Digital advice services don’t compete against the value I deliver as a financial adviser.
- Agree (53%)
- Disagree (35%)
- Not sure (12%)
Start Date: May 7, 2024 @ 1:07 pm
End Date: May 21, 2024 @ 5:03 pm
End Date: May 21, 2024 @ 5:03 pm
Premium affordability means almost all life insurance policies we place for our clients are a compromise.
- Agree (84%)
- Disagree (15%)
- Not sure (1%)
Start Date: April 23, 2024 @ 3:07 pm
End Date: May 7, 2024 @ 2:22 pm
End Date: May 7, 2024 @ 2:22 pm
Would you consider building a client risk matrix into your life insurance advice process?
- Yes (61%)
- No (20%)
- Not sure (19%)
Start Date: April 9, 2024 @ 7:08 pm
End Date: April 23, 2024 @ 3:08 pm
End Date: April 23, 2024 @ 3:08 pm
When delivering risk-only advice, it’s ok to charge an advice fee to supplement any commission income.
- Agree (78%)
- Disagree (18%)
- Not sure (4%)
Start Date: March 26, 2024 @ 3:03 pm
End Date: April 9, 2024 @ 7:09 pm
End Date: April 9, 2024 @ 7:09 pm
It remains possible to sustain a commercially successful risk-focussed advice business model.
- Agree (47%)
- Disagree (36%)
- Not sure (17%)
Start Date: February 20, 2024 @ 4:00 pm
End Date: March 26, 2024 @ 6:22 pm
End Date: March 26, 2024 @ 6:22 pm