Insurance & Wealth Management

/Insurance & Wealth Management
Insurance & Wealth Management 2017-09-01T21:04:25+00:00

CAST helps its Insurance and Wealth Management clients create and implement strategies that address complex organizational, operational, competitive, and integration challenges. We follow a client-centric and highly collaborative approach that combines our extensive insurance, wealth, and banking experience with analytical processes to deliver sustainable and scalable results. CAST’s Insurance and Wealth Management practice capabilities are organized into four key service offering pillars.

Service Offerings

Typical Benefits Experienced by Our Clients

0x
Return in Terms of Yearly Savings
0%
Identified Savings Opportunities
0 months
Payback Period on Initial Investment

Insurance & Wealth Management Clients

We have been fortunate enough to work with many wonderful clients over the 30+ years CAST has been in existence. Here are some insurance and wealth management clients we’ve worked with in the past.

Insurance & Wealth Management Case Studies

Insurance & Wealth Management Case Study #1

Distribution Strategy for Middle-Market Growth

A publicly-traded life insurer licensed in 43 states with a career agency field force sought to increase production volume through existing channels while adopting a true middle-market focus. CAST’s engagement mapped a dual sales model and incentive program to help sales representatives achieve plan…

Download Complete Case Study

Insurance & Wealth Management Case Study #2

Product Design & Implementation

A national diversified financial services company with $4.4 billion in revenues engaged CAST to Design and implement a new fee-based mutual fund wrap product that is suitable for clients with lower levels of available assets and to perform all program management responsibilities related to the implementation of the new product.

Download Complete Case Study