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RIA FACT FINDER

Firm Name(Required)

Main Contact(Required)

First Last

Main Contact Phone

Main Contact Email

Are you a Broker Dealer?(Required)

Yes

No

Broker Dealer Affiliation(Required)

Clearing Firm(Required)

Aggregation Software(Required)

Assets Under Management(Required)

Number of Advisors(Required)

Number of Support Staff(Required)

Financial Planning Software(Required)

Currently Selling Annuities(Required)

Yes

No

Selections(Required)

VA

RILA

FIA

Fixed/MYGA

Annual Premium for Annuities

$0 - $5mm

$5- $10mm

$10 - $20mm

$20mm +

Currently Selling Life Insurance(Required)

Yes

No

Selections(Required)

IUL

Whole Life

LTC

Annual Target for Life

$1 - $100k

$100k - $500k

$500k +

Current IMO(Required)

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.

CONNECT WITH QUANTUM

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

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