Technology ratings on the rise
The Co-operators, Great-West Life rolling out new platforms
- By: Aileen Corr
- August 6, 2004 October 27, 2019
- 12:03
Latest news in Insurance Advisors’ Report Card
Regular, timely payments keep advisors happy
Straight commission is a constant for almost all insurance advisors
- By: Kate McCaffery
- August 3, 2004 October 27, 2019
- 14:42
Mutual fund licence a key tool
Fund licences mandatory at several firms, but designations remain voluntary
- By: Heather Buchansky
- August 3, 2004 October 27, 2019
- 14:35
Firms shift focus back to selling insurance
Advisors applaud the renewed focus on selling insurance rather than promoting wealth management
- By: Stewart Lewis
- August 3, 2004 October 27, 2019
- 14:26
Our Method
How we compiled the Insurance Advisors' Report Card
- By: Alan Husdal
- August 3, 2004 October 27, 2019
- 14:21
Many roads lead to success — includes Main Chart
Top-rated firms use different business models, illustrating there is no magic formula
- By: Lara Hertel
- August 3, 2004 October 27, 2019
- 14:03
MGAs thrive in industry’s “Wild West”
Managing general agents, the middlemen in the sales process, are unregulated. But no one seems to care
- By: James Langton
- July 28, 2003 October 27, 2019
- 10:22
Clarica, State Farm lead the way in Web support
Insurers strive to reach advisors online by lowering costs and offering personalized service
- By: Lisa Weaver
- July 25, 2003 October 27, 2019
- 15:50
Living benefits products coming to life for insurers
Sales of these new products, which cover critical illness and long-term care, are gaining ground; marketing plans are being adjusted
- By: Grant McIntyre
- July 25, 2003 October 27, 2019
- 15:37
More than money needed to cure the paycheque blues
Compensation ratings fall
- By: Kate Betts-Wilmott
- July 25, 2003 October 27, 2019
- 14:09
Education efforts frustrate advisors
Ratings for ongoing training take a hit, while fewer advisors appear to hold designations
- By: Lara Hertel
- July 25, 2003 October 27, 2019
- 14:00
State Farm still No. 1; Clarica advisors lash out – includes chart
The Co-operators Group posts impressive first showing
- By: Maureen Halushak
- July 25, 2003 October 27, 2019
- 13:32
Term life and seg funds most popular
Agents find some of the better-paying products not worth the bother
- By: Kate McCaffery
- July 29, 2002 October 27, 2019
- 14:54
Brokers favour select group of products
Manulife and Maritime Life products very popular with agents
- By: David Fielding
- July 29, 2002 October 27, 2019
- 14:20
Taking advantage of training
Insurance advisors polled for the 2002 Insurance Advisors’ Report Card say they are taking advantage of training opportunities to add financial planning designations to their…
- By: Laura Urmoneit
- July 29, 2002 October 27, 2019
- 14:13
Mixed messages on cross-licensing
Almost 85% of insurance agents surveyed hold more than just an insurance licence
- By: Laura Urmoneit
- July 29, 2002 October 27, 2019
- 13:09
Incentive programs help us do a better job: agents
But some also acknowledge the ethical issue, that sales goals can be contrary to the client’s best interest
- By: Lara Hertel
- July 29, 2002 October 27, 2019
- 12:36
Compliance a new challenge for agents
So far, changes brought by the new MFDA have been relatively insignificant, but full-scale reviews begin this fall
- By: James Langton
- July 29, 2002 October 27, 2019
- 12:19
State Farm agents like where they work: includes master chart
Company gets top rating in IE’s survey; company’s community-based culture may be one reason for high score
- By: Ryan Jennings
- July 29, 2002 October 27, 2019
- 11:01
Coping with the reality of mergers
Insurance Advisors' Report Card
- By: Ryan Jennings
- July 25, 2002 October 27, 2019
- 14:10
Wholesale advice
Two experts offer some tips for better relationships
- By: Ryan Jennings
- July 29, 2001 October 27, 2019
- 11:02
The advisor’s advisor
Derek Green makes it his business to help build his clients' practices
- By: George Koch
- July 29, 2001 October 27, 2019
- 11:01
Focusing on more than just product
AIM wholesalers attempt to provide advisors with all the tools thay need to build sucessful businesses
- By: Jeff Sanford
- July 29, 2001 October 27, 2019
- 10:59
Consultants who are also wholesalers
Standard Life program helps advisors with their businesses the way advisors help their clients with their plans
- By: Ryan Jennings
- July 29, 2001 October 27, 2019
- 10:57