Business Audit Form This field is hidden when viewing the formTeamnameAdvisor InfoPlease provide your contact information.Full Name* First Last Email Address* Phone Number*Company Name*Website address (URL):*Business InformationAre you securities licensed?* Yes No Please list out your current carriers.*Please check your current type of annuities.* Select All FIA MYGA SPIA DIA RILA Please specify the duration of your products.* Less than 5 years More than 5 years Less than 10 years More than 10 years What characteristics of the FIA products do you sell?* Income Riders Death Benefit Riders Accumulation Features Return of Premium Other Please list other characteristics of FIA products you sell.*How long have you been selling FIAs?* <1 year 1-3 years 3-5 years >5 years When selling FIA's, what crediting strategies do you typically prefer?* Traditional Strategies (i.e. P2P, MP2P, Performance Trigger) Volatility Controlled Indices S&P Based Strategies What planning software do you use?*
