Digital First Class Leads Questionnaire
To get to know you better and specify exactly what you’re looking for, we ask you fill out this short questionnaire.
Most fields require an answer to move to the next question, so please be as thorough as possible.
Please note the questionnaire cannot be saved to come back to at a later time, but as long as you keep your browser open, your answers will save. When finished, hit submit.
About the Digital First Class Leads Program:
We setup and manage the Facebook ads for you targeting high-net-worth individuals in your market, and offer potential clients a $100 gift card if they come in and complete a complimentary retirement plan analysis. Utilizing advanced calendar and appointment scheduling technology, prospects can then directly set up an appointment with you based on your availability!
Our ads are precision targeted to generate high-quality leads — people who are ready to come in and talk to you about their retirement income strategy.
*As is the case with any marketing program, securities-licensed producers are responsible for obtaining approval with their broker-dealer or RIA before implementing this marketing program.
States that allow $100 gift cards:
Georgia – $100
Idaho – $200
Maine – $100
Maryland – $50 ($100 for married, $50 per)
North Dakota – $100
Oklahoma – $100
Oregon – $100
Ohio – $50 ($100 for married, $50 per)
Utah – $100
Washington – $100
Please fill out the Credit Card Authorization Form and send it to your Marketing Services Coordinator. We will use this for the hard costs you incur for Facebook.