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ANALYSIS OF SALES FORCE: ANNUITY STRATEGIES

Scheduled Release: 2015-2016 available now
Publication Price: $3895.00

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

Overview

This report provides an in-depth, quantitative analysis of 1st and 2nd Tier Annuity Company sales force structure, staffing — allocated by product and distribution channel, territory size and spans of control that impact wholesaler annuity sales distribution.

Sales forces are increasingly under competitive pressure to become more selective about whom they approach and what their sales message will be. This report helps address fundamental distribution issues such as whether there appears to be a greater shift towards specialization. Sales force organizations are changing in order to implement these shifts in sales strategies.

 

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