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The Human-Tech Connection

Current LIMRA research indicates that reaching today’s financial services consumer means maintaining a balance between advisor interaction and technological innovation.

Five Important Factors Consumers Consider when Seeking Financial Advice

LIMRA research shows 45 percent of consumers admit to lacking financial knowledge, but only one in four consumers are working with a financial professional.

Retirement Plans Advisory Board

View the Retirement Plans Advisory Board. Sandy McCarthy, president, Retirement Services, OneAmerica, will serve as chair.

Hybrid Work Time to Hit the Reset Button

How has the financial services industry weathered the pandemic? Over the past two years, we have invented new products, zeroed in on ways to better...

Life Insurance Advisory Board

View the Life Insurance Advisory Board. Dennis Martin, president, Individual Life and Financial Services, OneAmerica, will serve as chair.

COVID-19 Drives Consumers to Seek Hybrid Experience When Buying Life Insurance

As the COVID-19 pandemic spread across the country, new research from LIMRA and Boston Consulting Group (BCG) finds 4 in 10 consumers purchased life insurance using a hybrid of online and consulting with a financial professional, an increase of 10 percentage points compared with life insurance purchases prior to the pandemic.

Human Resources

Accelerate your success with our Human Resources learning path.

LIMRA-EY Joint Study Shows Growth in Advisory Services Over the Past 10 Years

WINDSOR, Conn., October 22, 2018 – A new LIMRA and EY study finds significant growth of advisory services in financial professionals’ business mix across multiple types of advisor channels. The largest growth of fee-based advisory services comes from full-service broker-dealer advisors, which grew nearly five times, from 10 percent in 2008 to 48 percent in 2018.

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