Keyword: Insurance Advisors’ Report Card

166 results found

Although some firms have delivered, others still have a way to go

Advisors’ satisfaction increases because firms’ efforts are more in tune with their needs

Advisors with RBC Life rated their firm much lower this year because its new payout regime will change bonus payouts

Firms have stepped up and helped advisors deal with important regulatory changes

Advisors benefit from value of capital preservation (includes chart)

Although the impact of the recession has been somewhat muted at insurance firms, there were still a few bumps in the road for some

Interactive Web tools and ad campaigns that promote the value of advisors’ expertise get kudos

Experienced advisors say they hope to receive the same calibre of training from their firms as newcomers

Advisors were most satisfied with the firms that had knowledgeable staff who provided comprehensive support