Watch Our Intro Video – Then Click The Button Below To Start Your Virtual Demo Start Your Virtual Demo Complete the Form Below To Start Your Virtual Demo Step 1 of 4 25% Name* First Last Email Address* Phone*Address* Street Address City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State Current Licensing: (Check All That Apply)* Series 6 Series 66 Series 63 Series 7 Series 24 Series 65 Health, Life, Accidental Insurance I'm Interested in the IAR Fast Track Series 65 Fiduciary Program None of the Options Your Designations: (Check All That Apply)* Certified Financial Planner (CFP) Certified Fund Specialist (CFS) Chartered Investment Counselor (CIC) Chartered Market Technician (CMT) Personal Financial Specialist (PFS) Certified Investment Management Analyst (CIMA) Chartered Financial Analyst (CFA) Chartered Financial Consultant (ChFC) Chartered Wealth Manager (CWM) Certified Public Accountant (CPA) Chartered Life Underwriter (CLU) Chartered Retirement Planning Counselor (CRPC) Certified Asset Protection Planner Certified Medicaid Planner None of the Options Trailing 12 Months of GDC: (If applicable with a Broker Dealer Affiliation)*0 - $25,000$25,001 - $50,000$50,001 - $100,000$100,001 - $250,000$250,001 - $500,000$500,001 - $750,000$750,000 - $1,000,000$1,000,000 +Current AUM (If Applicable)*None1-5 million or less5-10 million10-25 million25-50 million50-75 millionOver 75 millionYour Core Business Model Includes: (Check All That Apply)* Financial Planning Services Portfolio Management Services Qualified Retirement Plans Alternative Investments Fixed Life & Annuity Variable Life & Annuity Health Insurance. & Medicare Supplements CPA or Accounting Services Property & Casualty Lines Other Please Explain:* Are you currently associated with a (Check All That Apply)* Broker-Dealer Registered Investment Advisor Hybrid BD/RIA Wire-house Banking Institution IMO or FMO BGA Captive Insurance Channel None of the Options What are the things you dislike about your current environment* Excessive amount of paperwork Excessive amount of compliance Limited marketing capabilities Excessive cost of doing business Not enough autonomy to run my practice Limitations to entering new markets Not enough technology Doesn't feel like I’m a part of something Not enough internal support No support in the "Advanced Market" space Not enough technology Antiquated culture and environment No succession plan place if I die or get sick Other Please tell us more about the things you dislike about your current environment*
