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Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry


The work of CMG Life Services provides a window into the life settlement industry, showing the difficulties that one young company faces in trying to solve a market failure. This case uses CMG's strategic dilemma to both illuminate the mechanics of a small, inefficient market and show how the success or failure of a market can sometimes depend on more than intrinsic value. The case lays out disagreement about the future of the industry, and even within the industry as key players differ on the most promising path forward. Ultimately, the promise of the life-settlement market for both insurance policy holders and investors may not be realized, and the case lays out the strategic impasse and key factors that will dictate its resolution.

Authors :: Lauren H. Cohen

Topics :: Finance & Accounting

Tags :: Financial management, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry" written by Lauren H. Cohen includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Cmg Life facing as an external strategic factors. Some of the topics covered in Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry case study are - Strategic Management Strategies, Financial management and Finance & Accounting.


Some of the macro environment factors that can be used to understand the Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry casestudy better are - – competitive advantages are harder to sustain because of technology dispersion, cloud computing is disrupting traditional business models, there is backlash against globalization, increasing energy prices, increasing government debt because of Covid-19 spendings, banking and financial system is disrupted by Bitcoin and other crypto currencies, digital marketing is dominated by two big players Facebook and Google, challanges to central banks by blockchain based private currencies, increasing household debt because of falling income levels, etc



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Introduction to SWOT Analysis of Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Cmg Life, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Cmg Life operates in.

According to Harvard Business Review, 75% of the managers use SWOT analysis for various purposes such as – evaluating current scenario, strategic planning, new venture feasibility, personal growth goals, new market entry, Go To market strategies, portfolio management and strategic trade-off assessment, organizational restructuring, etc.




SWOT Objectives / Importance of SWOT Analysis and SWOT Matrix


SWOT analysis of Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry can be done for the following purposes –
1. Strategic planning using facts provided in Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry case study
2. Improving business portfolio management of Cmg Life
3. Assessing feasibility of the new initiative in Finance & Accounting field.
4. Making a Finance & Accounting topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Cmg Life




Strengths Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Cmg Life in Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry Harvard Business Review case study are -

Low bargaining power of suppliers

– Suppliers of Cmg Life in the sector have low bargaining power. Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Cmg Life to manage not only supply disruptions but also source products at highly competitive prices.

Ability to lead change in Finance & Accounting field

– Cmg Life is one of the leading players in its industry. Over the years it has not only transformed the business landscape in its segment but also across the whole industry. The ability to lead change has enabled Cmg Life in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.

Cross disciplinary teams

– Horizontal connected teams at the Cmg Life are driving operational speed, building greater agility, and keeping the organization nimble to compete with new competitors. It helps are organization to ideate new ideas, and execute them swiftly in the marketplace.

Superior customer experience

– The customer experience strategy of Cmg Life in the segment is based on four key concepts – personalization, simplification of complex needs, prompt response, and continuous engagement.

High switching costs

– The high switching costs that Cmg Life has built up over years in its products and services combo offer has resulted in high retention of customers, lower marketing costs, and greater ability of the firm to focus on its customers.

Training and development

– Cmg Life has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry Harvard Business Review case study by analyzing – employees retention, in-house promotion, loyalty, new venture initiation, lack of conflict, and high level of both employees and customer engagement.

Highly skilled collaborators

– Cmg Life has highly efficient outsourcing and offshoring strategy. It has resulted in greater operational flexibility and bringing down the costs in highly price sensitive segment. Secondly the value chain collaborators of the firm in Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

Analytics focus

– Cmg Life is putting a lot of focus on utilizing the power of analytics in business decision making. This has put it among the leading players in the industry. The technology infrastructure suggested by Lauren H. Cohen can also help it to harness the power of analytics for – marketing optimization, demand forecasting, customer relationship management, inventory management, information sharing across the value chain etc.

Learning organization

- Cmg Life is a learning organization. It has inculcated three key characters of learning organization in its processes and operations – exploration, creativity, and expansiveness. The work place at Cmg Life is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry Harvard Business Review case study emphasize – knowledge, initiative, and innovation.

Effective Research and Development (R&D)

– Cmg Life has innovation driven culture where significant part of the revenues are spent on the research and development activities. This has resulted in, as mentioned in case study Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

Operational resilience

– The operational resilience strategy in the Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry Harvard Business Review case study comprises – understanding the underlying the factors in the industry, building diversified operations across different geographies so that disruption in one part of the world doesn’t impact the overall performance of the firm, and integrating the various business operations and processes through its digital transformation drive.

