Case Study:
SE2 Converts Large Block of Annuity Business in Complex Conversion

For life and annuity insurers, mergers and acquisitions provide opportunities to increase revenue, enter new markets, and enhance market reach. They also present a long list of challenges. 

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