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Canadian Independent Insurance Advisor Survey

3/22/2021

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

Summary

Learn how the pandemic is affecting independent insurance advisors.

  • How disruptive is it to their practice?
  • Change to product mix
  • Change in life insurance sales volume
  • Wholesaler engagement
  • Client engagement
  • Advisor training and support needs

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Meet the Project Director

Dan Beatrice, ALMI

Dan Beatrice serves LIMRA's independent insurance research program for studies pertaining to independent sales professionals and intermediaries. He is Project Director for wholesaler compensation studies in the U.S. and Canada. He serves as staff representative for LIMRA's Financial Management Research Committee.

Research Analyst – Distribution Research
LIMRA
dbeatrice@limra.com


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