A private equity consulting company
Specializing in growth strategies for the financial service industry. This is
delivered by evaluating the marketing, sales, product development, operations
and human capital capabilities of client companies.

Mission Statement
• To be an invaluable resource for clients in developing growth strategies
through re-engineering. Our clients goals are our goals magnified.

The four pillars
• Private equity consulting
• Financial Services Company strategic consulting
• Financial Service Industry consulting
• Main Platform speaking on a variety of industry topics

Why
• For 26 years Bruce Parker has been an industry leader in financial services.
• From MDRT to CEO in 26 short years Bruce has lead many organizations and
structures in turnaround and growth situations.
• Bruce has also worked with many of the top consulting companies McKinsey,
Boston Consulting, A.T. Kearny etc in building various strategic plans for
fortune 500 companies.
• In all experiences strategic build out targets have been met while budgets
have been delivered below targets.

Bruce Parker’s bio
Bruce G. Parker, Jr.
______________________________________________________________________________________________________________________
Bruce G. Parker, Jr. is a senior executive with proven ability to craft highly effective business
strategies, build committed executive teams, and drive marketplace success. He is market focused
and strategic, and is adept at building brand recognition for little known brands through identifying new
markets and developing sales, marketing, distribution, and media and advertising approaches. An astute financial and
operational manager, he is highly capable in managing a full spectrum of functions, including P&L, product pricing,
reinsurance transactions, and investment portfolios – all while containing costs and meeting customer expectations. An
industry expert, Mr. Parker is a sought after speaker and consultant with expertise on strategies and products to address
the Baby Boomer market, strategic planning and cost analysis, and building effective teams.
Mr. Parker is the former President, CEO and Chairman of Old Mutual US Life and held leadership responsibilities for
several of its subsidiaries. As head of OM Financial Life Insurance Company, he oversaw performance of a company
with $19.3 billion in statutory-basis assets, including delivery of a portfolio of annuities and life insurance products
distributed throughout the US by an established group of independent distributors. Among his many accomplishments is
his leadership of the retail business strategy development for Old Mutual US, an effort that aligned markets analysis,
products, pricing, and distribution as well as advertising, to successfully raise brand visibility and extend the company’s
domestic market reaches.
In 2006, Mr. Parker became CEO of Old Mutual Capital, a $7.5 billion asset management company offering a Mutual
Fund, Hedge Fund and Separately Managed Accounts. There, he set strategic direction with a focus on affluent and
mass market Baby Boomer population, and worked with two independent boards representing the Mutual Fund Trusts.
He also served on mergers and acquisitions (M&A)committee, leading the successful acquisition of Sage Life Bermuda
Ltd., into a new company, Old Mutual Bermuda Ltd., - a $7.0 billion firm with annual revenues of $3.0 billion.
Subsequently he oversaw the distribution of investment products to non-U.S. residents through global financial
institutions in a variety of markets around the world. He also built a comprehensive strategy focused on the Baby
Boomer and Hispanic markets in the US and the affluent offshore markets, growing revenues from $5.0 billion to over
$8.2 billion in two years, and increased overall profitability from $210 to $620 million. Mr. Parker began his tenure with
the company when he as recruited to lead a transition team successfully integrating the Fidelity and Guaranty Life
Insurance and / Americom Life and Annuity Insurance Companies into the Old Mutual Financial Network.
Prior to Old Mutual, Mr. Parker held the position of Senior Vice President of Distribution for Jefferson Pilot Financial,
where he designed and implemented their Premier Partner Strategy growing revenue by 50% in three years by
increasing the number of top sales personal in all distribution outlets. Additionally, he served as a Member of the
Executive Management and M&A Committees. As Senior Vice President at Prudential Preferred, he provided leadership
of the US Southern region, and led the integration of two distribution and management teams into one new structure;
creating synergies that reduced the overall cost structure by 30% and created a new product offering for the company.
He served as a member of Prudential’s demutualization team from 1999 to 2000, creating plans for the future structure
and product offerings for the career agent distribution system.
Mr. Parker is a member of American Council of Life Insurers (ACLI), a Trustee of The American College, Bryn Mawr,
PA, and a Board Member for LIMRA International. He is an industry speaker, consultant and author of over 25 articles
on various topics. He is an expert in building effective executive teams, implementing strategy, developing Baby Boomer
strategies for financial service companies, and creating synergies for cost effective business strategies.
He earned his M.S. Management from The American College, a B.A., Economics from the State University of New
York at Oswego, and attended the Executive Leadership Program at Cornell University. He holds LUTCF, CLU, ChFC
Designations and FINRA series 7, 6, 65 and 26 licenses.

