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.

 

 

Bringing Coals to Newcastle

Challenge:
A national consulting, brokerage and administration firm specializing in the use of specially designed corporate insurance products to serve major financial institutions and Fortune 500 companies.

 

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