Surveys

Sending your clients a survey at least once a year enables you to gather important information regarding their interests and concerns. Emerald’s FINRA-reviewed surveys are not intrusive and provide a simple way for you to determine insurance, retirement, or investment needs from your existing client base. The surveys are designed to provoke a response in a generic, nonthreatening way. We ask them to rate their retirement outlook, give their insurance coverage a quick checkup or fill you in on their current investment attitudes. A #9 business reply envelope is included in each survey to make it easy for your clients to respond.

Coordinated envelopes are included in the full-service program and available for an additional cost in our print-only service.

Current Survey Library:

• Financial Review
• Investor
• Legacy Planning
• Life Insurance
• Long-Term Care
• Retirement

Note: Because our library of surveys may change, you will select the specific survey type during the personalization phase of the order process.