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Reimagining Growth: The LIMRA-EY Experienced Financial Professional Study

Laura A. Murach, ACS, LLIF, FLMI; Peter DeWitt; Avril Castagnetta; Jack Muskett 1/20/2023

LIMRA and EY partnered to explore the needs and perspectives of experienced financial professionals representing insurance, investment, and advisor practice models in an environment of profound change.

Summary

The financial services marketplace continues to undergo transformational change, driven largely by shifting customer needs and expectations, new technology, and intensifying competition. The role of financial professionals is changing just as profoundly. LIMRA and EY partnered to identify how these trends and other powerful forces are influencing their practices and how life insurance carriers and annuity providers can strengthen their engagement with financial professionals to ultimately meet evolving client needs.

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Meet the Project Director

Laura A. Murach, ACS, LLIF, FLMI

Murach manages LIMRA’s insurance and investment intermediary/third-party distribution research program. She and her team conduct various research studies related to independent producers, wholesalers, and other distribution intermediaries including BGAs/IMOs, broker-dealers, wirehouses, and financial institutions. Murach also conducts advisor research and manages LIMRA’s Panel of Financial Professionals.

Murach is staff representative to LIMRA’s Wholesaler Leadership Summit and research liaison to LIMRA’s Independent Producer Marketing Committee and LIMRA’s Brokerage Committee. Murach is a graduate of Ithaca College and earned her LIMRA Leadership Institute Fellow (LLIF) designation in 2018.

Research Director, Distribution Research
LIMRA and LOMA
lmurach@limra.com


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

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