Successful track record of launching new products

– Cmg Life has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. Cmg Life has effective processes in place that helps in exploring new product needs, doing quick pilot testing, and then launching the products quickly using its extensive distribution network.






Weaknesses Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry are -

High dependence on existing supply chain

– The disruption in the global supply chains because of the Covid-19 pandemic and blockage of the Suez Canal illustrated the fragile nature of Cmg Life supply chain. Even after few cautionary changes mentioned in the HBR case study - Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Cmg Life vulnerable to further global disruptions in South East Asia.

Lack of clear differentiation of Cmg Life products

– To increase the profitability and margins on the products, Cmg Life needs to provide more differentiated products than what it is currently offering in the marketplace.

Compensation and incentives

– The revenue per employee as mentioned in the HBR case study Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry, is just above the industry average. Cmg Life needs to redesign the compensation structure and incentives to increase the revenue per employees. Some of the steps that it can take are – hiring more specialists on project basis, etc.

Workers concerns about automation

– As automation is fast increasing in the segment, Cmg Life needs to come up with a strategy to reduce the workers concern regarding automation. Without a clear strategy, it could lead to disruption and uncertainty within the organization.

Interest costs

– Compare to the competition, Cmg Life has borrowed money from the capital market at higher rates. It needs to restructure the interest payment and costs so that it can compete better and improve profitability.

Low market penetration in new markets

– Outside its home market of Cmg Life, firm in the HBR case study Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Skills based hiring

– The stress on hiring functional specialists at Cmg Life has created an environment where the organization is dominated by functional specialists rather than management generalist. This has resulted into product oriented approach rather than marketing oriented approach or consumers oriented approach.

No frontier risks strategy

– After analyzing the HBR case study Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry, it seems that company is thinking about the frontier risks that can impact Finance & Accounting strategy. But it has very little resources allocation to manage the risks emerging from events such as natural disasters, climate change, melting of permafrost, tacking the rise of artificial intelligence, opportunities and threats emerging from commercialization of space etc.

High cash cycle compare to competitors

Cmg Life has a high cash cycle compare to other players in the industry. It needs to shorten the cash cycle by 12% to be more competitive in the marketplace, reduce inventory costs, and be more profitable.

High dependence on star products

– The top 2 products and services of the firm as mentioned in the Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry HBR case study still accounts for major business revenue. This dependence on star products in has resulted into insufficient focus on developing new products, even though Cmg Life has relatively successful track record of launching new products.

Products dominated business model

– Even though Cmg Life has some of the most successful products in the industry, this business model has made each new product launch extremely critical for continuous financial growth of the organization. firm in the HBR case study - Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry should strive to include more intangible value offerings along with its core products and services.




Opportunities Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities highlighted in the Harvard Business Review case study Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry are -

Identify volunteer opportunities

– Covid-19 has impacted working population in two ways – it has led to people soul searching about their professional choices, resulting in mass resignation. Secondly it has encouraged people to do things that they are passionate about. This has opened opportunities for businesses to build volunteer oriented socially driven projects. Cmg Life can explore opportunities that can attract volunteers and are consistent with its mission and vision.

Developing new processes and practices

– Cmg Life can develop new processes and procedures in Finance & Accounting industry using technology such as automation using artificial intelligence, real time transportation and products tracking, 3D modeling for concept development and new products pilot testing etc.

Redefining models of collaboration and team work

– As explained in the weaknesses section, Cmg Life is facing challenges because of the dominance of functional experts in the organization. Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry case study suggests that firm can utilize new technology to build more coordinated teams and streamline operations and communications using tools such as CAD, Zoom, etc.

Reconfiguring business model

– The expansion of digital payment system, the bringing down of international transactions costs using Bitcoin and other blockchain based currencies, etc can help Cmg Life to reconfigure its entire business model. For example it can used blockchain based technologies to reduce piracy of its products in the big markets such as China. Secondly it can use the popularity of e-commerce in various developing markets to build a Direct to Customer business model rather than the current Channel Heavy distribution network.

Increase in government spending

– As the United States and other governments are increasing social spending and infrastructure spending to build economies post Covid-19, Cmg Life can use these opportunities to build new business models that can help the communities that Cmg Life operates in. Secondly it can use opportunities from government spending in Finance & Accounting sector.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Cmg Life in the field of marketing communication. It will bring down the cost of doing business, provide technology platform to build new products in the Finance & Accounting segment, and it will provide faster access to the consumers.

