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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 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.

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