Senior Market Advisor
  Senior Market Advisor is free to qualified professionals. Summary Description
  To apply for a FREE subscription to Senior Market Advisor, please answer ALL of the questions on the form below.
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  Geographic Eligibility: USA


 
1. Do you wish to receive a FREE subscription to Senior Market Advisor?
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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 approximate number of employees in your company? (select only one)
 
Yes, please auto-fill my contact information for other publication qualification forms.


2. I currently/plan to target the Senior Market:
Yes     No


3. The markets I currently/plan to target include:
Current Plan  
Affluent Market
Baby Boomer Market
College Funding Market
Family Market
Group/Voluntary Benefits Market


4. I am a licensed Life/Health Agent:
Yes     No


5. I am involved in selling the following: (select all that apply)
Annuities Life Insurance
Equity Index Annuities Accelerated Death Benefit
Immediate Annuities Annuity Take Over
Multi-Year Guarantee Annuities First to Die
Structured Settlements Final Expense
Traditional Fixed Annuities Guaranteed Issue
Tax Sheltered Annuities Impaired Risk
Variable Annuities No Load Insurance
Charitable Gift Annuities Second to Die
Long Term Care & Medicare/Other Single Premium Life Insurance
Individual LTC Term Insurance
Group LTC Universal Life
Substandard LTC Whole Life
Tax Qualified LTC Variable Life
Medicare Supplements Securities
Critical Illness Insurance Bonds
Disability Insurance Limited Partnership
Group Disability Insurance Mutual Funds
Individual Disability Insurance Stocks
Life Settlements Variable Annuities
Investments Variable Universal Life
Life Insurance Buying Retirement Savings
Viaticals IRA/IRA Rollover
401(k)
None of the above products


6. My Income is: (select only one)
Under $55,000 $200,000 - $300,000
$55,000 - $99,999 Over $300,000
$100,000 - $199,999


7. Number of agents in my organization: (select only one)
Under 10 50-100
10-49 Over 100


8. I have been involved in selling: (select one for each column)
Insurance Securities  
Under 3 Years
3 - 10 Years
11 - 20 Years
Over 20 Years
Not involved in selling


9. I am: (select only one)
Independent     Semi-Captive     Captive


10. I am a member of: (select all that apply)
FPA NAELA
LUTCF NAPFA
MDRT SSMP
NAHU SFSP
NAILBA None of the above
NAIFA


11. Licenses & Designations (currently hold, or working towards): (select all that apply)
CSA CPA
CLU RIA
ChFC Series 6
CEP Series 7
CFP CLTC
RHU LTCP
CPCU None of the above


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