Changing technology and consumer expectations are driving companies to revisit how they market, sell, and service.
This webinar sets the record straight by examining some commonly held myths around the distribution of financial services.
- Distribution Channels
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Multiple Line Exclusive Agency (MLEA)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Distribution Management
- Field Expense Management
- Field Leadership
- Field Performance
Join us for a report from leading experts on major US insurance regulatory and transactional topics for 2018 that will also bear on the direction of the industry.
This webinar will describe the size of the life insurance opportunity, how the industry defines adequacy, and offers several approaches to increase sales by questioning the ways in which the industry thinks about life insurance.
Service to sponsors and participants is of paramount importance to plan advisors, and in order to better support their efforts, knowing how they craft their own service offering is paramount.
Please join Todd Giesing, Assistant Research Director, for a quick 15-minute overview of the key themes and trends of the 1st Quarter 2017 annuity sales and what our expecatins are for the future of the individual annuity market.
Please join Todd Giesing, Assistant Research Director, for a quick 15-minute overview of the key themes and trends of the 4th Quarter and 2016 annuity sales and what our expectations are for the future of the individual annuity market.