August 2003

Insurance Advisors’ Report Card

Managing general agents, the middlemen in the sales process, are unregulated. But no one seems to care

Insurers strive to reach advisors online by lowering costs and offering personalized service

Sales of these new products, which cover critical illness and long-term care, are gaining ground; marketing plans are being adjusted

Ratings for ongoing training take a hit, while fewer advisors appear to hold designations

Rating the firms

The Co-operators Group posts impressive first showing