Skip to content
Opens in a new window Opens an external site Opens an external site in a new window
  • Log In
  • Subscribe
  • News
  • Perspective
  • Report Cards
  • Partner Content
  • CE Corner
  • Soundbites

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
  • Team leader
  • Adding value key to building relationships
  • News
    • Industry
    • Regulation
    • Markets
    • Economy
    • Product
  • Perspective
    • Editorials
    • Letters to the Editor
    • Columns
  • Report Cards
    • Brokerage Report Card
    • Dealers’ Report Card
    • Report Card on Banks
    • Advisors’ Report Card
    • Special Reports
  • Partner Content
    • Appointment Notices
    • Brand Knowledge
    • Expert Advice
    • Partner Reports
  • CE Corner
  • Soundbites
Insurance Advisors’ Report Card

Insurance Advisors’ Report Card 2021 main chart

How insurance advisors rated their agencies

September 20, 2021
Insurance Advisors' Report Card 2021 main chart

IE Staff

Share

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:
James Gaughan, Surina Nath, Daniel Reale-Chin

Research editors:
Fiona Collie, Katie Keir

Click the image below to download a PDF of the chart.

Insurance Advisors' Report Card 2021 main 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

Follow us:

  • linkedin
Subscribe Log In
Newcom Media

© 2026 Newcom Media Inc.

Our Brands

  • Finance et Investissement
  • Advisor.ca
  • Conseiller.ca