Their Asset Allocation and Policy, But Unsure If They Have the Resources
How Can Your Insurer Get These Consulting Services at a Lower Cost, Without Sacrificing Quality?
Insurance Company Profile:
- Investment Policy Hasn’t Been Reviewed Since 1994
- Asset Allocation Reviewed Every Handful of Years
- CEO and Chief Underwriter “Handle” Investments
- Requested Proposals, But Fees Too High
- Board has Little to No-Interest in Investment Issues
At a Low Cost, SAA Solutions Offers High-Level Consulting Services For Your Insurer’s Investment Process
SAA Solutions Would Provide:
- Asset Allocation Review (Every Two Years)
- Automated Assistance in Policy Generation
- Low or No-Cost Brokerage Services
- Quarterly Review Calls with the Board
*The information provided is meant for demonstrative purposes only. The information does not reflect or represent an actual company or entity.