Insurance Agencies, Brokers, & Producer Groups:
Life & Health and Property & Casualty Agents All Pushing into Wealth Management

Date Published: June 27, 2017
Summary PPT Deck: 51 Slides
Reference PPT Deck: 331 Slides


The purpose of this research is to provide readers with a comprehensive understanding of the complex insurance agencies, brokers, & producer groups market. The research addresses the evolution of these related distribution channels, and their utilization of insurance products, mutual funds, managed account programs, & other financial products. Another Tiburon research topic addresses insurance products across all distribution channels. This research focuses on the financial advisors. This research is part of TIburon's broader coverage of financia advisor channels.

This research addresses the historical phases of the insurance agencies, brokers, & producer groups market, including: 
  • Captive Distribution Phase
  • Independent Distribution Phase
  • Producer Groups Phase

    This research defines two distinct market segments, including:

    • Life & Health Insurance Agencies, Brokers, & Producer Groups
    • Property & Casualty Insurance Agencies, Brokers, & Producer Groups

This research outlines key service providers to the insurance agencies, brokers, & producer groups market, including:

  • Technology Companies
  • Third-Party Insurance Products
  • Independent Broker/Dealers, Custodians, & Clearing Brokers
  • Mutual Fund Companies & Other Investment Product Companies

And this research makes the following future predictions for the insurance agencies, brokers, & producer groups market, including: 

  • Emergence of Online Distribution
  • Steady Flow of Break-Away Brokers
  • Declining Industry Growth
  • Rapid Transformation to Financial Advisors
  • Growing Importance of Producer Groups

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