Expertise across the annuity lifecycle.
Strategy
Planning for both new market entrants and established annuity writers. Identify the best path forward for growing your annuity franchise.
Concept design and pricing
David has helped develop some of the most successful indexed annuity offerings in the market. These services can cover everything from initial concept pricing to full pricing and go-to-market.
Competitive analysis
Gain a deeper understanding of how the annuity market works and which carriers are writing annuities at the lowest cost. These services can be broad market focused or include rapid pricing of competitor offerings.
Pricing and model review
Rapid review of pricing philosophy and model architecture to build confidence in current offerings and get to market faster.