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Five in 15: The Five Things You Need to Know About Business Transition Plans in 15 Minutes

8/18/2016 12:00 PM - 12:00 PM
Webinar

Overview

Who Should Watch

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.

Highlights

Financial professionals earn a living helping their clients prepare for the future -- both retirement as well as unexpected events. But are they  prepared? Are they positioning their practices for the future? Clients believe they are and have specific expectations. Are companies and financial professionals prepared to meet those expectations?

In this 15-minute webinar, we share the five biggest insights from recent consumer and financial professional research conducted specifically around the topic of business continuity and succession planning. 

Presenters

Laura A. Murach, ACS, ALMI, LLIF
Associate Research Director, Distribution Research, LIMRA

Laura A. Murach, ACS, ALMI, LLIF

Associate Research Director, Distribution Research, LIMRA

Murach manages LIMRA’s insurance and investment intermediary/third-party distribution research program. She and her team conduct various research studies related to independent producers, wholesalers, and other distribution intermediaries including BGAs/IMOs, broker-dealers, wirehouses, and financial institutions. Murach also conducts advisor research and manages LIMRA’s Panel of Financial Professionals.

Murach is staff representative to LIMRA’s Wholesaler Leadership Summit and research liaison to LIMRA’s Independent Producer Marketing Committee and LIMRA’s Brokerage Committee. Murach is a graduate of Ithaca College and earned her LIMRA Leadership Institute Fellow (LLIF) designation in 2018.

Contact us to learn more:

Laura A. Murach, ACS, ALMI, LLIF

Associate Research Director, Distribution Research

LIMRA

(860) 285-7820

lmurach@limra.com

Related Resources

Protecting a Legacy: The Importance of Business Transition Plans (2016)

Why are business continuity and succession plans so important? Because clients expect it and meeting client expectations is key to retaining the business.

Distribution

Explore how financial products are sold via agents and advisors, websites, direct marketing, and more.