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Industry Insurance Investment
Topic Advisor Marketing Advisor Productivity Asset Allocation and Wealth Analysis Corporate News Financial Needs Analysis Practice Management Relationship Management Sales Growth for Advisors
Type Article Press Release Webinar Case Study eBook Workbook
Author Charles Pedneault François Levasseur Jean Sabbagh Jonathan Georges Olivier Lafontaine

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  Advisor Productivity

  An Integrated Approach to Adding Value for Advisors

  How MGA's can add value to an advisors practice and navigate the changing insurance distribution landscape.

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  Advisor Productivity

  How One Advisor Dramatically Deepened Client Relationships

  Read the case study to find out how one advisor grew her business after the distributor she worked with implemented Equisoft/plan in their advisor force.

  Read Case Study