Report Cards

Insurance Advisors’ Report Card 2015

Insurance Advisors’ Report Card 2015 main chart

July 23, 2015 IE Staff
2015 Insurance Advisors’ Report Card main chart
Insurance Advisors’ Report Card 2015

A mixed bag in application processing

July 23, 2015 Megan Harman
Insurance Advisors’ Report Card 2015

Falling short on technology

July 23, 2015 Rudy Mezzetta
Insurance Advisors’ Report Card 2015

Engagement letters gaining prominence

July 23, 2015 Kelsey Rolfe
Insurance Advisors’ Report Card 2015

Great assistance in high demand

July 23, 2015 Fiona Collie
Bank advisors cast a critical eye
Insurance Advisors’ Report Card 2015

Going the extra mile

July 23, 2015 Joy Blenman
Insurance Advisors’ Report Card 2015

Product shelf matters greatly to advisors

July 23, 2015 Fiona Collie
Insurance Advisors’ Report Card 2015

A wide divide in ongoing training

July 23, 2015 Leah Golob
Insurance Advisors’ Report Card 2015

Report Card: Advisors’ big shift

July 23, 2015 James Langton
Special Reports

Point of sale: Requirements and exceptions for online and phone sales

July 21, 2015 Rebecca Cowdery
Point of sale: Requirements and exceptions for online and phone sales
Special Reports

Casual Friday: Three quick tips on email etiquette

July 17, 2015 Leah Golob
Special Reports

Build point of sale into your practice

July 14, 2015 Rebecca Cowdery
Build point of sale into your practice