Financial Professionals Insights Pre-screener to be considered Question Title * 1. Contact Information Name Company City/Town State/Province Country LinkedIn Link (mandatory for verifications purposes only) Email Address Phone Number Question Title * 2. Which gender do you identify yourself with? Female Male Non-Binary Other (please specify) Question Title * 3. Which of the following age ranges would you fall into? 21-35 years 36-50 years 51-65 years Over 65 years Question Title * 4. Which of the following best describes you: I work for a non-profit organization I work in the financial industry in the area of retirement planning Retail / bank /wirehouse (Morgan Stanley, UBS) I work in the financial industry for an Independent retirement advisor (SageView) I work in the financial industry in the area of benefits consulting (Mercer, AON, Cammack) I work for a financial institution beyond areas already mentioned I work in commercial real estate I work in education (public or private, K-12 or Higher Ed) I work in healthcare/hospital Industry I work for the Government (local, state, federal) I am not currently working/retired I work for another Industry (please specify) Question Title * 5. What is your current Job Title? HR/Finance Manager Benefits Manager Advisor Consultant Other (please specify) Question Title * 6. Do you work with retirement savings programs such as 403(b), 401(a) or 457 plans at your employer? Yes No Next