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SE2 Partners with Carrier, IMO for Successful New Fixed Indexed Annuity

An independent marketing organization approached SE2 with a concept for an innovative, fixed indexed annuity in-a-box product. SE2 leveraged its extensive partner ecosystem to introduce the IMO to a carrier specializing in retirement products. The three entities formed a partnership that led to the development of an industry-changing FIA product that encompasses manufacturing, service and distribution, all in a single offering. SE2 facilitated an aggressive development-to-launch timeframe, speeding the product to market in only six months.

Let SE2 Turn Your Next Merger or Acquisition Into A Success Story.

Learn how SE2 helped a global asset management and investment advisory firm move a large block of acquired life and annuity policies, producing outstanding results that included:

  • Converting a complex block of five life systems and four larger annuity systems   
  • Streamlining the overall operating environment and standardizing processes to support their existing policy base, while building a foundation to re-enter a new business market

With challenges come opportunities. Let SE2 help you rethink your next merger or acquisition.

Download the Case Study