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Report Cards

Insurance Advisors’ Report Card 2022

Insurance Advisors’ Report Card 2022 main chart

September 19, 2022 IE Staff
Hand offering rounded pebbles
Insurance Advisors’ Report Card 2022

Proportion of top-paid insurance advisors surges

September 19, 2022 James Langton
Top-heavy rock sculpture
Insurance Advisors’ Report Card 2022

Back-office services still miss the mark

September 19, 2022 Daniel Calabretta
Rock sculpture on the beach with unstable top
Insurance Advisors’ Report Card 2022

Technology is key to client onboarding

September 19, 2022 Alisha Mughal
Arch formed with river rocks on beach
Insurance Advisors’ Report Card 2022

Insurance agencies sharpen their focus on financial planning

September 19, 2022 Brian Capitao
Man's hand balancing stack of stones on beach
Insurance Advisors’ Report Card 2022

To recommend or not to recommend?

September 19, 2022 Roland Inacay
Hand offering rounded pebbles
Insurance Advisors’ Report Card 2022

Insurance Advisors’ Report Card 2022: How we did it

September 19, 2022 Katie Keir
Partner Reports

The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old

September 12, 2022 With: Designed Securities
From Summer to Autumn
Report Card on Banks 2022

Expert committees not the solution to a broken regulatory process

August 29, 2022 IE Staff
Report Card on Banks 2022

Big banks improving efforts to help advisors grow

August 29, 2022 Alisha Mughal
Concept of company intercommunication
Report Card on Banks 2022

Report Card on Banks 2022 main chart

August 29, 2022 IE Staff
A woman adding a star to existing ratings
Report Card on Banks 2022

Banks say they’re listening, but not all advisors agree

August 29, 2022 Roland Inacay
Concept of improving satisfaction
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