Analysis from the LIMRA Secure Retirement Institute (LIMRA SRI) show that financial professionals across all channels are offering a broad array of common products and services to better serve the needs of prospects and clients.
Recent LIMRA research shows that when young advisors seek support from financial service organizations the top request usually involves obtaining leads and references to pursue new clients.
In a recent LIMRA study, 85 percent of advisors said today’s wholesalers must do more than supply products — they need to offer more value added services and support.
LIMRA SRI: Twice as many clients with a formal retirement plan are satisfied with their advisors than those without one
Retirement planning can be challenging for everyone that is involved. For clients, it can be stressful to plan the golden years of your life and consider the possible costs.
A new LIMRA study conducted with financial professionals finds 92 percent agree that consumers expect faster responses to their questions than in the past.
LIMRA Secure Retirement Institute (LIMRA SRI) research shows that retirement planning improves outcomes for pre retirees and retirees.
LIMRA LOMA Secure Retirement Institute Board Elects Steve Patterson of Fidelity Investments to be 2019 Board Chair
WINDSOR, Conn., April 11, 2019 – The Secure Retirement Institute (SRI) named Steve Patterson, of Fidelity Investments, to be its new chair in 2019. Jamie Ohl, of Lincoln Financial Group, was named vice chair.
LIMRA: Despite all the hype about robo-advisors nearly half of financial professionals cite no impact on the industry
Nearly every day, articles about “robo advisors” and their potential impact appear in various financial news media.