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ClientGen
Onboarding
Advisor Information
Advisor Name
(Required)
Advisor Email
(Required)
Advisor Phone
(Required)
Firm Information
Firm Name
(Required)
Firm Phone
(Required)
Website
Firm Address
(Required)
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Ad Campaign Details
For the next question you will be asked to select the Facebook ad campaign you would like to run as the source for your leads.
Please click the following link to view our ad catalog and make your choice:
ClientGen Ad Catalog
Please select your Facebook ad campaign
(Required)
Please select
LTC | Traditional vs. Hybrid - "LTC Fashion Lady"
LTC | Traditional vs. Hybrid - "LTC Bubble Gum Lady"
LTC | Traditional vs. Hybrid - "LTC Skateboard Guy"
LTC | Traditional vs. Hybrid - "LTC Disco Ball"
LTC | Traditional vs. Hybrid - "LTC Mittens"
LTC | Dementia Care Costs - "Dementia Scrabble"
LTC | Dementia Care Costs - "Dementia Dark Room"
LTC | Dementia Care Costs - "Dementia Elephant"
LTC | Dementia Care Costs - "Dementia Hiker"
Advisor Boost | Left You Stranded - "Stranded Woman"
Advisor Boost | Left You Stranded - "Hitchhiker Thumb"
Advisor Boost | Haven't Heard From Them - "Waiting Skeleton"
Advisor Boost | Haven't Heard From Them - "Waiting Man"
Advisor Boost | Haven't Heard From Them - "Waiting Woman"
Please click the link to view the ClientGen Ad Catalog and browse the available Facebook ad campaigns
Please select a geographic area for your ad campaign.
(Required)
Please select
State
County
City
We will advertise your firm / services to potential clients within the geographic area you select.
What State?
(Required)
Please select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
What county?
(Required)
What city?
(Required)
Will the Facebook ad need to be submitted to a compliance department for review?
(Required)
Please select
Yes
No
Please provide any names and email addresses for your compliance department
(Required)
We will submit the Facebook ad and all associated content to your compliance department for you.
Qualified Lead Details
Please select the minimum age for your leads
(Required)
Please select
No minimum age
30
35
40
45
50
55
60
65
You will not receive leads who are younger than this age.
Please select the maximum age for your leads
(Required)
Please select
50
55
60
65
70
75
80
85
No maximum age
You will not receive leads who are older than this age.
Please select the minimum net worth for your leads
(Required)
Please select
Under $25,000
$25,000 - $49,999
$50,000 - $74,999
$75,000 - $99,999
$100,000 - $149,999
$150,000 - $249,999
$250,000 - $499,999
$500,000 - $749,999
$750,000 - $999,999
$1,000,000 - $1,999,999
$2,000,000 - $2,999,999
Over $3,000,000
You will not receive leads whose net worth is below this range.
Please select any additional information you would like to know about your leads
Has a 401k?
Has an Annuity?
Has a Financial Advisor?
Has Long Term Care?
Has Medicare Advantage Plan?
Has Midmarket Term Life Insurance?
Has Midmarket Whole Life Insurance?
Has Term Life?
Has Whole Life?
Medicaid Potential Qualified Household?
Medicare Dual Eligible Household?
Medicare Plan D Prescription Drug Health?
Non-401K Mutual Fund Investor?
Non-401K Stocks / Bonds Investor?
Retired but still working?
Self-Pay Health Insurance?
Senior Caregiver?
Senior Living Searcher?
Upcoming Retirees 65 and Older?
This information, if available, will appear on the lead dashboard, but will not be used to qualify or disqualify any leads.
Who should receive notification of new leads?
(Required)
Please select
The advisor
An assistant
Please indicate if the advisor or an assistant will be responsible for receiving notification of new leads, as well as responsible for accessing the dashboard to retrieve lead details and create activity notes.
Assistant Name
(Required)
Assistant Email
(Required)
Where should a lead be directed after filling out the Facebook ad?
(Required)
Please select
A calendar booking page
The firm's website
The advisor's phone number
The advisor's email address
We highly recommend using a calendar booking page service like Calendly to allow potential customers to immediately schedule an appointment with you.
Calendar booking page link
(Required)
