Regulations, Transparency, and the Future of Incentive Trips

Regulations, Transparency, and the Future of Incentive Trips

Here’s an apt description of the financial services industry, borrowed from a reality-TV show title: “It’s complicated.”

In general, the part of the industry that concerns financial and insurance conference planners is the universe of registered reps and insurance agents who work for broker/dealers, either as independents or as captive agents. That is, salespeople who work on commission, and who insurance and financial services companies often motivate throug

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