Peter DeWitt 6/26/2020
This report disseminates information on challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.
The current coronavirus (COVID-19) pandemic has had widespread and significant economic affects, 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 staff in brokerage general agencies / independent marketing organizations (BGAs / IMOs), wirehouses, regional/national broker / dealers (BDs), independent BDs, banks, and insurance companies directly involved in assessing the impact of recent events on distribution to identify challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.
Stay up-to-date on the latest coronavirus (COVID-19) trends and their impact on the financial services industry.
Peter focuses on research pertaining to insurance- and investment-focused distribution. His research areas include independent practice models such as RIAs and independent insurance agents, robo-advisors, and sales benchmarking for banks and broker-dealers. Prior to joining LIMRA in 2017, Peter worked as an analyst for a boutique investment firm. He is currently pursuing his M.B.A. from Boston University Questrom School of Business and he earned his B.S in Finance from Central Connecticut State University.
Senior Analyst, Distribution Research
LIMRA
PDeWitt@limra.com