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Business Profile -Form Fill
Q1
First Name
Your Name*
Q2
Last Name
Your Name*
Q3
E-mail Address
Q4
Your primary product mix (check all that apply):
Life Insurance
Health Insurance
Investments
Fee-based Financial Planning
Long-Term Care/Hybrids
Disability Insurance
Medicare Supplement
P&C Insurance
Variable Annuities
Fixed or Indexed Annuities
Taxes / Accounting
Mortgage / Real Estate
Q5
What areas are you most interested in:
Earning more revenue
How to better integrate life insurance to my practice
Access to competitive products
Proven sales ideas that fit my business
Trips / contests / rewards
Being a specialist rather than a generalist
Building a team / adding staff
More time freedom
Q6
How do you generate new sales / revenue?
Formal client review process
Formal referral process
Center of Influence Referrals - CPA/Attorney/Real Estate/P&C/Banker
Seminars
Split business with colleague / agency building
Cross-sell your book
Direct mail leads
Networking - clubs/non-profits/sports/hobbies
Purchase book of business
Digital Marketing - ads/purchased leads/email/landing pages/website
Media - TV/radio/paper
Wait for phone to ring
Q7
Approximate number of clients you have access to:
Please Select
0-25 Clients
> 25
> 50
> 100
> 200
> 300
> 400
> 500
> 750
> 1,000
> 2,500
> 5,000
Q8
Realistic financial services revenue over the next 12 months:
Please Select
> $25,000
> $50,000
> $75,000
> $100,000
> $125,000
> $150,000
> $200,000
> $250,000
> $500,000
> $750,000
> $1,000,000
Q9
Average annual life insurance revenue:
Please Select
$0 -$25,000
> $25,000
> $50,000
> $75,000
> $100,000
> $150,000
> $200,000
> $250,000
> $500,000
> $750,000
> $1,000,000
Q10
What areas of Midland (life division) would you like to discuss:
Product Portfolio - Guaranteed IUL & GUL with living benefits, no surrender charge IUL, long-term cash/income focused IUL, 10, 15, 20 & 30 year term with built in living benefits (Chronic + Critical + Terminal) & full duration conversion rights
Compensation - base target, renewals, asset-based options, bonus structure
Company - ratings, history, ownerships
Tools - quick online applications, illustration software, and more
Direct Access - call/email directly with underwriters & new business team, local RVP support to grow your business, dedicated internal sales support
Competition - how we compare to other carriers
Q11
Life Insurance ideas you may want to further explore:
Asset Class Alternative ( vs 401k, Roth, Annuity, CD, Bonds, 529)
Policy Rescue - review / upgrade of inforce policies
Traditional Death Benefit Sales - either Guaranteed Permanent or Term
Life Insurance for Living Benefits (Chronic + Critical + Terminal)
Executive Bonus and other Business Market concepts
Q12
What general areas of your business are you most interested in developing?
Q13
Any other comments:
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