Methodology
• Working with the teams in place to build the strategy, create the
implementation plan and to monitor the excepted vs the actual results of the
project.
• Step 1. In depth analysis using structure interviews to assess the current
state of the business, the capabilities of the executive team and gaps that
need to be addressed
• Step 2. Build a comprehensive plan from the findings in Step 1 that will have
the backing of the existing team, executives and boards. This plan can be
anything from plugging the gaps to creating a completely new strategy for the
business.

Methodology (cont.)
• Step 3. Use the existing team ( and other new team members) along with
outside specialist to create the implementation plan using detailed project
management principals.
• Step 4. Complete a post implementation check list of key deliverables and
measurements that will be delivered at time to be determined by the
customer, i.e., 3,6, or 9 months out.

Consulting timeline
• Step 1. 2-6 weeks
• Step 2. 2-6 weeks
• Step 3. 2-8 weeks
• Step 4. 1-6 weeks
• Total 7-26 weeks ( varies depending on scope of project)

1. Private Equity Consulting
• Extensive experience in leading strategic planning for financial service
companies in particular the life insurance sector.
• Support either the buy or sell side of transactions in PE deals by analyzing the
current state of business for the property.
• Develop the evaluation for the businesses front end of the business including,
sales, marketing, distribution, product profitability, operations, outsourcing,
and pricing principals.
• Ability to lead the entire transformation team when the deal is completed.

2. Financial Service Company strategic consulting
• Consulting for insurance companies, mutual fund companies and distribution
companies.
• The contrarian approach to strategic planning.
• When the goal is to develop GROW strategies for the company, Parker and
Company has a proven method of building the strategy using the team in
place to find the solution.
• The power to change is within the walls of the company and needs to be
pulled, dragged and sometime beaten out of the team. When they understand
the problem and build the solution the company will have a cost effective
solution to growth, with minimal disruption to the business.

3. Financial Services Industry Consulting
• Bruce has worked at multiple levels of the Financial Service Industry making
him uniquely qualified to serve a valuable asset to the industry.
• Extensive experience in the insurance industry with particular focus on
regulatory issues at the State and Federal level. Including working with State
Insurance departments, FINRA and the SEC.
• Bruce has worked in leadership positions with various trade organization for
the Financial Services industry, including LIMRA, ACLI, The American
College, and other trade groups.
• Bruce is also an experienced lobbyist at both the state and federal levels.

4. Main platform speaking
• Bruce delivers a series of main platform speeches for groups from 25-over
1,000 participants on the following 4 topics.
• 1. From MDRT to CEO in 26 short years ---- lessons learned from the kitchen
table to the board room.
• 2. Trends in the Financial Service Industry----- a focus on how the baby
boomers will now handle their retirement years (post 2008 meltdown).
• 3. The Hispanic Tsunami-----are you ready for the most powerful shift in
demographics in the past 50 years.
• 4. What NOW!!---- using turnaround management philosophies for the
Financial Service Industry. Get real, get tough, and get it done NOW!!

• In closing we are committed to your organization
• At Parker and Company, we find and understand the problems and find the
solutions from within the organization.