Living benefits niche Target Sequoia Innovations’ focus on living benefits and partnerships with AIG/Corebridge to position cross-sell opportunities to clients seeking wealth protection, income replacement, and policy leverage while living.

Mid market potential With 11-50 employees and revenue in the 50M to 100M range, approach growth-focused producers and broker networks that serve mid-sized families and businesses needing customizable life and living benefits.

Tech-enabled selling Leverage their Wix-based site and Google Cloud infrastructure to propose digital onboarding, online quotes, and streamlined case submissions, reducing sales friction for new clients.

Correlation with stability Position Sequoia Innovations as a stable, experienced partner in the living benefits market, highlighting 50 years of industry know-how to reassure financial planners and insurance advisors.

Strategic partnerships Explore collaboration with AIG/Corebridge and related reinsurers to offer bundled protection solutions, enhanced product cadence, and co-branded marketing that can unlock new client segments.