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Learn which characteristics and methods are most important to consumers when choosing a financial professional.


LIMRA surveyed consumers to understand their preferences when choosing and working with a financial professional. Important characteristics and the value of a holistic approach were explored. Below are some of the key questions explored in the study:

  • Does the financial professional’s approach matter when choosing one to work with?
  • What are the most important attributes when choosing a financial professional?
  • What influences consumer preferences?

No part of any report may be reproduced or translated without written permission from LIMRA. Please contact Customer Service for further information.

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