There is a correlation between firms’ ratings and their advisors’ percentage of first-year commissions
Success of segregated fund sales shows clients are looking for guarantees
Advisors surveyed this year report growing books of business
Advisors who rate their firms’ compensation structures highly cite different reasons for their satisfaction
And despite dedicated sales agents’ happiness with their companies’ brand names, their sentiments were more mixed
Ability to offer practical training for insurance agents at various levels is the main reason for advisor satisfaction
And sales of living-benefits policies rise as clients become more aware of their availability
Although carriers have yet to standardize application systems, some firms are stepping up their internal processes
The aging population’s planning needs have led firms to improve the support services advisors offer clients
The firms that provide full-fledged, structured succession programs or solid support earn the praise of their advisors