Annuity Advisor Onboarding Form

Please Complete & Submit This Form To Receive Next Steps

First Name *

Last Name *

Phone Number *

Email *

Provide Your EIN# (required to register for A2P to send SMS) *

Legal Business Name (MUST match EXACTLY how it's typed out on your EIN Confirmation Letter) *

Business Address (MUST match address on your EIN Confirmation Letter) *

City *

State *

Zip code *

List ALL states you currently hold active life licenses in *

Business Website URL (leave blank if none)

Do you have an existing Facebook Advertising Account? *

Yes

Have you ever ran Facebook Ads before? *

Yes

No, never

Has your Facebook Ad Account ever been RESTRICTED from advertising? *

Yes (but now it's in good standing)

Never been restricted (all good)

Yes (I'm current still banned from advertising)

These next 3 are things you need to upload from your computer and necessary prior to your Onboarding Call:

Please upload a Professional HEADSHOT Photo of yourself (Do not upload a bad photo):

Please upload your WEBSITE LOGO:

Please upload a copy of your EIN Confirmation Letter: