Discovery Form - FPG

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FPG Discovery Form

Let us know about you.

Step 1 of 11

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Personal Data
Name
First Last
Professional Designations
Email
Website
Year in the industry?
Office Phone
Mobile Phone
Date of Birth
MM slash DD slash YYYY
Business Address
Street Address Address Line 2 City State ZIP Code

Professional Profile
How did you get started in the business?
What are your selling strengths?
What are your selling weaknesses?

What are the greatest opportunities you want to focus on at this time?
How would you describe your ideal client?
How do you acquire new clients?

Production Goals - Life Insurance
2020 Production (Past)
2021 Production (Present)
2022 Production (Future)
Top 3 Companies and Products

Production Goals - Annuities
2020 Production (Past)
2021 Production (Present)
2022 Production (Future)
Top 3 Companies and Products

Production Goals - Long-Term Care
2020 Production (Past)
2021 Production (Present)
2022 Production (Future)
Top 3 Companies and Products

Production Goals - Disability Insurance
2020 Production (Past)
2021 Production (Present)
2022 Production (Future)
Top 3 Companies and Products

Client Focus
Who are your clients?
- Accumulators
- Pre-retirees
- Retirees
- Business Owners/Other
How do you market to your clients?
- Emails
- Mailers
- Appointments
- Seminars

Support Preferences
What are you seeking in a relationship with FPG?
If you are currently working with FPG, how can we improve our service and support?
Do you prefer to run your own term quotes and case designs or to use FPG's expertise?
- Run my own quotes
- Use FPG's expertise

Staff Member Information
Name
First Last
Role:
Email
Phone
Add another staff member?*
- No
- Yes
Name
First Last
Role:
Email
Phone

Communication Preferences
How often do you prefer to interact with your FPG team?
How do you prefer to be educated on sales solutions and resources?*
- Select All
- Web meeting/one-on-one training
- Quick 3-5 minute video tutorials
- Email with tools and resources

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