Insurance Advisors’ Report Card 2021

The insurance advisors surveyed in 2021 were pleased overall, with even the lowest-rated firms seeing many areas of improvement

Many more insurance advisors using e-applications

Guidance from firms is appreciated by surveyed advisors

Staying focused in a time of change

September 20, 2021 Maddie Johnson

Freedom of product choice still ranks high

September 20, 2021 Daniel Reale-Chin