Wealth with AP - ENGLISH

1

Do you have prior experience in financial services?This may include areas such as insurance, banking, 401(k) products, and similar fields.

YESNO

2

Are you currently licensed?This refers to licenses such as Life Only, Life & Health, or Funeral Insurance. (Not personal lines or property & casualty.)

YESNO

3

If “YES,” in what state(s)?Please list any of the 50 states where you are licensed (e.g., California, Texas, etc.).

4

What kind of income goals do you have?Be candid—are you aiming for six figures, a specific financial milestone, or the freedom to create more time for yourself? Wealth is defined by you, and the world is your oyster!

5

When it comes to your past history, what would you say is your biggest strength?

Products – Give me the knowledge and tools, and I can sell anything.

Myself – I’m naturally self-motivated and inspire others.

Relationships – I build trust easily and connect well with people.

6

Which work style describes you best?

Independent – I work best on my own.

Leader/Coach – I naturally guide, teach, and support others.

Flexible – I work well independently but also thrive in a team.

7

Based on your answers, it sounds like you could be a great fit for our team!

Awesome – I’m ready to get started!

Hold on – I’d like to learn more about your products for myself first.

8

Let’s schedule a call or Zoom with our Talent Department.We’ll do our best to accommodate your preferred date and time.

9

No problem! Let’s get you set up with an appointment with our Client Services Department.We’ll do our best to accommodate your preferred date and time.

10

Your NameYour privacy is important to us. We do not sell or share your information with third parties.

First Name

Last Name

11

Email AddressYour privacy is important to us. We do not sell or share your information with third parties.

example@example.com

12

Telephone NumberYour privacy is important to us. We do not sell or share your information with third parties.

Please enter a valid phone number.

13

How would you prefer to connect?

Call me – I’d like a phone conversation.

Let’s Zoom – I prefer a video meeting.

14

One last question: Where do you reside?We don’t need your exact address—just your neighborhood or city so we can connect you with the appropriate representative.