SAA Solutions: Key Benefits

With SAA Solutions, we help insurance companies and governmental risk pools with an investment portfolio <$25MM achieve an improved investment process, at a fraction of the cost of an inhouse investment professional.

Time and Cost-Effective Expertise

  • Investment expertise from SAA’s Principals, all former Senior Investment Executives in the insurance industry, at a fraction of the cost of an inhouse investment professional.
  • Similar investment process as utilized by much larger insurers.
  • Staff time saved on a very specialized, time intensive activity.

Independence

  • We have no conflicts of interest nor vested interested in the trades you approve, as you will have access to Index Funds and ETFs from various providers.
  • Since we have no vested interest in the trades you approve, we can recommend the optimal trades to achieve the best results.

Access to Pre-Approved NAIC Bond Funds

  • Accessible Bond Funds will meet NAIC’s approved criteria for Systematic Accounting, which allow for funds to use statutory accounting treatment similar to holding a bond.

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