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Demographics
1.
Which of the following best describes your primary business channel?
Wirehouse
RIA
Independent Broker Dealer
Family Office
Bank/Trust Company
Insurance Company/Insurance Broker-Dealer
Annuity Agent
Asset Manager
Other (please specify)
2.
Are you responsible for making investment decisions for your clients?
Yes
No
3.
What is your individual AUM?
$50 million or less
$50 million - $100 million
$100 million - $500 million
$500 million - $1 billion
$1 billion - $10 billion
Over $10 billion
4.
Approximately how many years of experience do you have in the financial services industry?
Less than 5 years
5-15 years
15-25 years
25-35 years
Over 35 years
5.
What types of investment products do you purchase for your clients? (Select all that apply)
Annuities
Digital Assets
Derivatives
ETFs
ESG / SRI
Hedge Funds
Insurance
Individual Equities
Individual Bonds
Mutual Funds
Private Equity
Private Credit
Real Estate Funds
Structured Products
Separately Managed Accounts
Other (please specify)
