Financial Services Company Defends Market Position with New Distribution Strategy

PROJECT OVERVIEW

A US financial services business that provides life insurance and some health insurance, investments and home loan products, was facing a rapidly changing regulatory environment focused on improving the quality of agent advice. In response, the company was looking to build a distribution strategy that would protect its market position.

Project details

  • Year: 2016
  • Project: Financial
  • Customer: Wallahia Inc.
  • Designer: Arnie Schwarzie
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