Related Research
The Future Is Now: Workplace Benefits Distribution Amid a Changing Landscape
This whitepaper explores the current state and future direction of workplace distribution through the perspectives of multiple stakeholders (carriers, brokers, and employers). New Executive Summary.
2023 Digital Transformation in Workplace Benefits
How are U.S. workplace benefits carriers investing in digital transformation?
Empowering Decisions and Strengthening Connections
A 42% protection gap in life insurance reveals a $51B growth opportunity. Discover how carriers can unlock this opportunity.
- Research Abstract
- Distribution Channels
- Banks/Bancassurance
- Full Service Broker-Dealer
- Independent Broker-Dealer
- Registered Investment Advisor (RIA/IAR)
- Agency Building
- Multiple Line Exclusive Agency (MLEA)
- Independent Agency/Brokerage
- Independent Distribution Networks (BGAs/IMOs)
- Direct-to-Consumer
- Individual Insurance
- Insurance Products
- Life Insurance
A Generation at Risk: Unpacking Gen X’s Retirement Realities
Limited pensions, low confidence, and rising protection needs are reshaping Gen X’s path to retirement.
Decision Support Tools Effect on Participation Rates
Interested in how decision support tools affect employee participation rates?
Plan Sponsors, Plan Management and Fiduciary Roles
This report explores how defined contribution (DC) plan sponsors manage their plans, engage with fiduciary responsibilities, and evaluate service providers
Ascent to Agency Success: Recruiting, Training, and Retaining High Performing Agents in Malaysia
This report provides insights from industry and agency leaders on effective recruiting and retention practices, common mistakes to avoid, and the role of technology in enhancing productivity.
Ascent to Agency Success: Recruiting, Training, and Retaining High Performing Agents in the Philippines
This report provides insights from industry and agency leaders on effective recruiting and retention practices, common mistakes to avoid, and the role of technology in enhancing productivity.