Our industry benchmark include client and consumer experience, adviser scorecards, practice performance including structure, staffing, renumeration and financial outcomes, member engagement and life company performance across adviser, policyholder and claimant populations.
Adviser performance as rated by clients
Advice Practice structure, systems, processes, staffing, renumeration and financial performance
Life Company Performance
Performance of life companies based on feedback from advisers, policyholders and claimants.