Life & Health Insurance Agencies, Brokers, & Producer Groups:
Serving America's Life & Health Insurance Needs

Date Published: July 28, 2015
Summary PPT Deck: 42 Slides
Reference PPT Deck: 269 Slides


The purpose of this research is to provide readers with an understanding of the complex life & health 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 addresses the three historical phases of the life & health insurance agencies, brokers, & producer groups market, including: 
  • Captive Distribution Phase
  • Independent Distribution Phase
  • Producer Groups Phase

    This research defines three distinct market segments, including:

    • Life & Health Insurance Agencies
    • Life & Health Insurance Brokers
    • Life & Health Insurance Producer Groups

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

  • Emergence of Online Distribution
  • Declining Industry Growth
  • Rapid Transformation to Financial Advisors
  • Increasing Payments
  • Growing Importance of Producer Groups

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