Advisor Bio Fact Finder

Advisor Bio Fact Finder

Complete this form as you would like the information to appear on your bio sheet Note:
Download the Agent Bio Example
Exclusive Marketing Materials for Contracted GarityAdvantage Agents:

Agents must have 3+ Active Contracts to Qualify for Agent Bio.

Note: Design time for first Proof is 4 weeks
Name*

First NameLast Name
Title
Business Email*
example@example.com
Work Phone Number*

Area CodePhone Number
Cell Phone Number

Area CodePhone Number
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Agency Name
Website
MSAP PURL
Facebook Page URL
Linkedin Profile URL
Headshot

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Professional Headshot (high resolution, clear, professionally shot photo – 1 MB or higher) Cancelof
Family Photo (Optional)

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(high resolution, clear, professionally shot photo – 1 MB or higher) Cancelof
Logo (Optional)

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(high resolution, clear, professionally shot photo – 1 MB or higher) Cancelof
Upload current bio or any other marketing pieces with relevant information

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Personal information you would like to include. Example: Married? How long? Children, grandchildren, animals, hobbies/interests. List anything that helps personalize your bio.
How did you get involved in the business? What is your experience?
What are your areas of specialty? These can be bullet point sentences. Please provide at least three, if not more. For example: Protecting and preserving hard-earned assets.
Educational statement. Degree(s) and areas of study - what, where, when obtained.
List all credentials. Please list as many as possible. For example: CLTC, CFP, Former Division Vice President of Two Major Long Term Care Companies, US Air Force Veteran….
Memberships and Community Involvement. Please list as many as possible. For example, YMCA Board Member, American Legion League Baseball Coach, Parish Deacon at St. Mary’s Catholic Church, NH Estate Planning Council….
Provide a personal statement as to why you do what you do. This should be 3 to 4 sentences that explain why you are in the business, what is it that you like about the profession?
Provide a favorite quote. For example: “Never let the fear of striking out get in your way.” – Babe Ruth
Specific Colors or HEX Codes to be used with your brand
Should be Empty: