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.
To explore the current landscape and future of wholesaling, LIMRA surveyed wholesalers to learn about their activities, opinions, interactions with financial professionals, and perspectives on the future.
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.