BG Insights

BG Insights: September 2024 At its core, Balanced Growth is an agent of change serving leaders who are committed to creating a brighter future for their organizations. The truth about pursuing a change agenda is that it always requires achieving alignment of vision and strategy among leaders and it is always difficult. We applaud the leaders at our clients who […]

BG Insights: June 2024 This month, Jason shares his experiences with the insurance claims process in his article, “The Moment of Truth” and we highlight recent events the BG team attended, like the TAI Summit and the SNPJ Board Retreat last month. In honor Memorial Day last week, we also highlight Operation Troop Appreciation, a […]

BG Insights: May 2024 The BG team is excited to make an impact in the industry and be part of working with our clients to lead the future. BG was honored to host 30 client executives, board members, and industry leaders for dinner at the American Fraternal Alliance Spring Symposium. The Spring Symposium was a […]

BG Insights: April 2024 Making a positive impact is what motivates us each and every day. This month, we celebrate the accomplishments of one of our long-standing clients, the AVF, at their annual meeting. We are honored to welcome Slovene National as a new client. Allie Sherrill had the privilege of serving in the process […]

BG Insights: March 2024 In this issue, we share a new client spotlight featuring GBU Life, called Propelling Product Innovation, where the BG team served as the Strategic Program Manager for the full product development life cycle for two new FIA products at GBU. Establishing a repeatable methodology for evaluating, developing, launching, and maintaining products is […]

BG Insights: February 2024 The start of 2024 presents many consequential questions to leaders. Has the long-anticipated recession been avoided? Has inflation been defeated? When will the Federal Reserve begin to lower interest rates? Will record annuity sales continue? Will the above-trend gains in productivity in the last two quarters of 2023 continue in 2024? […]

Happy New Year! The BG team is inspired by the fresh start offered by a new year. In this issue, we outline our goals for 2024, share our approach to Strategic Plan Deployment, introduce our intern Isabella, and share some conferences that we are looking forward to attending this year.

Balanced Growth has the privilege of working with leaders who are committed to charting a compelling path for the future. Read our December issue of Balanced Growth Insights as we celebrate the accomplishments of our clients this month who have approved their strategic plans, made a difference in their community, and more.

Read highlights from our presentation at the FCSLA Life Quadrennial Convention, takeaways from the LIC Investment Committee meeting, meet Amy Murrin, a member of the BG team, and more in this new issue of BG Insights!

Innovation and productivity are the dual engines that drive the economy of the United States. It is innovation that is the unique, differentiating factor that allows the U.S. to lead the world and lead the future. At the Executive Summit of the American Fraternal Alliance, Jason moderated a session entitled “Thinking Big: Innovation in the […]