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Advisor Pulse in the Time of COVID-19 Series

Laura A. Murach; Dan Beatrice, ACS, ALMI; Peter DeWitt; Carol L. Perkins, ASA, CLU, ChFC 12/29/2020

How COVID-19 has affected advisors and what do advisors expect going forward.

Summary

In March and April insurance agents, registered investment advisors (RIAs), and registered advisors shared how their practices are being affected by COVID-19. In October advisors shared what they thought was successful and a challenge during the prior six months and what they expect to in the first half of 2021.

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Reports in the Series

Canadian Independent Insurance Advisor Survey

Mar 22, 2021

How is the pandemic disrupting independent insurance advisors in the Canadian market?

Coronavirus (COVID-19): Advisor Pulse

Apr 1, 2020

How is COVID-19 affecting registered advisors?

Coronavirus (COVID-19): Insurance Agent Pulse

Apr 23, 2020

How is COVID-19 affecting insurance agents?

Coronavirus (COVID-19): Registered Investment Advisors (RIAs)

Apr 20, 2020

How is COVID-19 affecting registered investment advisors (RIAs)?

Advisor Pulse – Insurance Agents

Dec 21, 2020

How is COVID-19 affecting insurance agents?

Advisor Pulse – Broker-Dealer Reps

Dec 21, 2020

How is COVID-19 affecting broker-dealer reps?

Advisor Pulse – Registered Investment Advisors

Dec 21, 2020

How is COVID-19 affecting registered investment advisors (RIAs)?

Related Research

COVID-19 Social Distance and Distribution: Firm Survey Summary of Results

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COVID-19 Social Distance and Distribution: Advisor Survey Summary of Results

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

Cross-Selling Life: Awareness and Opportunity to Buy

Are consumers even aware they can buy other products — like life insurance — from their auto insurance company?

U.S. Individual Life Insurance: COVID-19 Mortality Experience Study

Explore the impact of COVID-19 on individual life insurance claims experience.

U.S. Worksite/Voluntary Sales and In Force

Results are in! View the latest market stats on 100 percent-employee-paid products sold at the workplace.

Meet the Researchers

Laura A. Murach

Murach manages LIMRA’s insurance and investment intermediary/third-party distribution research program. She and her team conduct various research studies related to independent producers, wholesalers, and other distribution intermediaries including BGAs/IMOs, broker-dealers, wirehouses, and financial institutions. Murach also conducts advisor research and manages LIMRA’s Panel of Financial Professionals.

Murach is staff representative to LIMRA’s Wholesaler Leadership Summit and research liaison to LIMRA’s Independent Producer Marketing Committee and LIMRA’s Brokerage Committee. Murach is a graduate of Ithaca College and earned her LIMRA Leadership Institute Fellow (LLIF) designation in 2018.

Research Director, Distribution Research
LIMRA
lmurach@limra.com


Dan Beatrice, ACS, ALMI
Dan Beatrice joined LIMRA in 1999. He serves LIMRA’s independent insurance research program for studies pertaining to independent sales professionals and intermediaries. He earned his Bachelor of Arts degree in political science from the University of Connecticut.

Research Analyst – Distribution Research
LIMRA
dbeatrice@limra.com


Peter DeWitt

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