The insurance advisors surveyed in 2021 were pleased overall, with even the lowest-rated firms seeing many areas of improvement
September 19, 2021
The insurance advisors surveyed in 2021 were pleased overall, with even the lowest-rated firms seeing many areas of improvement
September 19, 2021Guidance from firms is appreciated by surveyed advisors
As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs
The satisfaction of insurance advisors hinges largely on respect for their independence
The advisors surveyed in 2021 were more satisfied, with even the lowest-rated firms seeing many areas of improvement
Both dedicated agencies and MGAs offer a range of communication tools
Methodology for the Insurance Advisors' Report Card
How insurance advisors rated their agencies
Insurance industry’s “middle class” grows
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of…