A HISTORY OF SUCCESS

TLAG established its roots in 1997 as Mattioda Associates - a firm conceived by founders Rob Mattioda, John Moffett, and Rich Ehrlich when they were working together in lead roles at a major Life Insurance carrier. Over the course of just a few years, Mattioda Associates grew to over 80 Insurance and IT experts.

In 2000, the company was acquired by Sherwood International, a global software vendor and services company. The partners remained with Sherwood International, serving as senior members of the management team until 2002, when they left Sherwood and reincorporated as The Life & Annuity Group (TLAG).

Through the evolution of TLAG, our team of highly skilled consultants has seen the Insurance/IT business from all sides: Insurance carrier, Global software vendor, BPO/TPA, and specialized consulting firm. Our well-rounded corporate background led to the development of the TLAG Methodology which has become the foundation of our services.

A HISTORY OF SUCCESS

TLAG established its roots in 1997 as Mattioda Associates - a firm conceived by founders Rob Mattioda, John Moffett, and Rich Ehrlich when they were working together in lead roles at a major Life Insurance carrier. Over the course of just a few years, Mattioda Associates grew to over 80 Insurance and IT experts.

In 2000, the company was acquired by Sherwood International, a global software vendor and services company. The partners remained with Sherwood International, serving as senior members of the management team until 2002, when they left Sherwood and reincorporated as The Life & Annuity Group (TLAG).

Through the evolution of TLAG, our team of highly skilled consultants has seen the Insurance/IT business from all sides: Insurance carrier, Global software vendor, BPO/TPA, and specialized consulting firm. Our well-rounded corporate background led to the development of the TLAG Methodology which has become the foundation of our services.

A HISTORY OF SUCCESS

TLAG established its roots in 1997 as Mattioda Associates - a firm conceived by founders Rob Mattioda, John Moffett, and Rich Ehrlich when they were working together in lead roles at a major Life Insurance carrier. Over the course of just a few years, Mattioda Associates grew to over 80 Insurance and IT experts.

In 2000, the company was acquired by Sherwood International, a global software vendor and services company. The partners remained with Sherwood International, serving as senior members of the management team until 2002, when they left Sherwood and reincorporated as The Life & Annuity Group (TLAG).

Through the evolution of TLAG, our team of highly skilled consultants has seen the Insurance/IT business from all sides: Insurance carrier, Global software vendor, BPO/TPA, and specialized consulting firm. Our well-rounded corporate background led to the development of the TLAG Methodology which has become the foundation of our services.

HOW WE WORK

HOW WE WORK

THE TLAG METHODOLOGY

A proven, repeatable, scalable methodology. We understand the insurance business and deliver a proven approach to support your project. Our highly skilled and experienced staff executing our best practice methodology delivers the right support to meet your business needs

Vast insurance system experience. Through our many years of successful implementations and business migrations TLAG has gained experience with all major insurance administration systems, reinsurance, compensation, accounting and other legacy systems. We understand the business and the applications that support it.

Strong product knowledge. Our deep understanding of products and how they are supported throughout the enterprise is what differentiates TLAG from other firms. Our extensive product knowledge includes: variable annuity, fixed annuity, hedge-fund annuity, private placement, traditional whole life, term, interest sensitive whole life, universal life, variable universal life, disability, COLI, BOLI, 401k, 403b, SEP, IRA

A proven, repeatable, scalable methodology. We understand the insurance business and deliver a proven approach to support your project. Our highly skilled and experienced staff executing our best practice methodology delivers the right support to meet your business needs


Vast insurance system experience. Through our many years of successful implementations and business migrations TLAG has gained experience with all major insurance administration systems, reinsurance, compensation, accounting and other legacy systems. We understand the business and the applications that support it.


Strong product knowledge. Our deep understanding of products and how they are supported throughout the enterprise is what differentiates TLAG from other firms. Our extensive product knowledge includes: variable annuity, fixed annuity, hedge-fund annuity, private placement, traditional whole life, term, interest sensitive whole life, universal life, variable universal life, disability, COLI, BOLI, 401k, 403b, SEP, IRA

OUR EXPERTISE

Our consultants are at the top of their game

  • Possess strong product expertise

  • Understand the major insurance administration systems, as well as many homegrown systems.

  • Bring in-depth industry business knowledge

  • Provide a breadth of experience in all functional roles

  • Reduce the dependency on client staff

  • Are productive day-one. No long on-ramp here.

OUR CLIENTS INCLUDE

TOGETHER
WE CAN REALIZE YOUR STRATEGIC
VISION

REQUEST A CONSULTATION

TOGETHER
WE CAN REALIZE YOUR STRATEGIC
VISION

REQUEST A CONSULTATION

TOGETHER
WE CAN REALIZE YOUR STRATEGIC

VISION

REQUEST A CONSULTATION

Copyright © 2024 The Life and Annuity Group

Website Designed By The Small Business Collective

Copyright © 2024 The Life and Annuity Group

Website Designed By The Small Business Collective

Copyright © 2024 The Life and Annuity Group

Website Designed By The Small Business Collective

TOGETHER
WE CAN REALIZE YOUR STRATEGIC
VISION

REQUEST A CONSULTATION

TOGETHER
WE CAN REALIZE YOUR STRATEGIC
VISION

REQUEST A CONSULTATION