The Advisor Trust Index (ATI)  is a structured, data-driven measurement framework designed to quantify and track the level of trust financial advisors place in a distribution firm. Trust is not a soft metric. In distribution-led financial services businesses, it is a leading indicator of: Revenue growth Advisor retention Share of wallet Product adoption Long-term partnership stability The ATI converts advisor sentiment into a measurable, actionable strategic asset. Why This M

In the modern annuity landscape, the competitive "moat" is shifting. For years, carriers leaned heavily on financial ratings and aggressive product pricing to win shelf space. While those factors still matter, they are no longer the primary drivers of sustainable growth. Today, Trust is the most valuable asset a carrier can hold. Beyond the Spreadsheet Financial advisors are evolving. They are no longer evaluating partners solely on a "best-of" product list; they are looking

In today’s annuity environment, advisor trust has become a primary determinant of distribution strength. Advisors are no longer evaluating carriers solely on credit ratings or product competitiveness—they are increasingly selecting partners based on the full experience of doing business: transparency of contract economics, consistency of service and claims execution, operational responsiveness, and alignment with client-first outcomes. As fiduciary expectations rise and produ

Advisor Trust Index - Annuities, Launched to Bring Long-Term Clarity to Carrier Partnerships The Advisor Trust Index  has been introduced as a new, advisor-centric framework designed to evaluate annuity carrier partnerships based on long-term trust, consistency, and real-world advisor experience —not short-term pricing or static rankings. Unlike traditional scorecards, the Advisor Trust Index operates as a quarter-over-quarter governance model , tracking how carriers perform

The Advisor Trust Index  delivers a clear, data-driven view of how financial advisors nationwide trust and evaluate annuity carriers. Built from direct engagement with RIAs, commission-based, and hybrid advisors, it reveals what truly earns advisor confidence—and why it matters for your business growth. Developed by Pulse Logic , the Index combines in-depth advisor interviews, a national survey, and rigorous research to quantify the key factors behind trust and loyalty. All i

The Advisor Trust Index  provides a quantitative measure of how financial advisors across the United States trust and evaluate annuity carriers. It captures advisors’ attitudes, perceptions, and the relative importance of the key elements that influence their business decisions. Pulse Logic developed the Index by engaging directly with the advisor community. We began with open conversations involving a broad mix of Registered Investment Advisors (RIAs) , commission-based advi

The Advisor Trust Index  measures the level of trust financial advisors place in annuity carriers. It captures advisors’ attitudes,...

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