Strategic Partnerships The Terry Group has a history of strategic alliances with firms such as Hager Strategic and Lalani Consulting, including collaboration with the Society of Actuaries. This signals ready-to-act channels for co selling and joint go to market to plan sponsors, funders, and law firms. Opportunity: establish a formal partner program to broaden reach into private healthcare exchanges and complex employee benefit offerings.

Healthcare Focus Core specialization in healthcare, retirement, and employee benefits positions The Terry Group as a partner of choice for clients needing actuarial analytics to support strategy, compliance, and dispute resolution. Target plan sponsors and employer groups with tailored analytics packages, scenario modelling, and regulatory guidance, while offering law firms robust inputs for disputes.

Analytics Capabilities The use of Databricks and other analytics tools signals the ability to handle large data sets and advanced modelling. Opportunity: upsell data modernization, predictive analytics, and decision support dashboards for benefit programs and healthcare cost trajectories, with options for joint delivery with technology partners.

Litigation Expertise The firm provides expert testimony in disputes, signaling credibility with plan sponsors, funders, and regulators. Opportunity: expand to law firms and corporate legal teams needing actuarial testimony, deliver rapid, courtroom-ready analyses and well-documented reports, and offer ongoing regulatory compliance support.

Market Expansion Based in Chicago with a compact team, The Terry Group has previously collaborated with cross-border partners, indicating potential for North American expansion through alliance networks. Opportunity: target additional US markets and Canada, leverage thought leadership from past monographs, and pursue larger, multi client engagements with partner firms.