How is COVID-19 affecting registered investment advisors (RIAs)?
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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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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
- Annuities
- Annuities, Fixed Deferred
- Annuities, Indexed
- Annuities, Variable
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- Regulatory Compliance
- Distribution Channels
- 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
- Customer Experience
- Generations
- Multicultural Markets
- Wealth Markets
- Women
- Employer
- Non-Profits
- Private Employers
- Public Employers
- Small Businesses
- Individual Insurance
- Workplace Benefits
- Voluntary/100% Employee Paid
- Retirement
- Retirement, Institutional/Workplace
- Retirement, Retail
- Retirement Income
- Retirement Planning
- Technology
- Analytics
- FinTech/InsurTech
- Innovation
- Social Media
- Retirees and Pre-Retirees
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- Field Leadership
- Fraud
- Insurance Products
- Combination Products
- Critical Illness
- Disability Insurance
- Life Insurance
- Long-Term Care Insurance
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- Underwriting
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- Annuities, Fixed Deferred
- Annuities, Indexed
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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