Life Assurance and Insurance

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Life Assurance and Insurance

  • Strategic planning
    • I have been a very successful life assurance analyst for 14 years and have a very strong understanding of the industry and the companies that operate in the industry;
    • I could help life assurers in developing their strategic planning, including such areas as product development, marketing, capital management, asset management, expansion, acquisitions, etc.
  • AIDS research
    • My AIDS research that is nearing its completion could be very useful to life assurance companies insofar as it could help them to change their strategy in the entry-level market in SA;
    • I could help life assurers to change and/or improve their strategy in the entry-level space with regard to the improved mortality that has been and is expected to continue being experienced due to the aggressive roll-out of anti-retroviral medication;
  • Investor relations
    • During my 14 years as a life assurance analyst, I have come to understand the investor and investor relations space very well;
    • During my tenure at Merrill Lynch, I was part of a team that successfully promoted the SA life assurance industry as an investment destination and helped to increase the offshore shareholding in these counters, which contributed to a meaningful re-rating of the space;
    • I could help life assurers to better communicate with the investment community, making sure that the right message is delivered.
  • Analysis
    • As above
  • Due diligence
    • As above

Short-term insurance

  • Strategic planning
    • I have been a very successful short-term insurance analyst for 14 years and have a very strong understanding of the industry and the companies that operate in the industry;
    • I could help life assurers in developing their strategic planning, including such areas as product development, marketing, capital management, asset management, expansion, acquisitions, etc.
  • Investor relations
    • As above
  • Analysis
    • As above
  • Due diligence
    • As above

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