neosllc.com | 860-519-5601 ©2020 NEOS LLC CLIENT CASE STUDY Leading Insurer Rapidly Builds Integration Plan for Life and Annuity Block of Business Company: Insurance company covering four segments: insurance, reinsurance, distribution, and asset management through various affiliates Industry: Insurance Line of Business: Life and Annuities Location: USA Challenge: Client had limited budget and time with which to complete the acquisition of a Life and Annuity block of business Service: Mergers and Acquisitions Results: Developed an integrated program plan and estimated expenses for the acquisition of the block of business BUSINESS PROBLEM The client recently signed a purchase agreement to acquire a new block of business. With the closing date approaching, the client

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