Creative Questionnaire - The Quantum Group

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Step 1 of 8

12%

BACKGROUND INFO

Name

First Last

Company Name

Title

Designations (ie. MBA, CPA, CFP)

State License # (if applicable)

Number of Locations

Office Phone (If you have more then one location please provide all locations)

Cell Phone

Fax

Website URL

Main Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Additional Addresses

Street Address

Unit

City

State

Zip

Shipping Address (Do you want anything we ship to you to be sent to a different address?)

Separate shipping addressIf you would like us to send anything we ship to a different address please check this box and fill out the additional fields.

Shipping Address (if different than primary)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Compliance Disclosures (if requried)

Print Disclosure

Video Disclosure (if different)

Email Disclosure (if different)

MEMBERSHIPS

Are you a member of:

BBB

National Ethics Bureau

Society of Certified Senior Advisors

Include your logos for the organizations you belong to

Drop files here or

Max. file size: 200 MB.

BRANDING

Your Tagline

Do you want your tagline included in your logo?

List 5 words that describe how you want your target audience to perceive you.

Can we display your logo in a single color if necessary, such as black or white?

Yes

Do you have specific images you want to incorporate in your logo?

Please include any images at least one (preferably 2-3) logos that appeal to you.

Upload Files

Drop files here or

Max. file size: 200 MB.

URL's

If you currently do not have a brand guide please use these color pickers to give us an idea of the colors you would like.

1st Color Choice

ColorPick color

2nd Color Choice

ColorPick color

3rd Color Choice

ColorPick color

4th Color Choice

ColorPick color

Please add anything you feel would help us create the look and feel of your brand.

WEBSITE

One sentence that defines your practice

Contact Email

Is there custom content that you would like included?

Yes

Do you want to use content from your current website?

Yes

Your Domain

Domain Host URL

User ID

Password

Social Media

Facebook

Twitter

Google+

Any Others

Do you need Social Media Management? (LinkedIn, Facebook, Instagram)

Yes

WEBSITE

List 3 sites you love

List 3 sites you dislike

Would you like your site to feel:

Family/Community Oriented

Corporate/Clean

Is there any custom content you will need assistance in writing?

Yes

Would you like to include a monthly blog on your site?

Yes

Do you have bios written for all of the staff you would like to highlight on the site?

Yes

Do you have head shots?

Yes

Upload Bios Here

Drop files here or

Max. file size: 200 MB.

Upload Headshots Here

Drop files here or

Max. file size: 200 MB.

Do you host events you would like to promote on your website?

Yes

VIDEO

Do you have a company YouTube channel you would prefer your videos be uploaded to?

Yes

YouTube Channel Link

User ID

Password

CONTACT US

Toll Free: 800.440.1088
Voice: 480.949.1088
Fax: 480.949.2427

18700 N. Hayden Rd., Suite 310

Scottsdale, AZ 85255

The Quantum Group® provides marketing, distribution, training, and support services for annuity and insurance products offered through licensed insurance carriers to financial professionals.

The Quantum Group, USA, LLC, an Arizona limited liability company. In CA, d/b/a Quantum Distribution & Insurance Services LLC. License # 0M85682. The Quantum Group, USA, LLC. is licensed in all states except Alaska and New York.

For producer use only.