华利安：2023年保险分销市场冬季更新报告（中译版）（12页）.pdf

1、INSURANCE DISTRIBUTIONLIFE,ANNUITY,AND HEALTHMARKET UPDATE|WINTER 2023Life,Annuity,and HealthHoulihan Lokey Insurance Distribution Market UpdateInsurance Subverticals CoveredArik RashkesManaging DirectorHead of InsuranceARashkesHL.com212.497.7932Dear Clients and Friends,We are pleased to present our

2、 inaugural Insurance Distribution Market Update for the winter of 2023,with this issue having a particular focus on organizations involved with the marketing and distribution of life insurance,annuities,and health insurance.Inflation,recession concerns,rising rates,and market volatility continue to

3、impact decision-making.The current macroeconomic environment creates many challenges as well as opportunities for companies across the spectrum of insurance distribution.We remain busy with engagements among independent marketing organizations,field marketing organizations,and other distribution com

4、panies where differentiated platforms continue to garner interest from strategic and financial investors.We have included industry insights to help you stay ahead in our dynamic and constantly evolving sector,a public markets update,and select transaction announcements.We hope you find this quarterl

5、y update to be informative and that it serves as a valuable resource to you in staying abreast of the market.We look forward to staying in touch and hopefully getting together soon for a drink,coffee,or lunch.Best Regards,Additional U.S.Insurance Team Contacts:Juan GuzmanManaging DirectorJGuzmanHL.c

6、om212.497.4225Craig TessimondManaging DirectorCTessimondHL.com617.316.7120Faiz VahidyDirectorIMO and MGA CoverageFVahidyHL.com212.497.78962Matt CornishSenior Vice PresidentMCornishHL.com212.497.4210Services ProvidedInsurance Distribution,Services,and TechProperty and CasualtyLife,Annuity,and HealthW