This will provide a summary of current practices. The mailing would go out to 4,000 randomly selected financial planners. Participants during the project planning meetings will determine the content of these public results. The survey of financial planners would be fielded by mid-January 2001. The final report on the results of the study would be available by the end of May 2001.
All fees are due in two installments.
The first half will be billed after the necessary number of companies enroll, part of which is nonrefundable. Final payment will be billed in December for those companies wishing to pay for it out of the current year's budget, but will not be due until the completion of the report in May 2001. Customized payment options are available. Joseph A. Gareis, senior research consultant, will direct the research and is the primary contact for the project. Each sponsoring company will be entitled to receive copies of the report and other data developed during the conduct of the project.