who will complete your official application and send to you securely for your review and signature.

Please call your agent, Justin Budnick at (860) 874-8700 with any questions. Thank you for working with us on your coverage.

Certified Financial Services is an independent agency authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries, and is not an affiliate or subsidiary of Guardian. The Guardian Logo is a registered service mark of Guardian, used with permission.

2021-124389 (Exp. 8/24)