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
Legacy insurance agencies have relied on their strengths while adding new tools for advisors
Using data from Investment Executive's Brokerage Report Card, we looked at the differences between advisors who use ETFs and those who don't
Managing general agencies have compressed half a decade's worth of change into a few months
Dissecting the overall results reveals some unexpected findings, however