Do you sell annuities?
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1
Yes
2
No
What type of annuity products do you primarily sell?
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1
Fixed Annuities
2
Fixed Indexed Annuities (FIA)
3
Variable Annuities
4
All of the above
How many advisors are on your team?
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1
Just me
2
2–3
3
4–9
4
10+
What licenses do you currently hold?
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1
Life & Health only
2
Series 65/66 (RIA)
3
Series 6/7 (Broker-Dealer)
4
Multiple
How many new clients are you looking to add per month?
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1
1–2
2
3–5
3
6–10
4
10+
What is your minimum investable asset requirement per prospect?
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1
No minimum
2
$50K+
3
$100K+
4
$250K+
Which states are you licensed to sell in?
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1
1 state
2
2–5 states
3
6–10 states
4
11+ states
How are you currently generating new leads?
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1
Referrals only
2
Seminars
3
Digital ads
4
Buying leads
5
No consistent source
What is your monthly budget for lead generation?
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1
Under $500
2
$500–$1,500
3
$1,500–$5,000
4
$5,000+
What's the best way to reach you?
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