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
Barriers to Financial Advice for Non-Affluent Consumers
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.