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Challenge/Opportunity
Collaborate with the Company on the positioning of a custom-designed financial
product to assist Life and Property/Casualty insurers to achieve tax-preferred
returns on a broader range of investments.
Consulting
Engagement
Provide a sounding board to ensure the design of
the product addresses a broad range of requirements of interest to perspective
purchasers; serve a defined role in the formal sales and marketing activities.
Consulting Process
Initial conceptual review meetings were reinforced by selected
third party feedback sessions. Orchestration of the client contact activities;
participation in on-site sales calls.
Results
A special Joint Venture relationship formed with a major advisory
organization. Excellent response demonstrated by perspective buyers. Revenue
potential in 2000: $1.0-2.0 billion.
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