BG Insights

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 […]

This month, our client spotlight highlights our work with Modern Woodmen of America, on projects ranging from co-facilitating a board retreat to a number of strategic planning initiatives. We also included our team’s key takeaways from the Global Leadership Summit, as well as some highlights of a few events we attended in August. Read the September […]

Read the new issue of Balanced Growth Insights! This month, our client spotlight highlights BG’s work in strategy development for a leading medical association, as well as implementing this strategy and providing operational support to do so. Other highlights from the July issue include our recent work with NSS Life, a BG Team Spotlight, and […]

The June issue of Balanced Growth Insights is here! In this newsletter, we excitedly announce the rebranding of one of our longest-standing clients, highlight a returnship program created by one of our strategic alliance partners to support women returning to the workforce, and touch on an industry record. Don’t miss this issue! Click here to […]