Jan Buchsbaum Email & Phone Number

Hartford, Ct, Us

• Responsible for developing and executing the organizations organic growth strategy and leading the development of Nassau’s retail Life, Annuity, and Health products. • Directly manage the Life and Annuity pricing team along with product strategy, and program management, along with leading large cross departmental team that include Distribution, Compliance, Technology, Service, Risk, Actuarial, and investments to bring products to market and drive growth.• Launched intermediary channel and direct sold Fixed Deferred Annuity, accumulation oriented Fixed Indexed Annuity and manage suite of income oriented Fixed Income Annuities. Managed Final Expense and Term Life products. Launched Medicare Supplement business with straight through underwriting platform.

 Lead team responsible for building and executing comprehensive market and distribution based initiatives. Initiatives focus on leveraging research and insights to better target customers and align our distribution team to win in our chosen market.

 Develop strategy, lead planning process, and serve as adviser to executive management on all aspects of retirement/annuity business, including financial management, investments, growth goals, product mix, distribution channel mix and strategic initiatives across all business functions. Led team to evaluate earnings and IRR by product and distribution channel, leading to better product and channel alignment enhancing business value and performance metrics. Led multiple large scale business development and strategic initiatives including new distribution partners or channels, product development, retirement market opportunities, advisor and consumer segmentation, financial planning and M&A. Currently manage team of 30+ on the development and implementation of significant distribution and product expansion initiative.

 Drive strategy for the Annuity Marketing team using data driven insights and market expertise to develop product positioning and consumer value proposition. Led consumer and adviser segmentation and marketing research efforts to inform how the business positions solutions across various markets.  Led New York Life’s entry into the rollover market through a comprehensive training and marketing program. The initiative resulted in estimated incremental sales of over $200 million in its first 6 months. Responsible for all retirement and annuity education. Led content development and content delivery for the training of existing products (FDA, SPIA), new product (VA/GMIB, DIA) launches, and market initiatives such as retirement income and rollovers across multiple distribution channels. Led the development of all retirement income and annuity tools such as the Efficient “Income” Frontier, annuity Put Option, Implied Yield calculator and annuity Hurdle Rate tool. Tool development helped solidify position as a retirement income thought leader.

• Develop investment and annuity product allocation solutions and techniques specific for the distribution phase of retirement planning. Created retail tools/solutions such as the Efficient “Income” Frontier and living benefit option valuation tools that demonstrate how to create efficient retirement income portfolios.• Structure optimal outcome based portfolios for retirement income. Creating portfolios that reduce withdrawal rate, sequence of returns and longevity risk to increase portfolio sustainability and maximize growth.• Leverage a deep understanding of channel specific needs and challenges to deliver value-add retirement income concepts. Differentiating New York Life as a retirement solutions provider to partner firms and clients

• Managed senior level project with a large independent broker dealer on retirement income. Advised research team on creating a retirement income framework, product allocation techniques and how to include longevity protection as part of a retirement income portfolio. • Led business development efforts for the annuity product team. Developed and distributed key training and sales materials to both third party wholesalers and agents on the benefits of annuities inside investment portfolios.

• IDW MEDIA GROUP is a diversified publishing and enteratinament company. As chair of the Audit committee responsibilities include the review and certification of all financial statements.

• Created an electronics distribution company that sold computer systems and services to small and medium sized businesses. Developed sales strategy to leverage the Apple brand and target retail chains and graphic design companies. Sales strategy led to $5,500,000 in revenue within the first 12 months of operations.

Toronto, Ontario, Ca

• Developed pitches for existing and potential clients to enhance the teams’ portfolio and strengthen client relationships. Delivered presentations to clients on various product offerings and other bank services that would enhance long-term business and growth.• Prepared credit analysis for the banks participation in the issuance of high yield notes, bank debt and revolver commitments for the spin-off of various media companies. Prepared company analysis and industry comparables for pricing. • Worked on preparing the credit for the leveraged buyout of a media company which included pro-forma capital structure, industry analysis, risk assessment, deal valuation and due diligence supporting the acquisition.

Newark, Nj, Us

Telecom Analyst•Led a team that analyzed and fixed operational inefficiencies within the carrier services division. Designed and implemented a new template that dramatically accelerated workflow, reduced overhead, and optimized sales teams’ efficiencies. Within a month of the release the redesign increased efficiency by more than 30%.Business Development/Entertainment Sales •Developed a business plan to form a theatrical distribution company and film fund. Analyzed all forms of revenue in the film industry and made recommendations on best points of entry. Recommendations assisted the film company in its production and release of theatrical film portfolio.

• Created and oversaw wholesale laundry and dry-cleaning company that serviced summer camps. Achieved 100% year over year increase in sales. At its peak the company cleaned over 40,000LB of laundry each week with gross margins above 40%.• Established corporate structure including all financing, operations and logistics. Developed and implemented complex pick-up and delivery schedule that involved over 25 locations with pick-ups and deliveries twice a week to laundry facilities that ranged in location from central New Jersey to upstate New York. Directly oversaw 12 drivers and several laundry facilities.