Contributing Member of the Financial & Business Services Councils

All News Analyses by this Author

State Farm / Florida: Insurance Intelligence?

June 24, 2009

Analysis of:We don't win in State Farm vs. Charlie Crist | www.orlandosentinel.com

* Executives at large insurance organization are accountable for KPI’s to stakeholders; not for providing “socialistic goods, regardless of the financial considerations”.

CEO Power Shift - Make an Impact Now!

April 28, 2009

Analysis of:CEOs starting to run out of answers | www.vimay-group.com

* Three power changes to implement in the next four weeks that will change your culture, bottom-line and employee confidence!  

Life Insurers - 2009 Challenges - Merger Drivers - E&Y Study

January 23, 2009

Analysis of:Life Insurers Face Unprecedented Challenges and Opportunities in 2009, Ernst & Young Predicts | www.insurancenewsnet.com

* We are likely to see some growers and several companies become "the once were" through industry M&A in the next 3-18 months. * Ernst & Young identified some excellent challenges. * The primary determinants for success will be; Execution-Excellence (Ex-Ex) and Executive Stewardship. * Every "bell-curve organization" (average performer) risks being consumed.

Once in a Lifetime Economic Opportunity and Power Shift?

December 16, 2008

Analysis of:Oil Demand Down; 1st Time Since ’83 | www.nytimes.com

A rare opportunity to reallocate wealth and power globally is happening now!  It is said: “The one with the gold (or oil) rules!”  The economic impact potential is huge!  New infrastructure requirements for new energy production will create jobs; today and tomorrow.  Will your organization participate in this new tidal wave of new products and services aligned with a new, albeit an ambiguous economy?  

Business Decision Quality: Transparent Only During Competitive Turmoil

September 30, 2008

Analysis of:WaMu Becomes Biggest Bank to Fail In US History | news.yahoo.com

1. Talent:  Assets #1 in the industry, but not its Talent Portfolio; and,  2. Client Segmentation:  Sufficient modeling for the good times, lethal during challenging times.

GM - Decision Making Flaws Greater than Auto Challenges

July 31, 2008

Analysis of:GM cuts truck shifts to meet lower output target | www.reuters.com

1. Leadership: Decision Making Looks Rusty! 2. Operational-Excellence:  Not hitting on all 8!  3. Distribution:  Out of Alignment!

Starbucks - Buy / Sell / Hope / Caution! Contents May Cause Burns!

July 4, 2008

Analysis of:Why Starbucks is hitting the wall | postcards.blogs.fortune.cnn.com

1. Sexy products sell when they're young, but watch out for middle age; while, 2. Operation-centric organizations may be the ones to marry.

AIG CEO Shakeup - A.M. Best - Will Other Insurance CEOs Be Exposed?

June 30, 2008

Analysis of:AIG CEO Shakeup Leads Best To Downgrade Life Units | www.propertyandcasualtyinsurancenews.com

Best said it believes AIG needs to embark on a companywide strategic and operational review of its businesses.  Every time the tide recedes we find out who was enjoying a cocktail while their swimsuit floated off.  Companies are required to have an annual financial audit.  Why doesn't every CEO, either selfishly for job security or intelligently from a core leadership skill, demand an Annual Internal Operational Audit?

Phone-nominal Sales / Margin $'s Opportunity

June 27, 2008

Analysis of:Mobile phones to replace credit cards | www.bankingtimes.co.uk

Does anyone want to increase revenue, reduce expenses and increase quality?

Great Opportunity to Increase Market Share in Life Insurance - LIMRA Research

June 23, 2008

Analysis of:Only Universal Life Sales Show Growth in the First Quarter in 2008, LIMRA Reports | www.insurancenewsnet.com

Execution Excellence - Did you get your Distribution Model in shape while the "rising tide was high and the market was good" or are you now being "exposed, (and it isn't pretty) now that the tide has receded"? Distribution Segmentation - Do you have a superior, more intelligent producer segmentation model than your competitors or are you right smack dab in "industry-average-ville"?

Healthy Ingredients To Help "Eat Your Competitor's Lunch"? UnitedHealthcare - UNH - Medical Insurance

July 26, 2007

Analysis of:Insurer offers healthy bonus | www.denverpost.com

Accountability, intelligent indexing and implementation!  Several ingredients necessary to create the opportunity to outperform competitors, “eat their lunch” and create value for both the good and the very best clients in their portfolio. However, will this ultimately be a profitable choice when the beans are accurately counted?  Hopefully, UnitedHealthcare has done sufficient due diligence, including intelligent client stratification modeling and materially accurate, activity based costing models.

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