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Case Study: SE2 Enables Reinsurer's First New Fixed Annuity Launch, Onboards Third-Party Distribution and Implements an eApp Submission Process

A multi-line reinsurer with a range of in-force life insurance, variable and fixed annuities decided to grow organically and launch its first new fixed annuity product.

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