Category Archives: News

Client Spotlight: Creating a Culture of Innovation

To keep up with the rapid pace of technological advancement in the insurance space, Balanced Growth worked with American Enterprise Group (AEG) on a strategic innovation journey resulting in the formation of American Enterprise Ventures by creating a culture of innovation. Be sure to read our newest 4 page spotlight to see how the results […]

BetterLife Welcome

Balanced Growth Welcomes BetterLife

“We are excited and honored to welcome BetterLife as a new client. BetterLife is a fantastic brand backed by a rich heritage of service and a deep commitment to its members. We think the possibilities for the future are extremely bright”, Jason M. Bordui, President of BG. To learn more about BetterLife, visit: Life Insurance […]

Balanced Growth Insights

BG Insights: The Integrated Enterprise

This month the BG team refined their strategic triangle concept to bring some additional insights to the critical topic of strategic planning. The integrated enterprise framework provides a holistic view of the relationship between a strategic plan and the operational functions necessary to achieve the goals of the strategy in a life insurance company. Take […]

Vendor Selection Best Practices

Best Practices: Technology Vendor Selection

Technology capabilities are advancing at an accelerating pace, therefore selecting the best technology vendor for your organization is mission critical and best tackled with a rigorous process. Balanced Growth has significant experience in helping many of our clients develop and execute finding the best vendor, so we put these important 10 best practices into our newest white paper titled, “Technology […]

Balanced Growth Supports Education Technology Grants

Balanced Growth is proud to support once again the 22nd Annual Catholic United Financial Foundation which provides financial aid in the form of Education Technology Grants.

AVF Spotlight

Client Spotlight: Organizational Turnaround to Enable Growth

The American Venous Forum (AVF) has been a client of Balanced Growth (BG) since 2018. During the past two years, working with BG, the AVF has experienced considerable organizational turnaround, thus enabling growth even during the COVID-19 pandemic. Be sure to check out our newest Client Spotlight which highlights the two-phased approach BG took to put the AVF on a path for growth and future success.

Jason Bordui, President of Balanced Growth

Innovation by Necessity

Balanced Growth hosted a virtual executive roundtable discussion with senior executives to discuss the challenges, unexpected benefits, and future of the impact of COVID-19 upon the Insurance and Financial Services industries. Companies who were methodically implementing disaster recovery plans were abruptly pushed into place with the onset of COVID-19, pressed to create innovative and sustainable processes […]

Executive Business Leaders Virtually Discuss COVID-19

Balanced Growth held it’s first Virtual Executive Roundtable on May 8, 2020. Senior executives from the Insurance and Financial Services industries met to discuss the COVID-19 crisis and to cast vision for the “new normal” that is emerging. The BG Virtual Roundtable included senior executives from American Enterprise Group, American Enterprise Ventures,  Catholic Financial Life, Catholic […]

Client Spotlight: Award-winning Digital Health Information Platform is the only parenting website backed by 67‚Äč,000 pediatricians committed to the attainment of optimal physical, mental, and social health and well-being for all infants, children, adolescents, and young adults. Balanced Growth developed the Digital Strategy and served as the Program Manager to lead all aspects of implementation.  The site was successfully launched to a […]

Client Spotlight: Industry-first Technology Joint Venture in the Fraternal Financial Sector

Two of Balanced Growth’s clients, Catholic Financial Life and Catholic United Financial, have joined forces to create Conventus Now, a groundbreaking technology initiative to drive more innovation and collaboration in fraternal markets. Check out our case study for more information.