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To explore the current landscape and future of wholesaling, LIMRA surveyed wholesalers to learn about their activities, opinions, interactions with financial professionals, and perspectives on the future.

Summary

LIMRA surveyed wholesalers to examine the current state and future of wholesaling. This paper compares four groups of wholesalers based on position (external or internal wholesaler) and primary product (annuities or life insurance). It includes findings on interactions with financial professionals, virtual communication, data analytics, and activities in goals.

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