Advisor Survey
One-on-One Consultations
What is the number one preferred method of development and/or educational experience?
What are PCN’s 3 Core Values?
Placing people first
Keeping Promises
Planning for life
This table conveys that no one asset class outperforms in every environment and highlights the importance of diversification.
What is the Callan Chart
2025 FY 3rd Quarter Variable Comp Day
What is April 30th
Name the two most missed information in an advisor's general record.
New Business Support
What is the most valued IMO/FMO Service?
What does the acronym A.C.T. stand for?
Attract. Connect. Transform.
Name two of the many reasons that an FIA should be considered an asset class?
Mitigates Sequence of Returns
Diversification
Principle Protection
Eliminated volatility
Better client experience
What are the product lines NIC will report?
Annuities, Life, ABLTC
If an Ins Only producer is consistently doing more than 5 million of premium a year, their advisor code is?
Advisor Code B
Name two of the most desired educational experiences.
One on one consultations
Virtual Events
In person Workshops
What campaign theme was the PCN brand launched under?
The Power of Partnership
According to the presenting, where is the FIA ranked?
4.2
Annuity sales increase from 2023 to 2024
What is 22.34%
True or False - If an advisor has a person in their office who only does insurance, and their senior advisor had an advisor code A, the insurance only producer would be an A as well.
False - Insurance Licensed Only – Do not qualify- No-Exceptions
For events - will only be invited or included when requested by an Elite Partner and approved by territory leader. Must be a part of their immediate team
What is the number 1 topic of interest based on the Advisor Survey?
Estate Planning
Name 2 of Marketing’s 2025 Goals
Enhance Marketing Metric Analysis Capabilities
Increase Advisor Engagement Activity
Launch Business Channel Onboarding/Engagement Experience
Optimize Marketing Technology Platforms
This indicie/index generates a 30-day forward projection of volatility
What is the VIX
The CBOE Volatility Index (VIX) is a real-time index that represents the market’s expectations for the relative strength of near-term price changes of the S&P 500 Index (SPX).
Name two of the CRMs that Firelight currently integrates with.
Redtail & SalesForces
What is the equivalent advisor code for someone who is a prospect with an advisor code of yellow?
There is no equivalent. Yellow is used for Advisors who are prospects, but we don't know enough about them.
What is the most important Business Development support our advisors look for?
Practice Management
How many weeks are required to market a live event?
8 weeks
This statistical measurement that is often used in finance, particularly in investing. When applied to the annual rate of return of an investment, it can provide information on that investment's historical volatility. This means that it shows how much the price of that investment has fluctuated over time.
What is Standard Deviation
What BD forms will be uploaded by Firelight for our advisors with BD agreements?
None
Name three questions you should ALWAYS ask and document in the CRM specifically when it comes to production.
What products do you sell, What carriers are you using- What are you selling them, what does your annual production look like, who holds your contract?