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ADVISOR OVERVIEW

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Name

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

Name*

First Last

Email*

Phone*

Length of Time You / Firm Has Been in Business

Number of Employees in Your Office

Number of Advisors

Current Licenses Held

Life & Health

Series 7

Series 65

(Check all that apply)

Name of Your Broker Dealer

Name of Your RIA

Total Assets Under Management

Assets Under Management Gathered this Year

Assets Under Management Gathered Last Year

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

Name of Your FMO

Greatest Strength of Your Business

Greatest Weakness of Your Business

General Information

Amount of FIA Business Last Year*

Please enter a number greater than or equal to 1.

Amount of FIA Business This Year*

Please enter a number greater than or equal to 1.

Total Life Insurance Business Last Year (Target Premium)*

Please enter a number greater than or equal to 1.

Marketing / Client Acquisition

Method(s) Used to Get In Front of Clients

Seminars / Workshops

Radio

TV

Referrals

Lead Generation

Client Appreciation Events

(Check all that apply)

Leads from Seminars/Workshops Per Month

Leads from Radio Per Month

Leads from TV Per Month

Leads from Referrals Per Month

Leads from Lead Generation Per Month

Leads from Client Appreciation Events Per Month

Marketing / Programs that Interest You

A Brand Refresh

New PR Strategies

Practice Management

Client Acquisition

(Check all that apply)

Current Marketing Budget (monthly)

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.

© 2025 The Quantum Group, USA, LLC.

CONNECT WITH QUANTUM

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Home
Our Story
- Ron Shurts
Meet the Team
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- FAQs
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Contact
Advisor Login

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