Case Studies


Disrupting an Industry and Creating a New Model


A serial entrepreneur who helped launch and lead several financial startups began a new venture to change the way consumers buy annuities and other insurance products. In 2017, the company launched an innovative platform to offer commission-free insurance products to RIAs. The platform today touches more than 10,000 advisors from more than 1,200 firms and is the main technology on SS&C’s Black Diamond advisor desktop software. The firm’s technology is disrupting the traditional insurance model that relies heavily on commission-based salespeople.

Scope of Work

Leveraging our skills as financial communications experts, Lowe Group began by helping this disruptor and team focus their message, announce the firm’s launch and raise awareness of the founder as a thought leader in the RIA and insurance space. We helped release news as the firm steadily grew, adding both advisory firms and carrier partners to its platform. We announced the results of several RIA surveys gathering their perceptions on retirement planning, annuities and other insurance products.  We have planned and held well attended media round tables to position the founder as an industry leader. We also positioned well-known academics as product experts helping to support the broader story and enlisted a group of advisors to serve as an expert panel discussing how they used the platform and technology. Lowe Group also helped announce a major private equity investment from leading financial services firms.


The Lowe Group helped secure regular media coverage for the firm in RIA industry publications including RIA Biz, Financial Planning, Investment News, ThinkAdvisor, Financial Advisor, Financial Advisor IQ and Advisor Perspectives. We coordinated interviews with the founder for features in the Wall Street Journal, New York Times, Barron’s, Bloomberg, US News & World Report, Retirement Income Journal and got him as a guest on a number of financial podcasts. We placed several articles written by leadership in industry publications. Based on our efforts, the client’s leadership team has been recognized with awards from Wealth Management and Investment News and the founder has been a speaker at several industry conferences.