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“Advisor channels are very important to us. They are not just the basis of what we do, but the way we reach our customers,” Cantel said.
“In my personal opinion, the role of an advisor is very important for the types of products we sell. This is not the simplest type of insurance in the world, and there are opportunities to simplify the product, but advisors. I think it’s the client’s overall financial well-being that really adds value. “
“That’s also what our customers are telling us. As long as the advisor channel is really relevant to our customer base, it’s also relevant to us,” she explained.
“One of the things I personally look forward to is spending time getting to know advisors and discussing where they really have the opportunity to work together to create a customer-driven approach.”
As all sectors have fallen into a lot of uncertainty over the past year, Cantell said Fidelity’s network of advisors provides important insights that lead to improved products, communications and support.
“As a product provider, we naturally have our views and ideas, but advisors will definitely do so-so putting it all together is very powerful,” she said.
“When we see the mysterious future that we all are still discovering, most of our strategy is to listen to what they are telling us. Advisors tell us that we are on the market. It’s important to discover what those customers need when they enter the market and to incorporate those insights and take action. “
Why this insurance company distributes exclusively through advisors
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