COMMUNITY CHARTER

Thank you for being a part of the Financial Insights Forum, a private online community where a select group of financial professionals have been invited to share their perspectives on topics and issues impacting the financial services industry. Your interest is greatly appreciated.

As a member of the Financial Insights Forum, you will regularly receive emails inviting you to participate in a variety of polls, surveys, and online discussions. You will be asked to provide your opinions and feedback on a number of topics, including your experiences as a financial professional, current industry trends, messaging and new product development concepts, and more. You will also have the opportunity to share your thoughts with and learn from fellow community members.  

For your time, you will be awarded points that can be applied to gift cards from prominent online retailers (e.g. Amazon, Walmart, Starbucks) – one of our key ways of saying thank you.

If you have a question or concerns about an experience or service, please visit the FAQ page or contact the moderators by clicking here.

For more information on the rules of the Financial Insights Forum community, please view our Rules of Participation here.