Intercompany Variable Performance Survey

Complete our confidential survey and receive a free report and analysis of the results from Problem Solving Enterprises. Results will only be provided at the summary level. Comments will remain anonymous.

The survey should only take about 10 minutes to complete. We expect to close off the survey in about 14 days, so why not complete it now:

Click Here To Take Survey

If you prefer to complete a paper copy of the survey and mail or fax it to us, click here for a printable pdf survey form. If you do not have the Adobe Acrobat PDF reader needed to view this form, click here to download Adobe Acrobat 

Who Should Complete This Survey?

We welcome all company representatives that are responsible for some aspect of the support and success of their company's VA/VUL products. This may include marketing, sales, financial, actuarial, compliance, or corporate communications. If you feel someone else would be better suited to complete the survey in your company, we would appreciate it if you could forward this request to them.

We also would like to have agents, brokers, and other company distribution partners complete the survey. In many situations, distributors will have the most important perspective on where communications and tools need to improve.

Why This Survey?

Effective communication and education of the purpose, benefits, performance, and suitability of variable insurance products are key to their ongoing success, for individual companies, distributors, as well as the industry as a whole.

The survey will measure the effectiveness of VA/VUL performance illustration tools, from both a company and distributor perspective. How well do companies educate and manage the expectations of your customers? What problems do companies experience? What solutions work best? How does your experience compare to other companies? How well do the perceptions of distributors and their companies line up?

This survey will help us gain a better understanding of the perceived needs so that we can continue to offer better tools and services.

Click Here To Take Survey

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