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This report disseminates information on challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.

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Summary

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.

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