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Home
About
Life Insurance
Final Expense
Whole Life
Indexed Universal Life
State Retirements
Business Owners
Strategic Retirement Plans
Voluntary Employee Benefits
Medicare
Home
About
Life Insurance
Final Expense
Whole Life
Indexed Universal Life
State Retirements
Business Owners
Strategic Retirement Plans
Voluntary Employee Benefits
Medicare
Menu
Home
About
Life Insurance
Final Expense
Whole Life
Indexed Universal Life
State Retirements
Business Owners
Strategic Retirement Plans
Voluntary Employee Benefits
Medicare
Contact Us
Thank you for your interest in the Renter's Shield™ program!
Your Name
Email
Cell Phone Number
Tell us a bit about yourself:
I have been licensed for ___ years.
I achieved my sales/revenue goals for 2021 (1 Strongly Disagree - 10 Strongly Agree)
1
2
3
4
5
6
7
8
9
10
My sales production is consistent week in and week out (1 Strongly Disagree - 10 Strongly Agree)
1
2
3
4
5
6
7
8
9
10
My sales production is cI have a weekly sales goal (1 Strongly Disagree - 10 Strongly Agree)
1
2
3
4
5
6
7
8
9
10
I invest in personal development (sales training, product knowledge) every __________.
Day
Week
Month
From time to time as my schedule allows
I have a set work schedule that I strictly adhere to
Day
Week
Month
From time to time as my schedule allows
In my best year, I produced $___________ of issued life premium.
$0 - $29,999
$30,000 - $49,999
$50,000 - $79,999
$80,000 - $120,000
Over $120,000
Over $600
Other:
If Other Please specify
My biggest challenge in reaching my sales/revenue goals is (check all that apply)
I need more leads/qualified prospects
I need better prospects/leads
I need to improve my closing skills
I need better structure and organization of my time
My commission rate is too low
I have too many chargebacks that hurt my cash flow
Other
If Other Please specify
On an average week, I spend $_____ on leads, preset appointments, marketing or advertising.
$0 - $100
$100 - $300
$300 - $600
Over $600
I am appointed with the following carriers (Check all that apply): *
Mutual of Omaha
Transamerica
Foresters
Americo
National Life
Gerber
American Amicable
Allianz
Royal Neighbors
Other
If Other Please specify
Please contact me for my personalized business assessment _______________.
By Phone Call
By Text Message
Via Video Conference (send me a link to schedule a meeting)
By submitting this form, I agree to be contacted by 9th Wonder Financial and its affiliates via phone, e-mail and SMS
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