Survey says: 7 lessons for financial advisers
*Our first in-depth retail insurance quantitative study (n = 1,191) conducted in July 2018 and is the largest of its kind in examining consumers and business owners who have purchased life insurance through an adviser. MetLife researched three groups: Consumers who have sought professional financial advice on life insurance (“consumers”); Consumers who are not currently using a financial adviser but are likely to see an adviser about life insurance in the next two years (“potentials”); Small to medium enterprises with up to 20 employees who have sought professional financial advice on life insurance (“SMEs”). The report provides a snapshot of consumer and SME attitudes towards financial advisers, and their level of confidence about their life insurance, along with actionable insights into how advisers can further improve the customer experience.
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