Being on the road is a trait of insurance advisors, so they need the right technology and help for using it when not in the office
Investments are once again taking a back seat to insurance products, as life insurance and living benefits revenue rises
RBC Life, Hub Financial and PPI Advisory advisors were happier with their firms, but those with Sun Life were less pleased
The insurance channel is going through some changes, and advisors lauded the firms providing the necessities to succeed
How advisors rated their firms
Investments gain greater importance
As MGAs excel in providing training, dedicated agencies are falling woefully behind
Firms excel at having a rich variety of products and providing advisors with freedom to choose products that suit clients best
Advisors prefer direct managers whom they consider to be partners and do what's necessary to help