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Join date: May 19, 2021
Posts (3)
Apr 8, 2025 ∙ 3 min
The Capital-Light Revolution: How Smart Carriers Are Rewriting the Playbook on Product Development
In today’s life and annuity markets, the rules are changing—and fast. The old model of heavy capital investment, long development cycles,...
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Nov 11, 2021 ∙ 8 min
Private Equity Investing in the Life & Annuity Industry
The life insurance and annuity industry went through dynamic changes especially to carrier ownership and structures since the early 1990s...
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Jun 7, 2021 ∙ 6 min
A Focus on Outcomes and How We Get There
Over my thirty-year career in the wealth management industry, I have seen neither the breadth nor the scale of innovation and change that...
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