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Industry Briefings


We encourage our clients to use these presentations, in their entirety or otherwise, internally throughout their respective companies. You may contact us if you need updates.

 

Forces Shaping the Mutual Fund Management Industry, February 2008

HTML | PDF | Powerpoint


Relationship and Asset Retention: Selected Themes, February 2008

HTML | PDF | Powerpoint


The Variable Annuity Business:
Insurers, Benefits Keep on “Stepping Up”

HTML | PDF | Powerpoint


Sub-advisory Targeting:
An Overview Variable Insurance Products

HTML | PDF | Powerpoint


Redemption Basics

HTML | PDF


Retention Strategies

HTML | PDF


 

Avi Nachmany,
Strategic Insight's Director of Research
Avi's Bio