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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.

July 29, 2016

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

  • July 29, 2016 January 22, 2018
  • 23:04

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.

  • July 29, 2016 December 15, 2017
  • 08:25

Help in positioning a product is stellar

Independent insurance advisors have high expectations for their managing general agencies (MGAs) regarding support in positioning a product

  • July 29, 2016 January 19, 2018
  • 00:00

Big evolution in rewards

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

  • July 29, 2016 July 29, 2016
  • 00:00

Marketing support improving

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

  • July 29, 2016 January 19, 2018
  • 00:00

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

  • July 29, 2016 July 29, 2016
  • 00:00

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

  • July 29, 2016 January 19, 2018
  • 00:00

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

  • July 29, 2016 July 29, 2016
  • 00:00

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

  • July 29, 2016 January 19, 2018
  • 00:00

Insurance Advisors’ Report Card 2016 main chart

How advisors rated their firms

  • July 29, 2016 January 19, 2018
  • 00:00