Website Worksheet

This form is designed to collect essential information for the creation of your new website. You should have spoken with your sales director before submitting this form. If not, kindly reach out to them before completing this form. Before starting, click the QUICK REFERENCE GUIDE PRE-CHECK button for an overview of the details you'll provide. If you're not affiliated with IAMS Wealth Management, please ensure you've submitted the Website Agreement Form.

What you need to complete the form below.

  • Domain with domain provider site and login credentials
  • The company information you want to appear on the website.
  • A short biography about you and your company.

  • Completed Website Agreement Form.
    (Not applicable for IAMS Wealth Management agents)

Biography GuideDownload Now
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We will also need you to send us a short bio about yourself and your business along with a photo of yourself and your staff if you’d like to include that on your website.

Need Help? - Please download our Biography Guide. Our creative team will review your bio information and make any edits needed to make a clear and professional appearance. Once you are done writing your bio enter it into be field below.

    Field marked with an * are required.

    Below you can upload any files such as your logo, photos of employees, or photos of your building, graphics, or any other materials you would like included on your website. We typically select stock photos for you based on your area and branding of your company. (Maximum - 5 files)

     

    No problem. However, we strongly recommend that you purchase your domain now so it is not purchased by someone else. To get started, visit a domain provider to purchase your domain. We recommend www.godaddy.com as it works fluently with our hosting platform. Create an account and be sure to save your username and password, we will need this information to direct your domain to our hosting platform. Do a domain search to find the domain you want would like and purchase your domain. You don’t need any privacy or protection add-ons for your domain that the domain provider will try to sell you.

    Biography GuideDownload Now
    Download Now

    We will also need you to send us a short bio about yourself and your business along with a photo of yourself and your staff if you’d like to include that on your website.

    Need Help? - Please download our Biography Guide. Our creative team will review your bio information and make any edits needed to make a clear and professional appearance. Once you are done writing your bio enter it into be field below.

    Having external links can improve your SEO performance.

    List any additional social media accounts or website links like the Better Business Bureau, BrokerCheck, LegacyLock, etc... Add any embed code you would like such as Calendly, Google Reviews, AdvisorStream, YouTube, webprez etc...

    List any additional employees and their contact information that will be included on the website.








    Website Agreement FormDownload Now
    Download Now
    To begin, please download our Website Agreement Form. You can either fill out the form online or download the file and fill it out by using Acrobat Reader. Once completed, save the form to your computer then upload it using the field below. If you choose to print the file, you will need to take a photo of it so that you can upload it to this website or fax the form to 1-800-555-2555.
    Notice: $899 Website design build-out fee will apply.
    Website Agreement FormDownload Now
    Download Now
    To begin, please download our Website Agreement Form. You can either fill out the form online or download the file and fill it out by using Acrobat Reader. Once completed, save the form to your computer then upload it using the field below. If you choose to print the file, you will need to take a photo of it so that you can upload it to this website or fax the form to 1-800-555-2555.
    Notice: The $899 Website design build-out fee will be waived.