Closed Block of Life and Annuity Policies

SE2 Successfully Converts Complex Closed Block of Life and Annuity Policies

SE2 helped a global asset management and investment advisory firm convert a large closed block of life and annuity policies they had acquired.

When a global asset management and investment advisory firm acquired a fairly large closed block of life and annuity policies, its goal was to move these policies to a lower cost, more efficient operating model while still providing a strong customer experience to its policyholders and distribution network. With an upswing in industry M&A activity, the firm acquired this block with the vision of creating a new entity, leveraging this piece of business as the centerpiece of the new company and building a foundation to re-enter the new business market.

Download this client story to learn how SE2 was able to convert five life systems and four larger annuity systems successfully.

Download the Client Story