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Kathleen E. Krozel, LLIF, FLMI, ARP 5/8/2019
LIMRA Research Executive Group Archives
Solving the Client Acquisition Equation
Cleary there is a need to bring the consumer and the advisor together. The challenge is, how do they find each other? Is there a way to determine a better “fit” between what the advisor offers (products, expertise, etc.) and what the prospect needs and/or wants?
Krozel manages the direct sales force (i.e., career and multiple line exclusive agent) distribution research program for LIMRA. Her team is responsible for some of LIMRA’s longest-standing benchmarking studies, providing research on field performance (recruiting and retention) and distribution financial management (cost and compensation). Krozel’s primary expertise is distribution economics, but she has also directed projects covering field leader compensation, field benefits, and other topical issues in response to the needs of LIMRA’s membership.
Krozel serves as co-staff representative to LIMRA’s Financial Management Research Committee and acts as a research liaison for several of LIMRA’s committees and study groups.
Krozel joined LIMRA in 1985. She received her bachelor’s degree in mathematics from Central Connecticut State University and earned her LIMRA Leadership Institute Fellow (LLIF) designation in 2015.
Research Director, Distribution Research
LIMRA and LOMA
kkrozel@limra.com