Insurance Advisors’ Report Card – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 25 Jul 2024 15:00:27 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Insurance Advisors’ Report Card – Investment Executive https://www.investmentexecutive.com 32 32 Insurance advisors value receptiveness, stability https://www.investmentexecutive.com/newspaper_/insurance-advisors-report-card/insurance-advisors-value-receptiveness-stability/ Mon, 19 Sep 2022 04:15:00 +0000 https://www.investmentexecutive.com/?p=451068 Firms that responded to advisors' concerns and helped them solve problems were rated highest

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]]> Insurance Advisors’ Report Card 2022 main chart https://www.investmentexecutive.com/newspaper_/insurance-advisors-report-card/insurance-advisors-report-card-2022-main-chart/ Mon, 19 Sep 2022 04:14:55 +0000 https://www.investmentexecutive.com/?p=451031 How insurance advisors rated their agencies' performance

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]]> Proportion of top-paid insurance advisors surges https://www.investmentexecutive.com/newspaper_/insurance-advisors-report-card/proportion-of-top-paid-insurance-advisors-surges/ Mon, 19 Sep 2022 04:13:00 +0000 https://www.investmentexecutive.com/?p=451071 Advisors who made more than $1 million jumped to 14.4% from 3.1% last year

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]]> Back-office services still miss the mark https://www.investmentexecutive.com/newspaper_/insurance-advisors-report-card/back-office-services-still-miss-the-mark/ Mon, 19 Sep 2022 04:12:00 +0000 https://www.investmentexecutive.com/?p=451069 IDC WIN was rated highest in all three back-office categories

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]]> Technology is key to client onboarding https://www.investmentexecutive.com/newspaper_/insurance-advisors-report-card/technology-is-key-to-client-onboarding/ Mon, 19 Sep 2022 04:11:00 +0000 https://www.investmentexecutive.com/?p=451075 Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors

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]]> Insurance agencies sharpen their focus on financial planning https://www.investmentexecutive.com/newspaper_/insurance-advisors-report-card/insurance-agencies-sharpen-their-focus-on-financial-planning/ Mon, 19 Sep 2022 04:10:00 +0000 https://www.investmentexecutive.com/?p=451078 But while some advisors say they are getting the planning tools they need, others say their firms need to do more

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]]> To recommend or not to recommend? https://www.investmentexecutive.com/newspaper_/insurance-advisors-report-card/to-recommend-or-not-to-recommend/ Mon, 19 Sep 2022 04:09:00 +0000 https://www.investmentexecutive.com/?p=451067 As the industry shifts, some advisors find it difficult to tout their agencies

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]]> Insurance Advisors’ Report Card 2022: How we did it https://www.investmentexecutive.com/newspaper_/insurance-advisors-report-card/insurance-advisors-report-card-2022-how-we-did-it/ Mon, 19 Sep 2022 04:06:00 +0000 https://www.investmentexecutive.com/?p=451077 Methodology for the Insurance Advisors' Report Card

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]]> Many more insurance advisors using e-applications https://www.investmentexecutive.com/newspaper_/insurance-advisors-report-card/many-more-insurance-advisors-using-e-applications/ Mon, 20 Sep 2021 04:20:20 +0000 https://www.investmentexecutive.com/?p=429009 Guidance from firms is appreciated by surveyed advisors

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]]> Staying focused in a time of change https://www.investmentexecutive.com/newspaper_/insurance-advisors-report-card/staying-focused-in-a-time-of-change/ Mon, 20 Sep 2021 04:11:00 +0000 https://www.investmentexecutive.com/?p=428564 As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs

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