We're Tailoring Our Event to Your Business. Tell Us About It Here:
Tell us about you and your business
Email address *
First Name *
Last Name *
Company Name *
Phone *
Broker/Dealer or RIA Affiliation *
Annual Production *
How much of your business is fee-based? *
What is the net-worth of your typical client? *
Do you focus on any sort of niche market? *
Do you currently partner with an FMO? *
Do you currently position Life Insurance as an asset class? *
How many Premium Finance Policies have you placed in the past? *
How Interested are you in the follow areas of business? *
Not At All
I'm Willing to Give It a Try
Very Interested
I Already Do!
Positioning Life Insurance as an Asset Class
Utilizing Digital Systems to Attract New Leads and Nurture Current Relationships
Marketing with Seminars to Attract New Clients
Setting Up a Virtual Tax Practice to Better Serve Existing Clients and Attract New Prospects
Actively Market Premium Finance as a Solution for my Affluent Clients and Prospects
What type of office do you have? *
Do you have a dedicated office assistant? *
On a scale of 1-5, how tech-savvy are you? *
Not so much
I develop my own systems
How did you hear about our event? *
Did you attend last year's event? *
Is there anything specific you hope to learn about at this year's PremiumLife™ Experience?
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