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A new LIMRA consumer survey found that nearly two thirds of consumers who work with a paid professional advisor* to make at least some of their financial decisions would give up their smart phone to keep their relationship with that advisor.  In fact, the study found that other than their medical physician, a majority of consumers would give up many other relationships and luxuries (including coffee!) to keep their financial advisor (see chart).

Consumers - Advisors - June 2015

 


 *The term “advisor” refers to a paid financial professional (e.g. insurance agent, lawyer, CPA, broker, financial planner or advisor) used to make at least some of household investment decisions.

To learn more about the study, please contact LIMRA Public Relations

Media Contacts

Catherine Theroux

Director, Public Relations

Work Phone: (860) 285-7787

Mobile Phone: (703) 447-3257

ctheroux@limra.com

Brooke Lacey

Senior Public Relations Specialist

Work Phone: (860) 298-3920

Mobile Phone: (413) 530-6184

blacey@limra.com

Bailey Reed

Public Relations/Social Media Specialist

Work Phone: (770) 984-3788

breed@loma.org

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