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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.

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Related Research

Inside the Intermediary 2.0: BGA and IMO Survey Results

LIMRA and NAILBA conducted the second annual multicomponent study to learn more about BGAs and IMOs.

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.

Meet the Project Director

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