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Keyword: Insurance Advisors’ Report Card

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Guidance from firms is appreciated by surveyed advisors

hit the target

As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs

employee satisfaction

The satisfaction of insurance advisors hinges largely on respect for their independence

persevere through challenges

The advisors surveyed in 2021 were more satisfied, with even the lowest-rated firms seeing many areas of improvement

  • By: Katie Keir
  • September 20, 2021 September 17, 2021
  • 00:07

Both dedicated agencies and MGAs offer a range of communication tools

Methodology for the Insurance Advisors' Report Card

  • By: Katie Keir
  • September 20, 2021 September 17, 2021
  • 00:05
Insurance Advisors' Report Card 2021 main chart

How insurance advisors rated their agencies

  • By: IE Staff
  • September 20, 2021 September 17, 2021
  • 00:05

Insurance industry’s “middle class” grows

Miniature of business men observing maze risk concept

Legacy insurance agencies have relied on their strengths while adding new tools for advisors

  • By: Katie Keir
  • September 21, 2020 September 28, 2020
  • 00:09
data connections

Using data from Investment Executive's Brokerage Report Card, we looked at the differences between advisors who use ETFs and those who don't

  • By: IE Staff
  • September 21, 2020 September 18, 2020
  • 00:08