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Case Studies

Our client work does not occur in silos – we recognize that sophisticated organizations demand a fully integrated approach to solving their challenges. Our clients represent a diverse group of industries and come to us from all over the globe. Below are case examples of our work. They illustrate the value created, problem solving and innovative solutions implemented to meet and satisfy the needs of our clients.

 

Re-domestication of a Captive - A multi-national manufacturing company with 8,800 employees had a Bermuda captive and wanted to evaluate writing employee benefits, specifically life and disability, including multi-national pooling of benefits through their captive.

Generating Benefit Savings - A health care organization with 10,000 employees wanted to implement captive funding for some of their employee benefits without too much change or impact on their current processes.

Funding Retiree Medical and Other Benefit Liabilities - A group of utility companies wanted to evaluate options for funding employee benefits liabilities, retiree medical, and pensions.

Enhancing a Health Care Captive - A non-profit multi-state health system with 35,000 employees wanted to enhance their existing captive to generate cost savings on employee benefits, improve operational performance, increase cash flow and improve employee participation.