Full Name *

Phone *

Email *

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02 / Leadership path — Which best describes you? *

Experienced agent — ready to build a team

Existing manager — bringing a team

New to leadership — exploring the next step

03 / Insurance experience — How long have you sold life insurance? *

Less than 1 year

1–3 years

3+ years

04 / Location — What state do you currently live in? *

05 / Team size — How many active agents do you currently lead? *

0 — building my first team

1–5 active agents

6+ active agents

06 / Personal production — What is your average monthly annual premium written? *

Under $10,000 / not currently writing

$10,000–$24,999

$25,000+

07 / Leadership goals — What is your main goal for the next 6–12 months? *

Build my first team

Grow and develop my current team

Scale an established agency

08 / Leadership support — What would help you most right now? *

Recruiting and onboarding agents

Training and accountability

Lead systems and production growth

09 / Leadership timing — When could you make a change? *

Immediately / within 2 weeks

Within 30 days

1–3 months / exploring options

10 / Leadership contact preference — When is the best time to call you in your local time? *

Morning (9 AM–12 PM)

Afternoon (12–5 PM)

Evening (5–8 PM)