Wholesalers are a critical link in the distribution channel. In this study, financial professionals shared their perspective on the vital role wholesalers play in their success.
Explore how formal written plans for asset management and financial or investment-related decisions can help create a solid foundation for investors navigating the retirement journey.
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.