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

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.

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

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

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