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Insurance Advisors’ Report Card

  • Foreign direct investment in Canada up 6.9% in 2025
  • Great-West Lifeco posts Q3 profit of $1.2B
  • Established players persist through turmoil
  • Tackling the unimaginable
  • Providing advisors with the support they need
  • Satisfaction levels increase as firms deliver in key areas
  • Firms deliver on wills and estate plan support
  • Firms make gains in product categories
  • Safety reigns supreme
  • Some concerns cloud compensation satisfaction
  • Aging advisors put focus on succession
  • Insurance agents outperform (includes chart)
  • Insurance agents hold up remarkably well (includes main chart)
  • Agents turn focus to websites, advertising
  • Supportive staff leads to back-office success
  • Clients head to safety (includes chart)
  • High payouts are key to advisor satisfaction (includes chart)
  • Firms’ ongoing training efforts leave much to be desired
  • Solid compensation takes on many forms: Includes charts
  • Insurers place focus on improvements: Includes chart
  • Insurance agents sitting pretty
  • MGAs earn accolades from their advisors: Includes main chart
  • MGAs deliver big time in their ongoing training: Includes chart
  • Application processing takes centre stage
  • Advisors pay more attention to succession planning
  • Advisors demand more seg funds with GMWBs: Includes chart
  • Wanted: more support services : Includes Chart
  • The movement to risk and investment management: Includes Chart
  • Not all advisors click with online account access
  • Level commissions get kudos as more “ethical”:Includes Chart
  • Firms rolling out succession plans
  • Advisors generally happy, except for one thing…: Includes Main Chart
  • No designations? No problem: Includes Chart
  • Firms match payout expectations with varying success: Includes chart
  • Internet becomes new way to communicate
  • Will retired boomers volunteer?
  • Anderson in afghanistan
  • Seniors arethe newest niche market
  • Senior boomers want more than bare-bones care
  • Ongoing training not up to par, advisors say: Includes chart
  • Focus on recruiting and retaining talent: Includes chart
  • Co-operation prevails in insurance industry review
  • The scientific approach to risk profiling
  • More days, fewer dollars
  • Advisors reap bounty of strong markets: Includes chart
  • Firms’ advertising campaigns not up to par: Includes chart
  • Out of pajamas, into the volunteer workforce
  • Two battles won in war against Alzheimer disease
  • Low-value clients provide new opportunities
  • Advisor heeds call to the military
  • Dividend tax cut may end owner-manager “bonusing”
  • Ethics, freedom and stability remain of utmost importance
  • How to know when to say goodbye
  • Firms find there’s more than one road to success: Includes chart
  • Strong shift to wealth management continues: Includes main chart
  • Stability or stagnation?
  • An insurance distributor’s ideal advisor: Includes chart
  • Advisors give mediocre marks for training: Includes chart
  • Mobility? What mobility?: Includes chart
  • Help wanted — but only certain people need apply: Includes chart
  • Equinox makes a small variable go a long way: Includes chart
  • Winners strike a balance between freedom and support: Includes main chart
  • Insurance advisors’ quotes
  • Survey provides clues to “average agent”
  • Captive, exclusive or independent?
  • Technology ratings on the rise
  • Regular, timely payments keep advisors happy
  • Mutual fund licence a key tool
  • Firms shift focus back to selling insurance
  • Our Method
  • Many roads lead to success — includes Main Chart
  • MGAs thrive in industry’s “Wild West”
  • Clarica, State Farm lead the way in Web support
  • Living benefits products coming to life for insurers
  • More than money needed to cure the paycheque blues
  • Education efforts frustrate advisors
  • Our methodology
  • State Farm still No. 1; Clarica advisors lash out – includes chart
  • Term life and seg funds most popular
  • Brokers favour select group of products
  • Taking advantage of training
  • Mixed messages on cross-licensing
  • Incentive programs help us do a better job: agents
  • Compliance a new challenge for agents
  • State Farm agents like where they work: includes master chart
  • Coping with the reality of mergers
  • Wholesale advice
  • The advisor’s advisor
  • Focusing on more than just product
  • Consultants who are also wholesalers
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  • Adding value key to building relationships
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Insurance Advisors’ Report Card

2018 Insurance Advisors’ Report Card main chart

How advisors rated their firms

July 27, 2018
IARC 2018: How advisors rated their firms (table)

IE Staff

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Related

  • Foreign direct investment in Canada up 6.9% in 2025
  • Advisor loyalty grew for most wealth firms and banks
  • How we did it: Advisors’ Report Card 2025

Research by:
Sophie Allen-Barron, Anthony Burton, Ramona Leitao and Curtis Panke

Research editors:
Fiona Collie and Pablo Fuchs

Click on the documents link to view and download a PDF of the chart.

Read next

  • Foreign direct investment in Canada up 6.9% in 2025

  • Great-West Lifeco posts Q3 profit of $1.2B

  • Established players persist through turmoil

Investment Executive

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