2. ANDERSON
CONSULTING
PROPRIETARY
&
CONFIDENTIAL
“We are a boutique management consulting
firm specializing in the retail financial
advice industry.“
“We offer relevant, simple and trusted help
to materially improve the financial and
operational performance of your firm.”
• Strategic Planning
• Business Analysis
• Strategic Initiative Leadership
• Anderson Think Tank
• Anderson Toolkit Series
WHO
WE
ARE?
• Jeff Anderson
• 804-229-8397
• jeff.anderson@andersonconsult.net
• Sackets Harbor, NY
3. ANDERSON
CONSULTING
PROPRIETARY
&
CONFIDENTIAL
ADVISOR
SERVICES
MODEL
Similar to the independent broker dealer channel, retail insurance agency
platforms are experiencing material change.
This is specifically true for property and casualty (P&C) companies who
possess a financial services capability and offer investment services to their
client base.With few exceptions, nearly every P&C company is re thinking
their financial services agency platforms business model.
Welcome opportunity to discuss the Anderson Consulting – NEXT
GENERATION INSURANCE AGENCY MODEL TOOLKIT, to explore if it can
be of value in your business efforts.
