How is COVID-19 affecting registered investment advisors (RIAs)?
Other COVID-19 Research and Resources
Coronavirus (COVID-19)
Stay up-to-date on the latest coronavirus (COVID-19) trends and their impact on the financial services industry.
Advisor Pulse – Registered Investment Advisors
Dan Beatrice, ALMI; Peter DeWitt 12/21/2020
Summary
Learn how COVID-19 is affecting registered investment advisors.
- 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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LinkedIn LIVE: Industry Insights With Bryan Hodgens — What Will It Take to Double Annuity Sales Over the Next 5 Years?
9/15/2025, 3:15 - 4 p.m. ETIn our next episode of Industry Insights With Bryan Hodgens, Bryan is joined by Jason Fichtner, executive director, Retirement Income Institute, to discuss how the industry can address the growing investor need and demand for guaranteed income.
Register- Webinars
- Distribution Channels
- Banks/Bancassurance
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Multiple Line Exclusive Agency (MLEA)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Direct-to-Consumer
- Consumer
- Retirement
- Retirement, Institutional/Workplace
- Retirement, Retail
- Retirement Income
- Retirement Planning
- Retirees and Pre-Retirees
- Annuities
- Annuities, Fixed Deferred
- Annuities, Indexed
- Annuities, Variable
2025 Advanced Sales Forum
8/11/2025 - 8/13/2025Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.
Agenda- Conferences
- Regulatory Compliance
- Distribution Channels
- Banks/Bancassurance
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Multiple Line Exclusive Agency (MLEA)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Consumer
- Customer Experience
- Generations
- Multicultural Markets
- Wealth Markets
- Women
- Individual Insurance
- Retirement
- Retirement, Institutional/Workplace
- Retirement, Retail
- Retirement Income
- Retirement Planning
- Retirees and Pre-Retirees
- Fraud
- Insurance Products
- Combination Products
- Critical Illness
- Dental Insurance
- Disability Insurance
- Health Insurance
- Life Insurance
- Long-Term Care Insurance
- Medical Insurance
- Supplemental Health
- Annuities
- Annuities, Fixed Deferred
- Annuities, Indexed
- Annuities, Variable
- Fiduciary Rules
New Life for Life Insurance: Revitalizing Industry Growth
Marketing and distribution alignment is key to closing the life insurance coverage gap and accelerating growth. Discover how carriers can unlock this opportunity.
- Research Abstract
- Distribution Channels
- Banks/Bancassurance
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Multiple Line Exclusive Agency (MLEA)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Direct-to-Consumer
- Individual Insurance
- Insurance Products
- Life Insurance
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