SE2 Partners with Carrier, IMO for Successful New Fixed Indexed Annuity


An independent marketing organization approached SE2 with a concept for an innovative, fixed indexed annuity in-a-box product. SE2 leveraged its extensive partner ecosystem to introduce the IMO to a carrier specializing in retirement products. The three entities formed a partnership that led to the development of an industry-changing FIA product that encompasses manufacturing, service and distribution, all in a single offering. SE2 facilitated an aggressive development-to-launch timeframe, speeding the product to market in only six months.

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