Receive a $225–$300 Thank-You for a 60-Minute Online Interview

We are conducting confidential 1-on-1 research interviews with professionals who are involved in advising, distributing, or recommending financial and protection products as part of their work. Please answer a few brief questions to help determine eligibility.

United States

60-minute online interview

$225–$300 USD after completion

Which of the following best describes the nature of your professional work? *(Select the one that fits best)

I advise clients on financial or insurance products

I help distribute financial or insurance products to other professionals

I sell financial products but do not advise or distribute

I work in finance but not related to insurance or investments

My work is not related to financial services

Full Name *

Email *

Mobile Phone *

Which type of organization are you currently affiliated with? *

National or regional broker-dealer

Insurance agency or brokerage

Financial advisory / RIA

Independent producer or broker

Other type of financial firm

Not affiliated with a financial firm

In the past 12 months, have you personally been involved in recommending or placing any life insurance products? *

Yes, multiple times

Yes, once or twice

Not in the past 12 months

Not part of my role

What best describes your role in decisions related to life or protection products? *

I make recommendations to clients

I influence or support other advisors/agents

I execute client instructions without advising

I am not involved in these decisions

Which categories of products are you most commonly involved with? *(Select all that apply)

Life insurance (any type)

Retirement / annuities

Investment products (funds, SMAs, etc.)

Protection or risk products

Other financial products

None of the above

I agree to the Privacy Policy and consent to be contacted regarding scheduling. *

We will only use your information for research scheduling and eligibility.

This is a paid research study, not an employment opportunity.

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