The Insiders Panel

The Insiders Panel is Greenwald’s new and growing curated research panel of advisors, agents and brokers of health and wealth products and services, including financial advisors from all channels, life insurance agents, group benefit brokers, retirement plan advisors, and health and Medicare brokers. 


This panel provides our clients with insights from quality professionals to illuminate pressing business needs and challenges and to navigate the changing landscapes of health-wealth advice and product distribution. 


Complete the form for a free download of our Panel Book, or contact us directly to talk about how the panel can help you accomplish your objectives.


Who are the Insiders? 

Our panelists encompass several segments of health and wealth professionals:  

  • Individual Insurance – professionals providing insurance solutions to individuals (Life, long-term care, and disability) 
  • Individual Retirement & Investment – professionals providing retirement and investment products/advice to individuals (Annuities, investment products/advice, and 529 college savings plans) 
  • Individual Health – Professionals providing health insurance solutions to individuals  
  • Employee Benefits: Non-Health – professionals providing employee benefits products/advice to employers (Dental, Vision, Life, long-term care, disability, critical illness, etc.) 
  • Retirement Plans & Investments – Professionals providing retirement plans and investment solutions to employers (DC and DB plans, investment management, stable value products, etc.) 
  • Employee Benefits: Health – Professionals providing health insurance solutions to employers

Our Insiders Can Help With… 


  • Online Surveys 
  • In-depth interviews 
  • Focus Groups 

Research Types 

  • Brand Tracking & Awareness 
  • Experience, Satisfaction & Loyalty 
  • Thought Leadership 
  • Practice Management Trends 
  • Product Development 
  • Communications Testing 
  • Platform/Website Needs & Usability 


Key Benefits of Research with the Panel

  • Higher response rates through panelists’ enthusiastic and willing participation 
  • Targeted segments of health and wealth professionals to survey the audience(s) most important to you 
  • Skilled moderation from Greenwald subject matter experts that ask the right questions and speak participants’ language  
  • Continuous panel population growth through ongoing recruiting  


Email Eric Sondergeld at to leverage this panel of professionals for your research needs. 


Are you a financial professional interested in joining Greenwald’s Insiders panel? Contact us at

Download the Panel Book

Access the full panel book after submitting the form.