The MGA (Managing General Agency) Briefing Package consists of three deliverables:

• “Managing the Wealth and Managing the Business—MGAs Take Charge”, a 20-page written report that condenses the top-line findings of Investor Economics’ MGA research.

• MGA Briefing, a 3-hour, 150+ slide-briefing that delivers extensive coverage of the metrics and participants in Canada’s MGA channel. The debrief session can be customized to focus on areas of specific interest. Purchasers will acquire a thorough foundation of knowledge of the MGA channel. For those already familiar with this delivery conduit, the benefit will be a deeper and analytically rigorous view of this highly fragmented space. The presentation also establishes a benchmark for measuring to-date and future business volumes of the firms operating in the MGA channel. Finally, the briefing, together with the database described below, permits purchasers to gain an in-depth understanding of the MGA competitive landscape—in terms of both existing and potential future competitors (insurers, investment product manufacturers, technology providers, distributors).
  
  
• Insurance Distributor Database, which covers nearly 200 insurance distributor firms on our radar screen, identifying firm names, location, names of principals, websites, geographical location of head and regional offices, and, wherever available, the number of contracted advisors and insurance companies on their shelves.

If you would like to subscribe to any of our industry studies, or wish to learn more about them, please call us at (416) 341-0114.