Top-rated firms use different business models, illustrating there is no magic formula
Insurers strive to reach advisors online by lowering costs and offering personalized service
Compensation ratings fall
The Co-operators Group posts impressive first showing
Agents find some of the better-paying products not worth the bother
Insurance advisors polled for the 2002 Insurance Advisors’ Report Card say they are taking advantage of training opportunities to add financial planning designations to their insurance licences. Of the agents surveyed, 36% hold the certified financial planner designation granted by the Financial Planners Standards Council, and another 33% are working to obtain it. At Clarica […]
But some also acknowledge the ethical issue, that sales goals can be contrary to the client’s best interest
Company gets top rating in IE’s survey; company’s community-based culture may be one reason for high score
Insurance Advisors' Report Card