WHOLESALER GROUP SIZE
& COMPENSATION:

• Mutual Funds
• Variable Annuities

COST OF DISTRIBUTION:

• Mutual Fund Sales
• Variable Annuity Sales

ANALYSIS OF SALES FORCE:

• Mutual Fund Strategies
• Variable Annuity Strategies

401(k) RETIREMENT PLAN SALES COMPENSATION SURVEY:

• Small to Mid-Sized Plan Markets

ANNUAL SALES COMPENSATION
SURVEY & ANALYSIS

Scheduled Release: 2008-2009 available now
Publication Price: $1295.00

Methodology
Universe of Companies
Sample Data
Questionnaire
Press Release

Overview [Online Compensation][Order Report]

Providing relevant and comprehensive information supporting the marketing/sales strategies unique to: Annuity, Insurance, Managed Money, Mutual Fund and Pension/Retirement Services.

Our authoritative and practical Survey examines the relationships among the various elements of the total pay program. The information is assembled and organized from our Sales Compensation Questionnaire, which is completed by participating companies; plus extensive field and telephone interviews.

Each section in this timely resource is generously charted to make reading and comprehension easy.

Valuable features include:

• All elements of pay... Base Compensation — Commission and Bonus; Total Cash; Expenses — Travel and Entertainment; and Benefits — Dental, Disability, Life, Medical and Retirement
• Position specific for... Support Function — Inside Sales, Sales Desk Manager, Back Office, Operations Manager, and Administrative; Field Sales Function — Wholesaler, Institutional Sales and Pension Sales; and Staff/Management Function — National Account/Channel Manager, Product Manager and National Sales Manager
• Data specific by Product, Company Size, Distribution and Phase of Market Development
• Total Cost of Distribution — Basis Points of Expense; Staffing Ratios; and Sales Production Volume
• Turnover — Rate, Factors and Differences

Online Compensation Survey & Analysis

Purchase of our annual survey entitles confidential "user/password" accessibility to interactive compensation models. Your data — Base, Incentive, and Total Cash calculations — is readily compared specific to Product, Company Size, Distribution, and Phase of Market Development industry benchmarks. To Demo, click here.