| | | As we get ready to say goodbye to summer and move into fall, a season that may not feel as routine as it usually does, we've remained committed to evolving to better help your business thrive regardless of uncertainties in the market.
We've expanded our MGA leadership team by adding two regional vice-presidents to enable broader support across the country, increased focus on wholesaling relationships and support that extends beyond product. This evolution supports our collective goal to be a partner in your business, to know your practice and to bring leading-edge solutions to help you drive your business forward.
Here are other ways we're evolving our business and product offering for you and your clients. |
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| | Moving your business forward | In March, we adapted a more digital business and introduced things like eSignature capabilities, relaxed underwriting and changes to paramedical requirements so that your insurance business could continue. We've provided resources to ensure a digital business and virtual connection with clients can continue seamlessly. While business continues to evolve and both in-person and in-home paramedical services are resuming where possible, conducting business digitally is here to stay. As the environment continues to change, our commitment is to keep you updated on any changes to these measures. Our focus is to do everything we can to ensure you can continue to serve your clients. |
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| | Continued momentum on our wealth vision | To ensure we're providing best-in-class fund solutions, we rely heavily on the rules-based approach to fund governance by our Investment Manager Review (IMR) team. The independent IMR process provides greater consistency and sets a high standard of performance expectations, governance and risk mitigation for all the fund managers on our shelf so customers and advisors can be confident in the quality and competitiveness of our fund offering. Recently one of our new sub-advisors T. Rowe Price, received a Morningstar Award for Investing Excellence (available in English only). We're glad that Morningstar sees the same traits our IMR team did when they brought T. Rowe Price to our offering – a strong, highly-skilled investment manager that's truly there to help their clients succeed. |
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