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COST OF DISTRIBUTION: ANNUITY SALES FORCES

Table of Contents [Overview] [Methodology] [Order Report]

INTRODUCTION

GENERAL CONCLUSIONS
200 Summary
210 Annual Sales Production
220 Total Sales Costs
230 Annual Production per Sales Cost
240 Basis Points of Expense
250 Sales Cost Allocation
260 Wholesaler: Total Cash, Base and Incentive Compensation
270 Performance Profile

1st TIER GROUP
300 Summary
310 Support Function: Compensation, Ratios, Expense
320 Staff/Management Function: Compensation, Ratios, Expense
330 Fixed vs. Variable Compensation Mix
340 Wholesaler: Total Cash, Base and Incentive Compensation
350 Performance Profile

2nd TIER GROUP
400 Summary
410 Support Function: Compensation, Ratios, Expense
420 Staff/Management Function: Compensation, Ratios, Expense
430 Fixed vs. Variable Costs
440 Wholesaler: Total Cash, Base and Incentive Compensation
450 Performance Profile

BENCHMARKS
500 Summary
510 1st vs. 2nd Tier Group

 

 

COMPENSATION SURVEYS & REPORTS

Sales Compensation Survey & Analysis
2016-2017 Annual

Wholesaler Group Size & Compensation:
Mutual Funds | Annuities

Defined Contribution (401k, 403b & 457 Plans) Retirement Sales Compensation Survey:
Small to Midsize Plan Markets
Large Plan Markets

Cost of Distribution:
Mutual Funds | Annuities

Analysis of Sales Force:
Mutual Funds | Annuities