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Advisor Overview
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Name
(Required)
First
Last
Email
(Required)
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
Name of Your Broker Deal
Name of Your IRA
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
(Required)
Please enter a number greater than or equal to
1
.
Amount of FIA Business This Year
(Required)
Please enter a number greater than or equal to
1
.
Total Life Insurance Business Last Year (Target Premium)
(Required)
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
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
Current Marketing Budget (Monthly)
