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

Jun 25, 2020

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

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

Jun 26, 2020

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

COVID-19: Defined Contribution Advisor Response

Nov 11, 2020

The COVID-19 crisis has impacted sales activity in the defined contribution marketplace; Secure Retirement Institute® and NMG partnered research explores advisor reactions and plans in light of the crisis.

Harnessing Growth: The LIMRA-EY Experienced Financial Advisor Study

Oct 17, 2018

Distribution channels are converging as advisors reshape their practices. As old definitions become unreliable, new opportunities are emerging for carriers and distributors alike.

LIMRA and Socialware Launch New Social Media Training for Financial Advisors at Distribution Conference

ORLANDO, Fla., Feb. 23, 2011 — Today, LIMRA and Socialware introduced their new social media training program to more than 300 financial services sales, marketing and distribution leaders at LIMRA’s 2011 Distribution Conference in Orlando, Fla.

LIMRA Research Finds Majority of Companies Helping Financial Professionals With Social Media

New Study Says Six in 10 Organizations Have Training, Other Programs in Place.

New Industry Study: Social Distancing Measures Challenge Advisors’ Practices

Not being able to meet in person with their clients during the pandemic ranks as the biggest impact to their business for 9 in 10 advisors according to a recent study. Market factors including low interest rates and increased market volatility have also been disruptive to advisors’ practices.

LIMRA-McKinsey Study Reveals Key Factors That Drive Financial Advisor Productivity Across Multiple Distribution Channels

Windsor, Conn., and New York, N.Y.; Nov. 13, 2012 — The economics of financial advisory distribution face numerous challenges, but pockets of opportunity remain, according to a major new study of experienced financial advisors, released today by LIMRA and McKinsey & Company.