Advisor & Agent Questionnaire Help Us Help YouThis market poll is designed to gather information on what Advisors and Agents view as the most important aspects when doing business with an FMO.If an FMO offered marketing solutions that assisted in boosting your sales volume by 200%, what percentage of your commission would you be willing to give up? 5% 15% 20% Zero What guaranteed fixed interest rate would you most likely sell? A Rated Company earning 2% A- Rated Company earning 2.5% B+ Rated Company earning 3% What was your total annuity sales volume last year? Less than 1 Million 1 to 3 Million 4 to 10 Million 10 Million or more If an FMO offered a marketing program that was designed to assist you with cost-sharing of up to 100%, based on cumulative sales, would you consider doing business with them over your current FMO? Yes No What's the most important benefit an FMO could offer you? Higher Commissions Turn-key client acquisition marketing Success Coaching Would you like to schedule a call to learn more about our company operations, product offerings, and to discuss methods on how we may be able to better serve you? Yes, lets talk business. Not right now, thanks. Name First Last Email Phone✓ Valid number ✕ Invalid number © 2023 Elite Advisors Edge | Created by EliteAMG
