Insurance
Strategies

Insurance Strategies

 

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Who We Are

Insurance Strategies works with executives of insurance companies and distributors to plan and implement projects that will position their organizations in the rapidly evolving financial services marketplace.  Our approach brings expertise to your project as it is needed and avoids overstaffing or unnecessary overhead expense.

Bob SchneiderMary Dexter, and Greg Ross, the Principals of Insurance Strategies, each have over twenty five years of experience in life insurance industry management and can help executives to successfully complete projects in many areas, including:

Design of term insurance, variable life insurance, and variable annuity products

Entry into new markets or new product lines, including corporate owned life insurance and private placement variable life insurance

Implementation of cooperative arrangements between product manufacturers and distribution channels

Planning and implementation of merger and acquisition activities

Refinement of management information systems and development of effective financial reporting systems

Insurance Strategies
68 Harvard Street
Brookline, MA 02445

Phone: 617-713-3883
Fax:      617-527-5054

email:
  info@ins-strat.com

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