A Global Network

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
  • Undertook capacity building of pension and life regulators including strengthening of laws and reporting requirements