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Success Story

Legacy liability transfer helps unlock shareholder value

Insurance Consulting and Technology|Reinsurance
Insurer Solutions|IFRS 17 Solutions

December 5, 2019

A longstanding life insurance client wanted to achieve a corporate restructure to unlock shareholder value despite the restructure being hindered by a legacy U.S. liability. After agreeing to a fee structure, the liability was settled at the very low end of the client’s potential cost range, enabling it to unlock trapped shareholder value.

The Client Challenge

A longstanding life insurance client wanted to achieve a corporate restructure to unlock shareholder value despite the restructure being hindered by a legacy U.S. liability.


Our Solution

Willis Towers Watson’s life insurance actuarial team from our Insurance Consulting and Technology business conducted an expert valuation to be used as the basis for facilitating a third-party assumption of the legacy liability. Our reinsurance experts from within Willis Re then helped broker a market solution to release capital.


The Outcome

After agreeing to a fee structure that was closely aligned to the client’s interests, the liability was settled at the very low end of the client’s potential cost range, enabling it to unlock trapped shareholder value.

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