Distributor Performance & Strategy Benchmarking Survey Now Open!

Take the survey to get access to the report. Survey responses are due April 15, 2023.

About the Report

WHAT IS IT?
The annual ISA Distributor Annual Performance & Strategy Report presents a detailed analysis of key operating data from ISA member distributors. Based on confidential surveys submitted (the survey is open now through April 15, 2023), this report will include a compilation and analysis of financial and operations data segmented by sales volume, line of business, a special grouping of “Best in Class” based on return on assets performance, and other data aggregations deemed relevant.

To see an example of a previous report and to get an idea of the powerful information provided, CLICK HERE.

WHO IS IT FOR?
This survey and report are exclusively for MROP Distributors.

WHEN IS THE SURVEY DUE?
The deadline to submit your survey is April 15, 2023. Because the report is comprehensive, the survey may take a couple of hours to complete but all of the information should be easily accessible as you close out the 2022 year.

WHEN WILL THE REPORT RESULTS BE READY?
The report results will be published in late April to mid May 2023.

IMPORTANT NOTES:
Results are only available to ISA members who complete the survey. If you are not a member of ISA and are looking to access the results, please reach out to Brendan Breen, ISA President, at bbreen@isapartners.org.

Complete the Survey