Using High Tech to Scale High-Touch: Jeff Donaldson, SEVP, Mutual of America

August 15, 2023 by Anthony R. O'Donnell

Founded in 1945, Mutual of America Financial Group is a Fortune 1000 company providing annuities and retirement products and services. The company has dedicated itself to helping its customers build and preserve assets, not only with innovative products for through high-touch personalized service. In 2017 the company embarked on the transformation initiative to scale its high-touch service through high tech. That’s where the guest of this episode of Life Accelerated comes in.

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Originally Posted at Insurance Innovation Reporter on August 10, 2023 by Anthony R. O'Donnell.