This report disseminates information on challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.
COVID-19 Social Distance and Distribution: Advisor Survey Summary of Results
Peter DeWitt 6/25/2020
The current coronavirus (COVID-19) pandemic has had widespread and significant economic effects, resulting in volatile market conditions. LIMRA, Oliver Wyman, the Insured Retirement Institute (IRI), and NAIFA partnered on a pulse survey around this important topic and its impact on distribution.
The survey was targeted to financial advisors, insurance agents, and related management at wirehouses, regional/national broker/dealers (BDs), independent BDs, banks, insurance companies, and registered investment advisors (RIAs) to identify challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.
- Research Abstract
- Distribution Channels
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Independent Agency/Brokerage
- Insurance Products
- Combination Products
- Disability Insurance
- Life Insurance
- Annuities, Fixed Deferred
- Annuities, Indexed
- Annuities, Variable
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