Laura A. Murach, ACS, LLIF, FLMI; Dan Beatrice, ALMI; Peter DeWitt; Carol L. Perkins, ASA, CLU, ChFC 12/29/2020
How COVID-19 has affected advisors and what do advisors expect going forward.
In March and April insurance agents, registered investment advisors (RIAs), and registered advisors shared how their practices are being affected by COVID-19. In October advisors shared what they thought was successful and a challenge during the prior six months and what they expect to in the first half of 2021.
How is the pandemic disrupting independent insurance advisors in the Canadian market?
How is COVID-19 affecting insurance agents?
How is COVID-19 affecting registered investment advisors (RIAs)?
How is COVID-19 affecting registered investment advisors (RIAs)?
Murach manages LIMRA’s insurance and investment intermediary/third-party distribution research program. She and her team conduct various research studies related to independent producers, wholesalers, and other distribution intermediaries including BGAs/IMOs, broker-dealers, wirehouses, and financial institutions. Murach also conducts advisor research and manages LIMRA’s Panel of Financial Professionals.
Murach is staff representative to LIMRA’s Wholesaler Leadership Summit and research liaison to LIMRA’s Independent Producer Marketing Committee and LIMRA’s Brokerage Committee. Murach is a graduate of Ithaca College and earned her LIMRA Leadership Institute Fellow (LLIF) designation in 2018.
Research Director, Distribution Research
LIMRA and LOMA
lmurach@limra.com
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
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
