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Choosing a Financial Professional: Consumer Perceptions

Erin Bowler, MBA 11/13/2023

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

Summary

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?

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Meet the Project Director

Erin Bowler, MBA

Erin Bowler is responsible for research related to insurance and investment intermediary/third-party distribution. Prior to joining LIMRA and LOMA, she was an industry intelligence consultant at MassMutual.

She earned her bachelor’s degree from Bentley University and her MBA from the University of Massachusetts.

Senior Analyst, Distribution Research
LIMRA and LOMA
EBowler@limra.com


For more information, please contact EBowler@limra.com.

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