1.0
Aug 25, 2010
Recommend
CEO approval
Business Outlook
Pros
The parking garage and the work out center are great features. They keep the building in fine shape. Most of the employees truly care for each other.
Cons
Lack of communication between departments. Hold themselves out as planners but are really just selling products, and the product inventory is very limited. They love the commission heavy whole life policies and depend on the revenue streams from those policies to keep the back office afloat. They were fined $12 million dollars for the way that they did business and the senior leaders are dragging the field force back to those scripts and conversations that lead to the fines. Most advisors are just sales people dressed up as planners.