Investment Executive Special Alert

Monday September 19, 2022
Financial news you can use
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Insurance Advisors’ Report Card
Insurance advisors value receptiveness, stability
Firms that responded to advisors' concerns and helped them solve problems were rated highest
September 19, 2022

Insurance Advisors’ Report Card
Insurance Advisors’ Report Card 2022 main chart
How insurance advisors rated their agencies' performance
September 19, 2022

Insurance Advisors’ Report Card
Proportion of top-paid insurance advisors surges
Advisors who made more than $1 million jumped to 14.4% from 3.1% last year
September 19, 2022

Insurance Advisors’ Report Card
Back-office services still miss the mark
IDC WIN was rated highest in all three back-office categories
September 19, 2022

Insurance Advisors’ Report Card
Technology is key to client onboarding
Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors
September 19, 2022

Insurance Advisors’ Report Card
Insurance agencies sharpen their focus on financial planning
But while some advisors say they are getting the planning tools they need, others say their firms need to do more
September 19, 2022

Insurance Advisors’ Report Card
To recommend or not to recommend?
September 19, 2022

Insurance Advisors’ Report Card
Insurance Advisors' Report Card 2022: How we did it
September 19, 2022

Insurance Advisors' Report Card 2022

Report Cards
Insurance Advisors’ Report Card 2022
Canada’s insurance advisors are demanding more from their firms and leadership teams
15 September 2022


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