How are external wholesalers thinking about the future?
New Expectations: The LIMRA-EY Future of Wholesaling Study
The challenge for wholesalers and the carriers they represent is to retain the fundamental attributes that remain most valuable to advisors while simultaneously adapting to address powerful forces impacting the financial services industry.
Point-of-Sale Assistance: Wholesaler and Advisor Views
Point-of-Sale Assistance – Viewpoints of Wholesalers and Advisors.