Option 1 for Brokerage General Agency, Option 2 for Securities Branch
Duncan Walsh Advisors
Duncan Advisor Resources Team
2019 Preliminary Annual Meeting Survey
Duncan Advisor Resources Preliminary Annual Meeting Survey
In order to provide you with the best meeting experience and the most useful information. Please complete the following interest survey. All participants who complete the survey by March 31, 2019 will be entered to win one of two $50 Amazon gift card and a package of Titleist Golf Balls courtesy of Duncan Advisor Resources. The first drawing for a $50 Amazon gift card will take place on April 2, 2019 and the second for a $50 Amazon gift card and Titleist Golf Balls the will be drawn at the May Advisor Meeting. You must be present at the meeting to win. Thank you in advance for taking the time to complete the interest survey.
Do you offer Life Insurance as part of your financial practice?
What is a road block preventing you from providing Life Insurance at your financial practice?
Would you like to increase the amount of Life Insurance business being driven through your practice?
Do you offer 401(k) or TPA Services as part of your financial practice?
Are you interested in increasing your 401K business and/or learning about the benefits of aligning your practice with a nationally-recognized TPA?
What do you look for in a non-bundled Third Party Administrator (TPA)?
What is a road block preventing you from providing 401(k) or utilizing the services of a nationally-recognized Third Party Administrator at your financial practice?
Will you be attending the Annual Meeting in Orlando?
Is there any reason in particular why you are deciding not to join us?