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RIA FACT FINDER
Firm Name
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Main Contact
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First
Last
Main Contact Phone
Main Contact Email
Are you a Broker Dealer?
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Yes
No
Broker Dealer Affiliation
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Clearing Firm
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Aggregation Software
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Assets Under Management
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Number of Advisors
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Number of Support Staff
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Financial Planning Software
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Currently Selling Annuities
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Yes
No
Selections
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VA
RILA
FIA
Fixed/MYGA
Annual Premium for Annuities
$0 - $5mm
$5- $10mm
$10 - $20mm
$20mm +
Currently Selling Life Insurance
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Yes
No
Selections
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IUL
Whole Life
LTC
Annual Target for Life
$1 - $100k
$100k - $500k
$500k +
Current IMO
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