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
The correlation between the support advisors receive from - and the ratings they gave — their firms and MGAs is no coincidence
The percentage of advisors and clients who have signed engagement letters has risen over the past year
Despite praise for some firms, most advisors were dissatisfied with the tech tools, CMS and financial planning tech available
Advisors with Freedom 55 and GWL were livid with their application processing, while other firms do a solid job