FIA Agent Growth — Implementation Readiness

1

Current Lead Sources

Where are FIA prospects currently coming from?

Which social platforms are you actively using?

Are you currently running paid advertising?

Do you have an existing prospect/contact database? Approximately how many contacts?

Any lead sources you plan to introduce during the next 90 days?

2

Target FIA Prospect

What states are you currently licensed to sell annuities in?

What type of prospect are you primarily trying to attract?

What approximate investable-asset ranges make sense for an initial conversation?

Is there a minimum potential case size below which you normally would not pursue an FIA conversation?

Any situations you already know you do not want the system advancing automatically?

3

Current Prospect Process

When someone expresses interest today, what happens next?

Who responds to the inquiry?

How quickly do you normally respond?

Do you currently ask questions before allowing someone to schedule?

What information do you want to know before speaking with a prospect?

What normally makes a prospect worth having a conversation with?

4

Appointment Process

How do prospects currently schedule with you?

What calendar are you using?

Appointment types?

How long is the initial FIA conversation?

What days/hours do you want available?

How much notice do you require before an appointment?

What should happen when someone doesn't show?

How many times should we attempt to recover a no-show?

5

FIA Sales Process

Briefly describe what normally happens after the first conversation.

First conversation → follow-up → information gathering → presentation/recommendation → application → carrier review → issued → funded

At what point do you consider someone a genuine FIA opportunity?

What are the most common reasons a case does not move forward?

6

Application → Funded

Which carriers do you currently write FIA business with?

Where do you currently track applications?

How do you know when a case has been issued?

How do you know when it has funded?

Who updates those statuses?

What production numbers do you currently track?

What numbers would you want to see immediately on a dashboard?

7

Communication & Consent

Business phone number

Business email

Currently sending prospect SMS?

Currently sending marketing emails?

Existing forms contain SMS consent language?

Existing forms contain email marketing consent language?

Do you currently have A2P 10DLC registration for business texting?

Any PHP, IMO/FMO, carrier or other compliance requirements we need to follow?

8

Content & Compliance

Who currently approves annuity-related marketing content?

Does content require approval before publication?

What types of content are currently approved?

Required disclosures?

Any words, claims, offers, illustrations or topics you've been told not to use?

Do you have existing approved content we can use as a starting library?

9

Technology Access

Select what you currently use. Do not provide passwords here.

Technology notes / other systems

10

90-Day Production Baseline

Use approximately the last 90 days. If unknown, enter “Unknown”.

FIA inquiries

Appointments booked

Appointments attended

Applications submitted

Policies issued

Policies funded

Total funded FIA premium

Average funded case

Primary lead source

✓

Final Question

If this system works extremely well over the next 90 days, what would you personally consider a successful result?

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FIA Implementation Readiness

Agent Record