Case Study
Insurer Launches Mutual Fund IRA and Variable Annuity within 9 Months
Client Insurer focusing on retirement products and annuities. Client Offering Mutual Fund IRA and Variable Annuity. Case Study Insurer Launches Mutual Fund IRA and Variable Annuity within 9 Months Abstract When the insurer formed its retirement solutions division, it looked to SE2 for a platform to launch its initial core offerings. SE2 launched the products in less than nine months, enabling the insurer to begin selling and servici