Financial Services Survey: Addressing Your Needs

What are your primary concerns when considering life insurance?

Coverage adequacy Affordability Understandability of policies Beneficiary designation Claim settlement process

What factors influence your decision on annuities?

Guaranteed income stream Tax benefits Surrender charges Market performance risks Payout options

What concerns you most about mortgage protection?

Coverage exclusions Premium affordability Claim approval process Policy transferability Coverage limits

Which feature of IUL policies interests you the most?

Flexible premiums Cash value growth potential Death benefit options Loan options Policy guarantees

What do you seek in a brokerage service?

Diverse investment options Low fees/commissions Research tools and resources Customer service Ease of trading

What challenges do you face in hiring for insurance agencies?

Recruitment of qualified candidates Training new hires Retaining skilled agents Managing agency growth Building a strong sales team

What support do you seek for licensed agents?

Continuing education programs Sales and marketing resources Lead generation assistance Compliance guidance Networking opportunities

All set, how can we reach you?

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Your insights drive our commitment to financial security!