Life Insurance and Annuities
We have developed and implemented tactical initiatives to meet carriers’ sales, profitability, and asset/liability management objectives. Life and health insurance companies turn to us to:
- Enhance distribution (e.g. career, brokerage/wholesale) via recruiting, compensation, and “independent” or dual affiliation structures
- Launch global insurance and annuity platforms leveragable for multi-national, multi-channel distribution (e.g. agency, bankassurance, brokerage, IFAs)
- Package insurance offerings into customer-focused planning solutions (e.g. pre-retiree, elder market)
- Develop new product sets focused on retirement services & wealth management
- Integrate insurance, annuities, and life planning capabilities into comprehensive wealth advisory models at brokerages, banks, and independent advisor firms
- Increase agent productivity by implementing new technologies, tools, and business sales workflow management systems
- Reengineer core processing, administration, and service functions to harness productivity improvements and reduce total cost of ownership
- Design new risk management structures to limit compliance liabilities
A P & A Case Study in Insurance Marketing by Non-Insurers
brings the expertise you need to anticipate and adapt to changing global business dynamics and rapidly evolving technologies.
