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Advisor Pulse – Broker-Dealer Reps

Dan Beatrice, ALMI; Peter DeWitt 12/21/2020

How is COVID-19 affecting broker-dealer reps?

Summary

Learn how COVID-19 is affecting broker-dealer reps.

  • How disruptive is it to their practice?
  • Changes to product mix
  • Changes with carriers they place business with
  • Wholesaler engagement
  • New client engagement

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Meet the Project Director

Dan Beatrice, ALMI

Dan Beatrice serves LIMRA's independent insurance research program for studies pertaining to independent sales professionals and intermediaries. He is Project Director for wholesaler compensation studies in the U.S. and Canada. He serves as staff representative for LIMRA's Financial Management Research Committee.

Research Analyst – Distribution Research
LIMRA
dbeatrice@limra.com


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

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