Pre-Application Review
Three action items requested from each person applying with Legato for coverage in British Columbia.
Four items requested from clients living in Alberta.
Four items requested from clients living in Alberta.
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Health & Lifestyle Questionnaire (~nine mins to complete)
(Fillable PDF - Requires Adobe Reader to view and complete) Please download this Health & Lifestyle questionnaire and save to your computer using a unique file name.
Review and answer the questions. Then use the secure link provided by your licensed advisor to send the completed document to Legato. 
* Your responses help Legato know more about you and understand your insurability.
Getting To Know You Questionnaire (~ twelve minutes to complete)
(Fillable PDF - Requires Adobe Reader to view and complete) Please download this Getting To Know You questionnaire and save to your computer using a unique file name.
Review and answer the questions. Then use the secure link provided by your licensed advisor to send the completed document to Legato.
* Your responses help Legato know more about you, your family and your financial life, too.
Driver's LicenseIf you have a driver's license, please capture an image of that license.
* This information confirms your name, address, date of birth and home address to Legato. Then use the secure link provided by your licensed advisor to send the completed document to Legato. Driver's Record (Alberta clients only)
If you are 40 years of age or younger, or 70 years of age or older, please obtain your Standard Driver's Abstract for Alberta here.
* For these age groups, your driving record forms a portion of your pre-approval process with the carriers and, in the province of Alberta, only the driver is permitted to obtain their own Standard Driver's Abstract. Then send securely to Legato using the link provided by your licensed advisor. Note - the secure upload Box.com link can be used multiple times. |
Download Adobe Reader here
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If you have any questions or concerns, please contact your licensed advisor at Legato to discuss further.
Contact Don Anderson
Legato's licensed advisor in British Columbia and Alberta
email: [email protected]
Contact Don Anderson
Legato's licensed advisor in British Columbia and Alberta
email: [email protected]
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