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Licensed Advisor


Country You live In


LET'S GET TO KNOW EACH OTHER

Personal
Are You Married
Do You have any Children?
Do You own a home?
Professional
Are you a full time or a part time agent?
How long have you been in the industry?
What's the name of your business?
Are you currently managing other agents?
How many on your team?
What IMOs or agencies are you affiliated with?
What was your last years fyc?
Who are your contracts with?
Whole Life Insurance
Have you ever sold whole life insurance?
Do you own a whole life insurance policy
1-10 what's your proficiency with IBC?
Communications
How much do you invest in your marketing and communications?
Have you invested in a coach?