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* 1. What is your name?

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* 2. What is your email?

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* 3. What is the best phone number to contact you?

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* 4. What is the name of your company?

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* 5. What is your role in your company?

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* 6. What type of company?

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* 7. Does your company have a defined marketing plan?

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* 8. How frequently does your company advertise?

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* 9. Where do you normally advertise?

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* 10. Does your company have a business plan?

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* 11. When was your business plan last updated?

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* 12. Does your company operate under a defined budget?

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* 13. Does your company have an organizational chart?

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* 14. Is your company fully staffed?

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* 15. Do you have written job descriptions for every position?

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* 16. Do you have an employee policy manual?

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* 17. Has your Corporate Book been updated in the last 12 months?

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* 18. Do you have a current Buy Sell Agreement?

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* 19. Do you have a living will/trust?

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* 20. What benefits does your company offer to your employees?

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* 21. Which insurance products currently protect your business?

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