Investment Executive Weekly newsletter

Week of August 07, 2018
Your Weekly e-newsletter and alerts
Go to website

Industry News
Slideshow: Insurance advisors keen to recommend their agencies
Although the majority of insurance agencies received strong recommendations, there were a few that declined, in advisors’ eyes, this year
August 7, 2018

Insurance Advisors’ Report Card
Growing divide in advisors’ assessments
The ratings for the five MGAs in the survey were very strong, whereas those for the dedicated sales agencies and the sole PPGA were less favourable

Insurance Advisors’ Report Card
2018 Insurance Advisors’ Report Card main chart
How advisors rated their firms

Insurance Advisors’ Report Card
Advisors focused on core business
Although average AUM and productivity declined, advisors' attention to life insurance has increased

Insurance Advisors’ Report Card
Change in fortunes for three firms
Advisors with Hub Financial were much more pleased with their firm this year the same cannot be said for GWL or Sun Life

Insurance Advisors’ Report Card
Advisors are split on their back offices
One set of firms received lower ratings in the three back-office categories, but another set of firms were praised for their efforts

Insurance Advisors’ Report Card
Praise for firms’ marketing support

Insurance Advisors’ Report Card
Training offerings meet expectations

Report Cards
Insurance Advisors’ Report Card 2018
MGAs received high praise from their insurance advisors while those at dedicated agencies and the lone personal producing general agency were less enthusiastic


This message was sent to @{Email Name}@ by Investment Executive Manage subscription \| Unsubscribe © 2026 Newcom Media Inc. All Rights Reserved. 5353 Dundas St. West, Suite 400 \| Toronto \| ON \| M9B 6H8 Support : service@newcom.ca \| 1-844-241-0116 Privacy Policy \| Terms and Conditions