Insurance Advisors’ Report Card 2022

Canada’s insurance advisors are demanding more from their firms and leadership teams

Rock sculpture on the beach balancing mounds of pebbles on top

Insurance advisors value receptiveness, stability

Firms that responded to advisors’ concerns and helped them solve problems were rated highest

Insurance Advisors’ Report Card 2022 main chart

September 19, 2022 IE Staff
Hand offering rounded pebbles

Proportion of top-paid insurance advisors surges

September 19, 2022 James Langton
Top-heavy rock sculpture

Back-office services still miss the mark

September 19, 2022 Daniel Calabretta
Rock sculpture on the beach with unstable top

Technology is key to client onboarding

September 19, 2022 Alisha Mughal
Arch formed with river rocks on beach

Insurance agencies sharpen their focus on financial planning

September 19, 2022 Brian Capitao
Man's hand balancing stack of stones on beach

To recommend or not to recommend?

September 19, 2022 Roland Inacay
Hand offering rounded pebbles

Insurance Advisors’ Report Card 2022: How we did it

September 19, 2022 Katie Keir