Financial Advisor Survey on Insurance CE Announced
A Milwaukee based CE Provider, Quest CE recently invited over 20,000 financial advisors to participate in a survey on their perceptions of value-added insurance continuing education (CE).
Their 15-question survey was aimed at finding out the advisors’ opinions on the insurance continuing education (CE) sessions being offered in their branch offices by wholesalers and of the wholesalers themselves.
According to Quest CE, early results show almost 80% of the advisors who responded make time to attend insurance continuing education sessions that wholesalers present at their office, and 90% agreed that these CE presentations are relevant and informative.
“We assumed that a majority of advisors would make time to attend CE events,” says Shelly Boss, Director of Operations for the Milwaukee based Quest CE. “But even we were surprised by the overwhelmingly positive response the survey received.”
The survey asked whether the advisor was more likely to attend an instructor-led continuing education session than a product update meeting held by a wholesaler. Almost 70% of the respondents said they were more likely to attend the CE session, further illustrating the fact that wholesalers who offer CE in branch offices can dramatically increase contacts, strengthen relationships, and improve their sales numbers.
Nearly 90% of respondents said they would be interested in receiving continuing education voucher cards from wholesalers who do not offer a “live” CE session in their office.
“It’s further proof that financial advisors are looking for ways to fulfill their state insurance CE requirements,” says Boss. “If they can’t get CE by sitting through the wholesaler’s presentation, they would be interested in a continuing education voucher card that they could use to learn more about the types of products the wholesaler is offering.”
For information regarding The CE Depots products and services, visit www.thecedepot.com or call 866.946.4873.
About The CE Depot
Over the past 7-plus years, The CE Depot has built a reputation as being the premier provider of value-added continuing education (CE) and other marketing solutions to help financial institutions increase awareness and sales of their products.
