> SE2 Overview

Purpose-built to Accelerate Digital Transformation

We empower innovation by delivering a seamless life insurance buying and post-issue service experience.

We enable insurers to build new products and get them to market fast. Our leading-edge digital technology platform, end to end administration services and pre-integrated ecosystem free up time and resources and allows insurers to grow rapidly and focus on what they do best.


Proven Track Record of Results

We’re proud that leading and innovative life and annuity insurers believe in our mission, our teams and in our ability to deliver it.

1

Administrator of Variable Annuities in the U.S.

100

Assets under administration

2

Inbound Calls Handled by our Call Center Annually

120

New Products Launched on SE2 Aurum Platform

20

Premiums Processed Annually

200

New Business Applications Handled

25

Customer Clients

1

Agents, Financial Advisors & Sales Entities Supported


100% focused on servicing US Life & Annuity

End to End
Digital Platform

Deep industry
expertise

Comprehensive eco-system of partners

Proven track-record of administering closed and acquired blocks

Our Core Values

At SE2, we are passionate about your success. To make it happen, we cultivate a culture of go-getters. Our leaders and associates are empowered to take risks, think creatively and face new challenges with excitement, energy and optimism. We bake our values into our relationships. We think ahead on your behalf.

Integrity is the foundation on which we have built our business. Acting with integrity means always doing the right thing for our customers, organization and community by following our values and Code of Business Conduct. We say what we mean and we do what we say.

We work hard to be leaders in our field, and we’re passionate about bringing creative solutions to our clients. Our environment encourages and rewards responsible risk-taking. Together we share our successes and grow from our mistakes.

We focus on quality and take ownership of how we deliver products and services to our customers. We are transparent and see open dialogue with our clients and associates. We take responsibility for meeting our commitments, and we take ownership of the results and hold each other to the highest standards.

We are a flexible partner and are vested in our clients’ success. We challenge the status quo, and we empower our associates to make decisions that deliver results. Quality is our priority. There is always a better way – we solve for it.

For our clients, we provide best-in-class products and services to help them achieve their goals. For our associates, we provide a challenging environment that encourages teamwork and personal growth and where diversity of thought, background, heritage and perspective is valued.

Integrity is the foundation on which we have built our business. Acting with integrity means always doing the right thing for our customers, organization and community by following our values and Code of Business Conduct. We say what we mean and we do what we say.

We work hard to be leaders in our field, and we’re passionate about bringing creative solutions to our clients. Our environment encourages and rewards responsible risk-taking. Together we share our successes and grow from our mistakes.

We focus on quality and take ownership of how we deliver products and services to our customers. We are transparent and see open dialogue with our clients and associates. We take responsibility for meeting our commitments, and we take ownership of the results and hold each other to the highest standards.

We are a flexible partner and are vested in our clients’ success. We challenge the status quo, and we empower our associates to make decisions that deliver results. Quality is our priority. There is always a better way – we solve for it.

For our clients, we provide best-in-class products and services to help them achieve their goals. For our associates, we provide a challenging environment that encourages teamwork and personal growth and where diversity of thought, background, heritage and perspective is valued.