2018 Strategic Initiatives: Life & Annuities

An SMA Research Report

Mark A. Breading, Senior Partner
Karen Pauli, Principal
Publication Date:
February 16, 2018
Number of Pages:
$995.00 USD

L&A insurers are clearly ramping up their response to growth and operational challenges. This SMA research report reveals insurers’ plans regarding twelve strategic initiatives, including traditional initiatives like data and analytics and core modernization, and new initiatives such as customer experience and digital transformation. The report is based on a survey of life and annuity executives and SMA analysts’ observations and insights. Approaches to InsurTech and emerging tech are also highlighted, based on new SMA research data.

Figure 1. Insurer Approaches to Emerging Tech

20180216 StratInitLA 



Table of Contents

  • Strategic View 3
  • Strategic Initiatives 4
  • Traditional Initiatives
  • New World Initiatives
  • InsurTech and Emerging Tech Approaches 8
  • SMA Call to Action 9
  • About Strategy Meets Action 10