Bank Advisor Free Subscription

	*Bank Advisor* is free to qualified professionals. Summary Description
	To apply for a FREE subscription to *Bank Advisor*, please answer ALL of the questions on the form below.
	The publisher determines qualification and reserves the right to limit the number of free subscriptions.
	Geographic Eligibility: USA

1.	*Do you wish to receive a FREE subscription to Bank Advisor?*

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First Name:
Last Name:
Job Title:
	(Ex: Director, Vice President, Project Manager, etc.)
Company Name:
	(Please provide your Company Name in full: abbreviations could disqualify you)
Address:
Division/Department:
City:
State/Province:
Zip/Postal Code:
Country:
	(Note: If your country is not listed above, subscriptions are not currently available at your location.)
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Which of the following best describes your industry? (select only one)

Please specify for Other:

What is the approximate number of employees in your company? (select only one)

Yes, please auto-fill my contact information for other publication qualification forms.

2.	Do you recommend, advise, or approve sales of consumer insurance and/or financial products in the bank channel?

Yes No

3.	Which of the following best describes your job function? (select only one)

Sales Representative (Dedicated Investment Rep, Financial/Investment Advisor/Consultant, Platform Rep, Insurance Agent/Specialist, Licensed Bank Employee or other sales titles)

Sales Management

Wealth Management (Trust or Private Bank Manager/Director)

Program Management (Insurance/Investment/Platform Manager/Director)

Senior Management (Pres, CEO, VP, COO, CMO, CFO, Insurance Agency Pres)

Other (please specify)

4.	What is your annual income? (select only one)

Over $400,000 $100,000-$199,999

$300,000-$399,999 Less than $100,000

$200,000-$299,999

5.	Please indicate which of the following you authorize and/or influence the purchase of: (select all that apply)

Annuities Third party marketing products

Life Insurance Research providers

Mutual Funds Sales software/technology

Retirement Products: 401(k) plans, IRA/IRA rollover Clearing & Execution services

LTCI Legal/Accounting/Compliance services

Other Insurance Products Fund administration/distribution services

Trust Products Other/None of the above

Estate Planning Products

6.	What is the approximate total value of your combined clients' accounts? (select only one)

over $250 million $50-$74.9 million

$200-$249.9 million $25-$49.9 million

$100-$199.9 million $15-$24.9 million

$75-$99.9 million less than $15 million

7.	Which of the following licenses/designations do you currently hold: (select all that apply)

Series 6 or 7 RIA/IAR

Series 63 ChFC or CLU

Series 24 Life/health license

Series 65 or 66 None of the above

CFP

8.	What color are your eyes?

Would you like to receive EMAIL notices of other print or online publications, and other relevant offers from TradePub.com?

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Which of the following best describes your industry? (select only one)

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Which of the following is closest to your job function? (select only one)

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What is the number of employees in your entire organization? (select only one)

What is your timeframe for looking at implementing an automated Accounts Payable / Vendor Payment solution? (select only one)

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* The publisher reserves the right to limit the number of free subscriptions and/or reject requests based on information provided.