Keyword: Insurance Advisors’ Report Card

166 results found

Some dissatisfaction has entered the fray however, advisors say there's still much to be positive about

2011 Insurance Main Chart

Advisors with dedicated sales agencies and independent sales agencies say there is much to like about their firms (includes main chart and one other)

  • By: Olivia Li
  • July 27, 2011 October 31, 2019
  • 15:23

Independent advisors are seeing rising pay and more satisfaction, while those with dedicated agencies are seeing the opposite (includes chart)

  • By: Iris Leung
  • July 27, 2011 October 31, 2019
  • 15:13

Many say oversight of agencies would result in more uniformity across the channel and prevent advisor fraud

While there are some key differences between dedicated agents and independents, all are increasing their sales of insurance products (includes chart)

The ratings reveal that advisors consider consumer advertising and marketing support to be more important to their businesses

Advisors are placing far greater importance on topics related to the support they receive for clients’ retirement planning

  • By: Olivia Li
  • July 27, 2011 October 31, 2019
  • 14:35

Communication is cited as the key reason for solid back-office support. As for tech tools, internal websites draw advisors’ ire

Advisors take notice of their firms’ support as the demand for these services increases (includes chart)

Although some firms have delivered, others still have a way to go