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ADVISOR OVERVIEW
First & Last Name
*
Email
*
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)
Email
This field is for validation purposes and should be left unchanged.
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Kyle Pesch
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Kayden Meyersick
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Windy Nash
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Lauren Edwards
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Janae Bonner
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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
Lauren Edwards
Senior Account Manager
Janae Bonner
Director of Advisor Relations
Stephanie Smith
Senior Account Manager
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