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Insurance Advisors’ Report Card 2015

The correlation between the support advisors receive from — and the ratings they gave — their firms and MGAs is no coincidence. All the insight, the ratings and the candid comments from the August 2015 issue of Investment Executive newspaper.

July 24, 2015

Report Card: Advisors’ big shift

Investments gain greater importance

  • July 23, 2015 January 20, 2018
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A wide divide in ongoing training

As MGAs excel in providing training, dedicated agencies are falling woefully behind

  • July 23, 2015 January 20, 2018
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Product shelf matters greatly to advisors

Firms excel at having a rich variety of products and providing advisors with freedom to choose products that suit clients best

  • July 23, 2015 July 23, 2015
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Going the extra mile

Advisors prefer direct managers whom they consider to be partners and do what's necessary to help

  • July 23, 2015 July 23, 2015
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Great assistance in high demand

The correlation between the support advisors receive from - and the ratings they gave — their firms and MGAs is no coincidence

  • July 23, 2015 January 20, 2018
  • 23:00

Engagement letters gaining prominence

The percentage of advisors and clients who have signed engagement letters has risen over the past year

  • July 23, 2015 January 20, 2018
  • 23:00

Falling short on technology

Despite praise for some firms, most advisors were dissatisfied with the tech tools, CMS and financial planning tech available

  • July 23, 2015 July 23, 2015
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A mixed bag in application processing

Advisors with Freedom 55 and GWL were livid with their application processing, while other firms do a solid job

  • July 23, 2015 January 20, 2018
  • 23:00

Insurance Advisors’ Report Card 2015 main chart

How advisors rated their firms

  • July 23, 2015 March 21, 2018
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