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The Empowered Financial Professional


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The Empowered Financial Professional
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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER  SOLICATION PURPOSES.

Methodology
The general consumer study was conducted Jan.-Feb. 2021, and included 622 total respondents, both men and women, age 40 and above. The agent study was conducted Jan.-Feb. 2021, and included 339 contracted agents including both men and women.

The term advisor is used in a general sense and may refer to any type of agent or financial professional.

Analysis is for educational purposes only. The experience of the participants of the 2021 Study may not be representative of the experience of all.

Neither the company, nor any agents acting on its behalf, should be viewed as providing legal, tax or investment advice.

33627Z-LP REV 1-23

 
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