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2023 Lead Gen Sponsorship
Company name / Company Main Point of Contact / Email / Phone Number
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Thanks for submitting!
Which sponsorship are you most interested in for 2023?
Silver
Gold
Platinum
Please select your top three preferred date ranges for your sponsorship events (We do our best to honor these requests and give priority to Platinum:
Janurary/February
March/April
May/June
July/August
September/October
November/December
Of the dates you selected, which two months would you prefer the most, if any?
Do you have any dates that would not be available for your sponsorship dates?
If you have selected Platinum, what city would you like host your in-person advisor/agent special event (all travel for sponsor’s team, event venue, and food & beverage costs are paid by sponsor and not included in sponsorship pricing)
Orange County, CA
Nashville, TN
What are a few KPIs or benchmarks that you would like us to focus on as it relates to your sponsorship. Some of our providers have said – generating customer appointments, relationship building with partners/advisors, and even helping us to build our brand.
The sponsorship outlined here has been created by our team to support each of our providers and we have seen increased success from our sponsors. Please let us know if you have any further requests or ideas that you’d like us to make note of for your sponsorship.
2023 Lead Gen Sponsorship Survey
To understand more about the sponsorship, watch on:
https://youtu.be/SAIIVeVol6U
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