MGAs deliver in communications
Advisors say MGAs perform better than dedicated sales agencies in sharing information and being receptive to advisor feedback
- By: Johnna Ruocco
- July 25, 2012 October 31, 2019
- 23:06
Latest news in Insurance Advisors’ Report Card
A dichotomy in advisors’ compensation
Advisors with dedicated sales agencies are not as happy as their independent counterparts
- By: Olivia Glauberzon
- July 25, 2012 October 31, 2019
- 23:05
Advisors want more product freedom
Insurance reps say there is greater pressure to sell in-house products, resulting in greater dissatisfaction
- By: Gian Verano
- July 25, 2012 October 31, 2019
- 23:04
HNW support services in high demand
Insurance advisors who work with well-heeled clients are looking for all-encompassing support services and competitive product pricing
- By: Fiona Collie
- July 25, 2012 October 31, 2019
- 23:03
Insurance advisors see big rebound
The past year has been a time of resurgence, as insurance reps saw their asset bases and client bases grow vs the previous year
- By: James Langton
- July 25, 2012 October 31, 2019
- 23:02
2012 Insurance Advisors’ Report Card main chart
How advisors rated their firms
- July 25, 2012 October 31, 2019
- 23:01
Reps see room for improvement
Some dissatisfaction has entered the fray however, advisors say there's still much to be positive about
- By: Clare O’Hara
- July 25, 2012 October 31, 2019
- 23:00
Insurance firms continue to deliver
Advisors with dedicated sales agencies and independent sales agencies say there is much to like about their firms (includes main chart and one other)
- By: Olivia Li
- July 27, 2011 October 31, 2019
- 15:23
A great divide in advisors’ pay
Independent advisors are seeing rising pay and more satisfaction, while those with dedicated agencies are seeing the opposite (includes chart)
- By: Iris Leung
- July 27, 2011 October 31, 2019
- 15:13
Views differ on technology, back office
Communication is cited as the key reason for solid back-office support. As for tech tools, internal websites draw advisors’ ire
- By: Yumi Otagaki
- July 27, 2011 October 31, 2019
- 14:35
Advisors in favour of MGA regulation
Many say oversight of agencies would result in more uniformity across the channel and prevent advisor fraud
- By: Olivia Glauberzon
- July 27, 2011 October 31, 2019
- 14:35
Insurance agents focus on core business
While there are some key differences between dedicated agents and independents, all are increasing their sales of insurance products (includes chart)
- By: James Langton
- July 27, 2011 October 31, 2019
- 14:35
Promotional initiatives gain prominence
The ratings reveal that advisors consider consumer advertising and marketing support to be more important to their businesses
- By: Sanam Islam
- July 27, 2011 October 31, 2019
- 14:35
Retirement takes centre stage
Advisors are placing far greater importance on topics related to the support they receive for clients’ retirement planning
- By: Olivia Li
- July 27, 2011 October 31, 2019
- 14:35
Firms make gains in product categories
Advisors’ satisfaction increases because firms’ efforts are more in tune with their needs
- By: Fiona Collie
- July 27, 2010 October 27, 2019
- 13:45
Some concerns cloud compensation satisfaction
Advisors with RBC Life rated their firm much lower this year because its new payout regime will change bonus payouts
- By: Rudy Mezzetta
- July 27, 2010 October 27, 2019
- 13:45
Providing advisors with the support they need
Firms have stepped up and helped advisors deal with important regulatory changes
- By: Dinah Zeldin
- July 27, 2010 October 27, 2019
- 13:45
Safety reigns supreme
Advisors benefit from value of capital preservation (includes chart)
- By: James Langton
- July 27, 2010 October 27, 2019
- 13:45
Satisfaction levels increase as firms deliver in key areas
Major highlights: Departure of one firm, the addition of another, and big increases — and decreases — to some firms’ ratings (includes main chart)
- By: Clare O’Hara
- July 27, 2010 October 27, 2019
- 13:45
Firms deliver on wills and estate plan support
Advisors take notice of their firms’ support as the demand for these services increases (includes chart)
- By: Olivia Glauberzon
- July 27, 2010 October 27, 2019
- 13:45
Aging advisors put focus on succession
Although some firms have delivered, others still have a way to go
- By: Anna Olejarczyk
- July 27, 2010 October 27, 2019
- 13:45
Insurance agents hold up remarkably well (includes main chart)
Although the impact of the recession has been somewhat muted at insurance firms, there were still a few bumps in the road for some
- By: Clare O’Hara
- August 6, 2009 October 27, 2019
- 11:32
Agents turn focus to websites, advertising
Interactive Web tools and ad campaigns that promote the value of advisors’ expertise get kudos
- By: Rudy Mezzetta
- August 6, 2009 October 27, 2019
- 11:32
Firms’ ongoing training efforts leave much to be desired
Experienced advisors say they hope to receive the same calibre of training from their firms as newcomers
- By: Sarah Phillips
- August 6, 2009 October 27, 2019
- 11:32
Supportive staff leads to back-office success
Advisors were most satisfied with the firms that had knowledgeable staff who provided comprehensive support
- By: Ashley Spegel
- August 6, 2009 October 27, 2019
- 11:32