Has your business experienced any meaningful reduction in the cost of delivering advice in the last 12 months?
- No (93%)
- Yes (7%)
Start Date: March 4, 2025 @ 6:35 pm
End Date: March 18, 2025 @ 8:45 pm
End Date: March 18, 2025 @ 8:45 pm
I’m ok if my preferred insurers offer my clients a choice of premium payment structures which include upfront discounting.
- Disagree (58%)
- Agree (35%)
- Not sure (7%)
Start Date: February 18, 2025 @ 6:46 pm
End Date: March 4, 2025 @ 6:36 pm
End Date: March 4, 2025 @ 6:36 pm
Is your advice practice experiencing a higher rate of life insurance policy cancellations over the past 12 months?
- Yes (78%)
- No (16%)
- Not sure (6%)
Start Date: February 4, 2025 @ 1:08 pm
End Date: February 18, 2025 @ 6:47 pm
End Date: February 18, 2025 @ 6:47 pm
Do you expect to build more AI technology into your advice practice operations over the course of 2025?
- Yes (56%)
- No (29%)
- Not sure (15%)
Start Date: January 21, 2025 @ 11:01 am
End Date: February 4, 2025 @ 1:07 pm
End Date: February 4, 2025 @ 1:07 pm
What is your preferred term for the new class of adviser?
- Product Consultant (35%)
- Restricted Adviser (27%)
- Product Agent (17%)
- None of these (10%)
- Advice Consultant (7%)
- Advice Associate (2%)
- Qualified Adviser (2%)
Start Date: December 17, 2024 @ 2:07 pm
End Date: January 21, 2025 @ 11:04 am
End Date: January 21, 2025 @ 11:04 am