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Barriers to Financial Advice for Non-Affluent Consumers

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Barriers to Financial Advice for Non-Affluent Consumers

Research Projects – Life Insurance

The Actuary of the Future along with the Product Development Section, are pleased to make the following report available. Authored by Dan Iannicola, Jr. and Dr. Jonas Parker of The Financial Literacy Group, this report examines why professional financial advice is generally not available to the non-affluent segment of the American public.

Report

Thank You

The sponsors would like to thank the following individuals who served on the Project Oversight Group:

Janet Deskins—POG Chair
Pete Bondy
Eric Clapprood
Steve Cooperstein
Jennifer McGinnis
Sue Sames
Jan Schuh—SOA Research Administrator
Ronora Stryker—SOA Research Actuary

Questions Or Comments?

If you have comments or questions, please send an email to research@soa.org.