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

Peter DeWitt 6/25/2020

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

Summary

The current coronavirus (COVID-19) pandemic has had widespread and significant economic effects, resulting in volatile market conditions. LIMRA, Oliver Wyman, the Insured Retirement Institute (IRI), and NAIFA partnered on a pulse survey around this important topic and its impact on distribution.

The survey was targeted to financial advisors, insurance agents, and related management at wirehouses, regional/national broker/dealers (BDs), independent BDs, banks, insurance companies, and registered investment advisors (RIAs) to identify challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.

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Meet the Project Director

Peter DeWitt

Peter focuses on research pertaining to insurance- and investment-focused distribution. His research areas include independent practice models such as RIAs and independent insurance agents, robo-advisors, and sales benchmarking for banks and broker-dealers. Prior to joining LIMRA in 2017, Peter worked as an analyst for a boutique investment firm. He is currently pursuing his M.B.A. from Boston University Questrom School of Business and he earned his B.S in Finance from Central Connecticut State University.

Senior Analyst, Distribution Research
LIMRA
PDeWitt@limra.com


For more information, please contact PDeWitt@limra.com.

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