Industry News

Insurance Advisors’ Report Card 2016

The insurance industry is in a period of transition, and insurance advisors appreciate that the dedicated sales agencies and managing general agencies through which they work are able to provide the support needed to steer through those changes and to take advi­sors' businesses to new heights.

In this Special Feature

  • Insurance Advisors’ Report Card 2016: Editors discuss the results

    Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Insurance Advisors’ Report Card. With the insurance channel going through some changes, advisors lauded the firms providing the necessities to succeed.

    Industry News
  • Finding support in a time of change

    The insurance channel is going through some changes, and advisors lauded the firms providing the necessities to succeed

    Insurance Advisors’ Report Card
  • Insurance Advisors’ Report Card 2016 main chart

    How advisors rated their firms

    Insurance Advisors’ Report Card
  • Four firms see big changes in their ratings

    RBC Life, Hub Financial and PPI Advisory advisors were happier with their firms, but those with Sun Life were less pleased

    Insurance Advisors’ Report Card
  • Advisors’ focus turns to life insurance

    Investments are once again taking a back seat to insurance products, as life insurance and living benefits revenue rises

    Insurance Advisors’ Report Card
  • Firms praised for informing advisors

    Being kept up to speed in all the topics that matter to advisors and their businesses is a task that firms are performing admirably

    Insurance Advisors’ Report Card
  • Mobile tech becomes a major factor

    Being on the road is a trait of insurance advisors, so they need the right technology and help for using it when not in the office

    Insurance Advisors’ Report Card
  • Marketing support improving

    Advisors favour their firms' in-house marketing specialists, social media support, online resources and customizable material

    Insurance Advisors’ Report Card
  • Big evolution in rewards

    Despite the popularity of sales-based travel incentive conferences, many advisors are OK with seeing them go

    Insurance Advisors’ Report Card
  • Help in positioning a product is stellar

    Insurance Advisors’ Report Card