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Date Published: February 2011
Comprehensive PPT Deck: 176 Slides
Summary PPT Deck: 43 Slides
The purpose of this report is to provide readers with an initial understanding of the complex insurance agencies, brokers, & producer groups market. The report addresses the evolution of these related distribution channels, and their utilization of insurance products, mutual funds, fee-account programs, & other financial products. Another Tiburon research report addresses insurance products across distribution channels.
This research addresses the three historical phases of the the insurance agents industry, including:
- Early Phase
- Middle Phase
- Recent Phase
This research outlines six key service providers to the insurance agents industry including:
- Independent Broker/Dealers, Custodians, & Clearing Brokers
- Mutual Fund Companies & Other Traditional Product Companies
- Fee-Accounts, TAMPs, & Separate Account Managers
- Exchange Traded Funds, Hedge Funds, & Other Investment Product Companies
- Wealth Management & Family Office Service Product Companies
- Technology Companies & Other Key Service Providers to Real Estate Agencies
And this research makes the following future predictions for the insurance agents industry, including:
- Increase in Industry Growth
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