Investment Executive AM newsletter

Monday December 27, 2021
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Insurance Guide
Help your client understand par policy dividends
Being clear about the dividend scale is part of the conversation
June 14, 2021

Insurance Guide
Cascading wealth
Boomers are using permanent life insurance to leave a multigenerational legacy
June 14, 2021

Insurance Guide
Seg funds 101
Learn the pros, cons and intricacies of these often misunderstood products — and earn CE credit!
June 14, 2021

Insurance Advisors’ Report Card
Fewer advisors make top compensation
Insurance industry’s “middle class” grows
September 20, 2021

Insurance Advisors’ Report Card
Advisors praised open communication during hard times
Both dedicated agencies and MGAs offer a range of communication tools
September 20, 2021

Insurance Advisors’ Report Card
Insurance Advisors' Report Card 2021 main chart
How insurance advisors rated their agencies
September 20, 2021

Magazines
Insurance Guide 2021
In this year's Insurance Guide, we deliver the goods on par policy dividends, insurance-tracking shares, how to buy a book of business — and so much more
14 June 2021

Report Cards
Insurance Advisors’ Report Card 2021
The insurance advisors surveyed in 2021 were pleased overall, with even the lowest-rated firms seeing many areas of improvement
13 September 2021


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