Research
Client, Policyholder and Claims Experience, Adviser and Practice performance, membership engagement and consensus programs for Life Companies, Advisers, Practices, Licensees, Consumers and Professional Associations are just some of our research capabilities.
Find out moreBenchmarks
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.
Find out morePublications
In addition to a large number commissioned benchmarked company performance reports, we produce between two and four industry white papers per year in partnership with life companies and professional associations, several media columns, and a small number of keynote presentations.
Find out moreProducts
These include Awards programs for licensees and Associations, the Most Trusted Adviser Network, the Leading Practices Program, the Advice Village, eFFECTIV Coach, the Life Insurance Industry Performance Barometer, and Consumers Choice Awards.
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