The next level for insurance planning
To help advisors in the holistic space, agencies must continue to invest in support
- By: Maddie Johnson
- September 20, 2019 October 31, 2019
- 00:10
Latest news in 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…
- By: Fiona Collie
- July 27, 2018 October 31, 2019
- 00:18
2018 Insurance Advisors’ Report Card main chart
How advisors rated their firms
- By: IE Staff
- July 27, 2018 October 31, 2019
- 00:17
Advisors focused on core business
Although average AUM and productivity declined, advisors' attention to life insurance has increased
- By: James Langton
- July 27, 2018 October 31, 2019
- 00:16
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
- By: Anthony Burton
- July 27, 2018 October 31, 2019
- 00:15
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
- By: Ramona Leitao
- July 27, 2018 October 31, 2019
- 00:14
Praise for firms’ marketing support
Advisors cited financial help and internal experts as key reasons why they rated their firm's support higher this year
- By: Leah Golob
- July 27, 2018 October 31, 2019
- 00:13
Training offerings meet expectations
Advisors at most of the insurance agencies in the Report Card gave passing grades for ongoing training initiatives
- By: Curtis Panke
- July 27, 2018 October 31, 2019
- 00:12
Big shifts in four firms’ ratings
Many ratings for Financial Horizons, Freedom 55 and Hub dropped significantly, while Sun Life enjoyed several increases
- By: Fiona Collie
- July 27, 2017 November 9, 2019
- 23:50
Advisors in need of more support
Most insurance agencies were rated much lower in a bevy of categories this year. Advisors want firms to step up their efforts
- By: Fiona Collie
- July 27, 2017 November 9, 2019
- 23:50
Room for improvement on CMS
Most advisors voiced their displeasure with their firm's CMS, but advisors with Sun Life and IDC WIN were very satisfied
- By: Charles Bossy
- July 27, 2017 November 9, 2019
- 23:50
Application processing still a big concern
For many advisors, their firm's back office and administrative support for new business leaves much to be desired
- By: Jade Hemeon
- July 27, 2017 November 9, 2019
- 23:50
Work to do on financial planning
Advisors seek the right combination of technology and support specialists to create strong financial plans for their clients
- By: Sophie Allen-Barron
- July 27, 2017 November 9, 2019
- 23:50
Insurance firms get top marks for freedom
There's an approach to advisor autonomy at firms, which allows advisors to make product choices for clients without any interference
- By: Charles Bossy
- July 27, 2017 November 9, 2019
- 23:50
Insurance Advisors’ Report Card 2017 main chart
How advisors rated their firms
- By: IE Staff
- July 27, 2017 November 9, 2019
- 23:50
Advisors’ businesses surge forward
The average insurance advisor is notably older and has a much larger investment component in his or her book of business
- By: James Langton
- July 27, 2017 November 9, 2019
- 23:10
Firms praised for informing advisors
Being kept up to speed in all the topics that matter to advisors and their businesses is a task that firms are performing admirably
- By: Megan Marrelli
- July 29, 2016 November 9, 2019
- 23:04
Four firms see big changes in their ratings
RBC Life, Hub Financial and PPI Advisory advisors were happier with their firms, but those with Sun Life were less pleased
- By: Rudy Mezzetta
- July 29, 2016 November 9, 2019
- 00:00
Finding support in a time of change
The insurance channel is going through some changes, and advisors lauded the firms providing the necessities to succeed
- By: Fiona Collie
- July 29, 2016 November 9, 2019
- 00:00
Insurance Advisors’ Report Card 2016 main chart
How advisors rated their firms
- By: IE Staff
- July 29, 2016 November 9, 2019
- 00:00
Help in positioning a product is stellar
Independent insurance advisors have high expectations for their managing general agencies (MGAs) regarding support in positioning a product
- By: Fiona Collie
- July 29, 2016 November 9, 2019
- 00:00
Big evolution in rewards
Despite the popularity of sales-based travel incentive conferences, many advisors are OK with seeing them go
- By: Kat Shermack
- July 29, 2016 November 9, 2019
- 00:00
Marketing support improving
Advisors favour their firms' in-house marketing specialists, social media support, online resources and customizable material
- By: Beatrice Paez
- July 29, 2016 November 9, 2019
- 00:00
Mobile tech becomes a major factor
Being on the road is a trait of insurance advisors, so they need the right technology and help for using it when not in the…
- By: Tessie Sanci
- July 29, 2016 November 9, 2019
- 00:00
Advisors’ focus turns to life insurance
Investments are once again taking a back seat to insurance products, as life insurance and living benefits revenue rises
- By: James Langton
- July 29, 2016 November 9, 2019
- 00:00