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?

(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?

How do you use them?

IMO/FMO/Broker Dealer/RIA

What is the greatest strength of your business?

What is the greatest weakness of your business?

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)

How do you get in front of clients?

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:

What is your current Marketing Budget?

Comments

This field is for validation purposes and should be left unchanged.