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RIA FACT FINDER
Firm Name
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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)
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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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