News

The Balanced Growth (BG) team is pleased to serve Catholic Order of Foresters (COF) as a client. COF is a fraternal benefit organization dedicated to helping members achieve financial security through life insurance while supporting the Catholic community through fraternal outreach. Licensed in 37 states and Washington, D.C., COF has over $4 billion of insurance […]

At Balanced Growth, we work alongside a number of great leaders and their organizations. Last month, two members of our team had the opportunity to attend the 2022 Global Leadership Summit. Every year, hundreds of thousands of leaders from a variety of backgrounds tune in from 123+ countries to hear from CEOs, Pastors, and other […]

Balanced Growth is proud to support the 24th Annual Catholic United Financial CUF Foundation Golf Tournament. BG was pleased to attend the event and donate to the Education Priority Fund, supplying resources to Catholic schools in the area of education technology. Catholic United Financial Foundation was founded in Dec of 1997 to provide members of […]

As a member-owned, not-for-profit provider, GBU Life focuses on “protection plus purpose.” GBU specializes in life insurance and annuity products to protect families and anchor retirements. In addition to meeting high industry standards and taking great pride in their satisfied employees, GBU enables its members to give back to their communities. Balanced Growth was charged with […]

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 […]

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 […]

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 […]

“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 […]

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 […]

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 […]