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  • Insurance Advisors’ Report Card 2015: Editors discuss key trends

    Insurance Advisors’ Report Card 2015: Editors discuss key trends

    Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Insurance Advisors’ Report Card 2015. Emerging trends among insurance advisors include increasing sales of investment products, disappointment with technology and tech support, and a greater focus on getting clients to sign letters of engagement.

    Interview of Fiona Collie, Pablo Fuchs |
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