Insurance
Strategies

Robert Schneider

 

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Who We Are

As a principal of Insurance Strategies, Bob helps senior executives reposition their business and maximize their value proposition through effective financial and business process management.  Current assignments include working with financial institutions in financial, product, and distribution management strategies and processes to help clients grow and improve their businesses. 

Mr. Schneider is a Senior Executive with 30 years of experience in life insurance and annuity product management, distribution strategy, and all aspects of insurance company financial management.  As an actuary, he has extensive background in product design and pricing, in the compensation of distribution channels, and in the regulatory, legal, and tax environments of the insurance industry.  As a senior executive, he is experienced in developing and managing business plans, in coordinating functional areas to bring projects to a successful conclusion, in negotiating with business partners, and in joint venture and merger/acquisition projects.  His primary focus is helping CEO’s, CFO’s, and Chief Marketing Officers develop strategic plans, implement product and distribution strategies, improve financial management techniques, and execute merger and acquisition opportunities. 

He has also assisted companies in implementing systems and procedures to monitor and reduce expenses, developed methods to measure and report corporate performance, and provided litigation support with respect to dividend scales. 

Prior to founding Insurance Strategies, Mr. Schneider was the Executive Vice President and Chief Financial Officer of New England Financial, where he was responsible for the company’s actuarial, accounting, treasury, and audit functions and for Individual Life Insurance product management. He was a member the company’s Board of Directors. 

Mr. Schneider received his A.B. in Political Science from Middlebury College. He is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, and a Fellow of the Canadian Institute of Actuaries.  He has served on the Editorial Board of “The Actuarial Digest” and has spoken at local and national actuarial conferences and at other insurance industry seminars.