Ask a Specialist Followup
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1.
How did you find out about the Ask a Specialist tool?
(Required.)
From my upline or coworker
From a Webinar
From Social Media
Other (please specify)
*
2.
Have you written annuities or IULs before?
(Required.)
Yes, Annuity
Yes, IUL
Yes, both
None
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3.
How did you find this client and discover their need for coverage?
(Required.)
Asked the "Golden Question" in a life appointment
IUL or Annuity Lead
Warm Market
Email/Social Media Marketing
Other (please specify)
*
4.
How long have you been with with FFL?
(Required.)
Less than a year
1-3 years
4-5 years
5 or more
5.
Do you have any feedback to make the form better/easier to understand?
