Based on your feedback, ESI has updated the Agent and Agency Ranking reports available through the ACE Commission Portal. Formerly, these reports highlighted proprietary compensation. As always, we think it is important to focus on our client’s best interests, whether their needs are addressed with a proprietary product, or a non-proprietary product like one of ESI’s investment advisory offerings or a commission-based product.
Moving forward, the new layout of these reports will categorize Gross Dealer Concession/Production in two ways – Broker/Dealer Concessions and Advisory Fees.
Three new reports will rank representatives in the following methods:
– Agent Ranking Report on Total Production
– Agent Ranking Report on Broker/Dealer Concession
– Agent Ranking Report on Advisory Fees
We will also continue to produce the Agency Ranking on Total Production, which will be broken down into the two categories listed above.
For questions on these updates, please reach out to ESI Commissions at 800-344-7437.
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