4.0
Nov 26, 2012
Recommend
CEO approval
Business Outlook
Pros
Managers are excellent and really work hard to help the financial advisers succeed. They do a great job with conferences, meetings & providing good marketing materials. Good financial planning tools. You have complete control over your schedule and work/life balance. Management is supportive throughout to help you hit your goals. AIG is coming back. You can cross-sell almost anything. Own B/D. Great benefits. Integration with sunamerica will only help.
Cons
Average CRM, portfolio diagnostic tools. K12 market is tough. Big focus on new enrollments. Commission grids changing/reduced. It takes a few years to really get going for new people without relationships.