August 2004

Insurance Advisors’ Report Card

Comments on the industry

Agents, independents going through many changes

The distinctions in the distribution channels are no longer clear as career forces adopt features of the independent channel

The Co-operators, Great-West Life rolling out new platforms

Straight commission is a constant for almost all insurance advisors

Fund licences mandatory at several firms, but designations remain voluntary

Advisors applaud the renewed focus on selling insurance rather than promoting wealth management

How we compiled the Insurance Advisors' Report Card

Top-rated firms use different business models, illustrating there is no magic formula