Category Archives: News

BG Summary of Qualifications

The mission of Balanced Growth Consulting is to create enduring value for organizations that are driven by purpose and profit. To fulfill this mission, BG specializes in strategy, operations and innovation in the Insurance, Financial Services and Healthcare sectors. We pride ourselves on collaboration with client leaders and teams. Together we design, implement and accelerate […]

BG’s Executive Summary

The mission of Balanced Growth (BG) Consulting is to create enduring value for organizations that are driven by purpose and profit. To fulfill this mission, BG specializes in strategy, operations and innovation in the Insurance, Financial Services and Healthcare sectors. We pride ourselves on collaboration with client leaders and teams. Together we design, implement and […]

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 […]