Our Accomplishments
Bill Horbatt
- Redesigned term life product to reduce reserve strain and replaced virtually all in force contracts with revised product
- Assisted moderate sized Caribbean company re-install universal life administrative system to improve compliance, financial control and profitability
- Reduced European subsidiary financial close from 10 to 2 business days.
- Advised Central America insurance company board during hostile take-over attempt, increasing the company's sale price
- Managed US GAAP conversion projects in France and Italy
Ghislaine Royer
- Assisted a French company expand direct marketing throughout Europe
- Assessed mutual company’s corporate organization and recommended improvements
- Advised a French company on joint venture options with Belgium companies
- Merged American and Swiss subsidiaries into a new French subsidiary
- Launched a new market for Scandinavians moving to the Mediterranean
- Coached insurance top level managers
Dr Stéphane Sarbach
- Developed and implemented product approval process for an international insurance group
- Supervised product development and management in Europe (incl. CEE), Asia and North-America
- Developed of product strategies (market research, needs analysis, business cases, implementation, monitoring) in various European countries
- Launched of new life operations in several countries (including Luxembourg, Liechtenstein and CEE)
- Organized sales of cross-border life assurance under the European Freedom of Services regime
- Managed international projects
Nasir Whaind
- Assisted in developing business plan for launch of life operations in GCC countries including design and pricing of products in addition to carrying out model office projections
- Assisted in launch of greenfield life
operations with specific responsibility for product design, pricing
- Assisted in due diligence for acquisition of
life insurance operations and subsequently provided support to for
ongoing financial analyses and statutory reporting
- Assisted national and sub-national
governments in analysing and reforming/restructuring of pension
schemes
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Undertook capacity building of pension and life regulators including strengthening of laws and reporting requirements