Insurance Agencies, Brokers, & Producer Groups:
Life & Health and Property & Casualty Agents All Pushing into Wealth Management
Recently Released!!!
Date Published: June 7, 2024
Summary PowerPoint Deck: 249 Slides
Reference PowerPoint Deck: 849 Slides
The purpose of this research is to provide readers with a comprehensive understanding of insurance agencies, brokers, & producer groups. The research addresses the evolution of these related distribution channels, and their utilization of insurance products, open-end 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 financial advisor channels.
This research addresses the key historical phases of insurance agencies, brokers, & producer groups, including:
Date Published: June 7, 2024
Summary PowerPoint Deck: 249 Slides
Reference PowerPoint Deck: 849 Slides
The purpose of this research is to provide readers with a comprehensive understanding of insurance agencies, brokers, & producer groups. The research addresses the evolution of these related distribution channels, and their utilization of insurance products, open-end 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 financial advisor channels.
This research addresses the key historical phases of insurance agencies, brokers, & producer groups, including:
- Captive Distribution Phase
- Independent Distribution Phase
- Producer Groups Phase
- Life & Health Insurance Agencies, Brokers, & Producer Groups
- Property & Casualty Insurance Agencies, Brokers, & Producer Groups
- Technology Companies
- Third-Party Insurance Products
- Independent Broker/Dealers, Custodians, & Clearing Brokers
- Open-End Mutual Fund Companies & Other Investment Product Companies
- Emergence of Online Distribution
- Steady But Small Flow of Break-Away Brokers
- Declining Growth for Insurance Agencies, Brokers, & Producer Groups
- Growing Importance of Insurance Producer Groups
- Rapid Transformation to Financial Advisors
- Growing Importance of Insurance Producer Groups
- Continuing Moderate Level of Venture Capital Investment in InsurTech
- Moderate Growth in Insurance Agencies, Brokers, & Producer Groups Mergers & Acquisitions
- Limited Insurance Company Initial Public Offerings (IPOs)
Tiburon Member Access:
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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
