Greenwald Announces Financial Intermediaries Research Panel for Use by Its Clients

New “Insiders Panel” includes Financial Advisors, Insurance Agents, and Brokers


Washington, DC (September 7, 2023) – Greenwald Research, an independent research consulting firm specializing in health and wealth-related topics and clients, announces the launch of its new Insiders Panel that can be accessed by Greenwald clients for in-depth interview, focus group, and survey research engagements.

The new and growing panel of financial intermediaries includes advisors, agents, and brokers who sell and advise on individual and group insurance, such as life, annuity and disability, retail retirement and investments, employer-sponsored retirement plans, as well as individual health insurance (including Medicare Advantage and Medigap), and employer-sponsored health insurance.

“Greenwald has been conducting research with advisors and brokers for decades, using a variety of reputable sources,” says Lisa Greenwald, CEO. “Over the years, we’ve curated databases and built a strong reputation with these valuable research respondents. Building a panel to help our clients access these hard-to-reach audiences was a natural extension of our work and commitment to focusing on the intersection of health and wealth.”

The panel was created with the respondent experience in mind. Greenwald stands by its commitment to be respectful of the time and input provided by these busy professionals. “One goal was to ensure a two-way flow of information. We will always share select and relevant findings with our Insiders, so they can see and benefit from the research they’ve contributed to,” says Eric Sondergeld, Managing Director at Greenwald, who led the development of this formalized offering. Greenwald will tightly manage the panelist experience by being involved in each engagement. The panel will not be available as a sample-only resource.

The Insiders Panel includes professionals of interest to health insurers, life insurers, multi-line insurers, employee benefits providers, investment and wealth management firms, and related trade associations. Currently, about 1,700 professionals have joined the Insiders Panel, though Greenwald retains its access to thousands more through curated and reliable sources.

For more information about the Insiders Panel, visit


About Greenwald Research
Greenwald Research is a leading independent research and consulting partner to the health and wealth industries that applies quantitative and qualitative research methods to produce insights that help companies stay competitive and navigate industry change. Leveraging deep subject matter expertise and a trusted consultative approach since 1985, Greenwald offers comprehensive services to answer strategic business questions.

Contact: Eric Sondergeld

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