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ADVISOR QUESTIONNAIRE
First & Last Name
How Long Have You / Your Firm Been in Business?
Number of Employees in Your Office?
Number of Advisors?
What current licenses do you hold?
Life & Health
Series 7
Series 65
(Check all that apply)
Who is your IMO
YTD Annuity Production
YTD Life Target Premium
Who is your Broker Dealer?
Who is your RIA
Total Assets Under Management
Total Assets Under Advisement
Do you currently utilize Annuities?
Yes
No
How do you use them?
Fixed Income Alternative
Safe Accumulation
Guaranteed Lifetime Income
Legacy/Estate Plan
Other
IMO/FMO/Broker Dealer/RIA
What is the greatest strength of your business?
What is the greatest weakness of your business?
General Information
How much FIA business did you do last year?
How much AUM did you gather last year?
How much AUM do you have?
How much life insurance business did you do last year? (target premium)
Marketing/ Client Acquisition
How do you get in front of clients?
Seminars / Workshops
Radio
TV
Referrals
Lead Generation
Client Appreciation Events
How many leads from Seminars/Workshops per month?
How many leads from Radio per month?
How many leads from TV per month?
How many leads from Referrals per month?
How many leads from Lead Generation per month?
How many leads from Client Appreciation Events per month?
Are you interested in:
A Brand Refresh
New PR Strategies
Practice Management
Client Acquisition
What is your current Marketing Budget?
Name
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Home
Our Story
Ron Shurts
Meet the Team
Our Services
Integrated Business Development
Insurance Solutions
Strategic Marketing & Client Aquisition
Streamlined Operations & Technology
Advanced Planning & Portfolio Solutions
Additional Resources
Blog
FAQs
Careers
Contact
Advisor Login
Kyle Pesch
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Kayden Meyersick
View Profile
Windy Nash
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Janae Bonner
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Lauren Edwards
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Stephanie Smith
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Kyle Pesch
VP of Advisor Development
Kayden Meyersick
Director of Business Development
Windy Nash
Senior Account Manager
Janae Bonner
Director of Advisor Relations
Lauren Edwards
Senior Account Manager
Stephanie Smith
Senior Account Manager
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