The inaugural Insurance Advisor Report, based on a web survey conducted this past autumn by Investment Executive, polled insurance advisors about the professional support they receive.

Respondents reflected on the business tools and guidance offered by either their primary company or managing general agent (MGA). Most were independent advisors who worked through MGAs, but some captive advisors with large insurers also took part.

Advisors also shared whether they’d recommend that friends or colleagues outside of the insurance industry pursue a career in the space.

Research by:
Katie Keir and Emily Fox

Research editor:
Katie Keir

Click the image below to obtain a PDF of the data charts.

2022 Brokerage Report Card chart