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5 in 15: What’s on the Minds of External Wholesalers?

3/16/2021 1 - 1:15 p.m. EDT
Webinar

Overview

Who Should Watch

LIMRA and LOMA members in the distribution space who are interested in the external wholesaler’s perspective on the pandemic and the future. Registration is open to corporate office employees of LIMRA and LOMA member companies. Membership will be verified upon registration.

Highlights

As we close in on the 1-year anniversary of pivoting to a virtual environment, what is on the minds of external wholesalers? This webinar will share five key findings in 15 minutes from a recent survey of external wholesalers on how they are thinking about the future including future support and training needs, travel expectations, virtual communication, and much more. 

Presenters

Laura A. Murach, ACS, LLIF, FLMI
Research Director, Distribution Research, LIMRA and LOMA

Laura A. Murach, ACS, LLIF, FLMI

Research Director, Distribution Research, LIMRA and LOMA

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.

Carol L. Perkins, ASA, CLU, ChFC
Assistant Research Director, Distribution Research, LIMRA

Carol L. Perkins, ASA, CLU, ChFC

Assistant Research Director, Distribution Research, LIMRA

Carol is responsible for LIMRA’s annual study examining wholesaler compensation and company practices in the U.S. and Canada. She also supports research projects on independent sales professionals and intermediaries, and is a research staff representative to LIMRA’s Financial Management Research Committee. Prior to joining Distribution Research at LIMRA in 2017, she held positions in Product and Distribution Finance at Lincoln Financial and was a member of LIMRA’s consulting practice. Carol received her bachelor's degree in mathematics from the University of Connecticut.

Contact us to learn more:

Joanne Listro

Sr. Business Unit Coordinator

(860) 285-7822

jlistro@limra.com

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