2005 Advisors' Guide to the Senior Market
Please take your time. This is how your company will be listed in the 2005 Advisors' Guide to the Senior Market. Fields marked * are required.
This is the form for marketing organizations, such as wholesalers and brokers/dealers.

*Official Company Name:
*Street Address:
*City:
*State:
*Zip:
*Corporate Telephone:
*Corporate Fax:
*General Company Email:
*Company Web Site:
*Is your company licensed to do business in all 50 states?
Yes No
If no, please indicate the states in which you are licensed:
AL AK AZ AR CA CO
CT DE DC FL GA HI
ID IL IN IA KS KY LA
ME MD MA MI MN MS
MO MT NE NV NH NJ
NM NY NC ND OH OK
OR PA RI SC SD TN TX
UT VT VA WA WV WI WY
Please indicate which products your company provides:
Annuities:
Charitable Gift
Flexible Premium Deferred
Immediate
Index Annuities
Multi-Year Rate Guaranteed
Single Premium Deferred
Total Return Fixed
Variable
Life Insurance:
Final Expense
Global Travel Assistance
Impaired Risk
Second to Die
Single Premium
Term
Universal
Variable Life
Variable Survivorship
Variable Universal
Whole
Long Term Care Insurance:
Individual Non-Tax Qualified
Individual Tax Qualified
Critical Illness
Group
Securities:
Bonds
IRAs
Mutual Funds
Stocks
Variable Annuities
Variable Life
Other:
Medicare Supplements
Life Settlements
Viaticals
Which of these services do you offer producers? (Check all that apply):
529 Plan Counseling
CE Seminars
Legal Consultations
Paramedical Services
Reverse Mortgage Counseling
Sales/Marketing Assistance
Software
Trust Preparation
Underwriting
Web Support
Other:

(Please feel free to include additional products/services, however we cannot guarantee this information will appear in the 2005 Advisors' Guide to the Senior Market.)
Which of these sales/marketing tools do you offer producers? (Check all that apply):
Collateral Material
Copywriting
Direct Mail Support
E-mail Blast Services
Fax Blast Services
Leads
List Rentals
Newsletters
Seminar Systems
Telemarketing
Other:

(Please feel free to include additional products/services, however we cannot guarantee this information will appear in the 2005 Advisors' Guide to the Senior Market.)
What kind of office support do you offer producers?(Check all that apply):
CRM (customer relationship management software)
Electronic/CD-ROM Business Cards
Errors & Omissions Insurance
File Systems
Hardware
Illustration Systems
Promotional Products/Marketing Collateral
Other:

(Please feel free to include additional products/services, however we cannot guarantee this information will appear in the 2005 Advisors' Guide to the Senior Market.)
Please identify who completed this form. This information must be completed. We may need to contact you to clarify or confirm the above information.
Contact Name:
Contact Title:
Contact Phone:
Contact Email:
Additional Marketing Opportunities:
Would you like to be contacted about placing your company's logo next to your listings in the 2005 Advisors' Guide to the Senior Market?
Yes No
Would you like to be contacted about advertising in the 2005 Advisors' Guide to the Senior Market?
Yes No
To talk to someone immediately about logo and advertising opportunities, please call Amy Guettler at (303) 662-5336.