The insurance advisors surveyed in 2021 were pleased overall, with even the lowest-rated firms seeing many areas of improvement
September 19, 2021
The insurance advisors surveyed in 2021 were pleased overall, with even the lowest-rated firms seeing many areas of improvement
September 19, 2021Guidance from firms is appreciated by surveyed advisors
As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs
The satisfaction of insurance advisors hinges largely on respect for their independence
The advisors surveyed in 2021 were more satisfied, with even the lowest-rated firms seeing many areas of improvement
Both dedicated agencies and MGAs offer a range of communication tools
Methodology for the Insurance Advisors' Report Card
How insurance advisors rated their agencies
Insurance industry’s “middle class” grows
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…