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Insurance Advisors’ Report Card 2017

Insurance advisors surveyed for this year’s Insurance Advisors’ Report Card are dissatisfied with their insurance agencies’ efforts in many critical categories, resulting in lower ratings across the board. The message to firms is clear: they need to do more to support their advisors.

August 15, 2017

Slideshow: How insurance advisors have rated their firms this decade

The Report Card average has remained quite stable during the past eight years, but some firms have seen some dramatic changes

  • August 15, 2017 January 20, 2018
  • 09:00

Slideshow: Unique differences among insurance firms’ advisors

For insurance advisors, average age, tenure in the industry and with their firms, as well as annual compensation, is most revealing

  • August 2, 2017 January 20, 2018
  • 11:00

Insurance Advisors’ Report Card 2017: Editors discuss results

Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year's Insurance Advisors’ Report Card, which show advisors need more support from their firms in key areas of financial planning and back office support.

  • July 28, 2017 December 19, 2017
  • 08:00

Insurance firms get top marks for freedom

There's an approach to advisor autonomy at firms, which allows advisors to make product choices for clients without any interference

  • July 27, 2017 December 18, 2017
  • 23:50

Insurance Advisors’ Report Card 2017 main chart

How advisors rated their firms

  • July 27, 2017 June 19, 2018
  • 23:50

Big shifts in four firms’ ratings

Many ratings for Financial Horizons, Freedom 55 and Hub dropped significantly, while Sun Life enjoyed several increases

  • July 27, 2017 January 22, 2018
  • 23:50

Advisors in need of more support

Most insurance agencies were rated much lower in a bevy of categories this year. Advisors want firms to step up their efforts

  • July 27, 2017 January 22, 2018
  • 23:50

Room for improvement on CMS

Most advisors voiced their displeasure with their firm's CMS, but advisors with Sun Life and IDC WIN were very satisfied

  • July 27, 2017 December 18, 2017
  • 23:50

Application processing still a big concern

For many advisors, their firm's back office and administrative support for new business leaves much to be desired

  • July 27, 2017 January 19, 2018
  • 23:50

Work to do on financial planning

Advisors seek the right combination of technology and support specialists to create strong financial plans for their clients

  • July 27, 2017 December 18, 2017
  • 23:50