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- Research Abstract
- Distribution Channels
- Banks/Bancassurance
- Full Service Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Retirement
- Retirement, Retail
- Retirement Income
- Retirement Planning
- Annuities
- Annuities, Fixed Deferred
- Annuities, Indexed
- Annuities, Variable
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In an age of AI tools and digital self-service, consumers still overwhelmingly turn to financial professionals for trusted, personalized guidance — especially when life insurance decisions get complex.