Building a culture of innovation

– managers at Cmg Life can make experimentation a productive activity and build a culture of innovation using approaches such as – mining transaction data, A/B testing of websites and selling platforms, engaging potential customers over various needs, and building on small ideas in the Finance & Accounting segment.

Better consumer reach

– The expansion of the 5G network will help Cmg Life to increase its market reach. Cmg Life will be able to reach out to new customers. Secondly 5G will also provide technology framework to build new tools and products that can help more immersive consumer experience and faster consumer journey.

Reforming the budgeting process

- By establishing new metrics that will be used to evaluate both existing and potential projects Cmg Life can not only reduce the costs of the project but also help it in integrating the projects with other processes within the organization.

Manufacturing automation

– Cmg Life can use the latest technology developments to improve its manufacturing and designing process in Finance & Accounting segment. It can use CAD and 3D printing to build a quick prototype and pilot testing products. It can leverage automation using machine learning and artificial intelligence to do faster production at lowers costs, and it can leverage the growth in satellite and tracking technologies to improve inventory management, transportation, and shipping.

Remote work and new talent hiring opportunities

– The widespread usage of remote working technologies during Covid-19 has opened opportunities for Cmg Life to expand its talent hiring zone. According to McKinsey Global Institute, 20% of the high end workforce in fields such as finance, information technology, can continously work from remote local post Covid-19. This presents a really great opportunity for Cmg Life to hire the very best people irrespective of their geographical location.

Loyalty marketing

– Cmg Life has focused on building a highly responsive customer relationship management platform. This platform is built on in-house data and driven by analytics and artificial intelligence. The customer analytics can help the organization to fine tune its loyalty marketing efforts, increase the wallet share of the organization, reduce wastage on mainstream advertising spending, build better pricing strategies using personalization, etc.

Use of Bitcoin and other crypto currencies for transactions

– The popularity of Bitcoin and other crypto currencies as asset class and medium of transaction has opened new opportunities for Cmg Life in the consumer business. Now Cmg Life can target international markets with far fewer capital restrictions requirements than the existing system.




Threats Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry are -

High level of anxiety and lack of motivation

– the Great Resignation in United States is the sign of broader dissatisfaction among the workforce in United States. Cmg Life needs to understand the core reasons impacting the Finance & Accounting industry. This will help it in building a better workplace.

High dependence on third party suppliers

– Cmg Life high dependence on third party suppliers can disrupt its processes and delivery mechanism. For example -the current troubles of car makers because of chip shortage is because the chip companies started producing chips for electronic companies rather than car manufacturers.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Cmg Life can face downward pressure on margins from increasing competition from international players. The international players have stable revenue in their home market and can use those resources to penetrate prominent markets illustrated in HBR case study Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry .

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry, Cmg Life may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Finance & Accounting .

Aging population

– As the populations of most advanced economies are aging, it will lead to high social security costs, higher savings among population, and lower demand for goods and services in the economy. The household savings in US, France, UK, Germany, and Japan are growing faster than predicted because of uncertainty caused by pandemic.

Stagnating economy with rate increase

– Cmg Life can face lack of demand in the market place because of Fed actions to reduce inflation. This can lead to sluggish growth in the economy, lower demands, lower investments, higher borrowing costs, and consolidation in the field.

Increasing wage structure of Cmg Life

– Post Covid-19 there is a sharp increase in the wages especially in the jobs that require interaction with people. The increasing wages can put downward pressure on the margins of Cmg Life.

New competition

– After the dotcom bust of 2001, financial crisis of 2008-09, the business formation in US economy had declined. But in 2020 alone, there are more than 1.5 million new business applications in United States. This can lead to greater competition for Cmg Life in the Finance & Accounting sector and impact the bottomline of the organization.

Technology disruption because of hacks, piracy etc

– The colonial pipeline illustrated, how vulnerable modern organization are to international hackers, miscreants, and disruptors. The cyber security interruption, data leaks, etc can seriously jeopardize the future growth of the organization.

Backlash against dominant players

– US Congress and other legislative arms of the government are getting tough on big business especially technology companies. The digital arm of Cmg Life business can come under increasing regulations regarding data privacy, data security, etc.

Consumer confidence and its impact on Cmg Life demand

– There is a high probability of declining consumer confidence, given – high inflammation rate, rise of gig economy, lower job stability, increasing cost of living, higher interest rates, and aging demography. All the factors contribute to people saving higher rate of their income, resulting in lower consumer demand in the industry and other sectors.

Easy access to finance

– Easy access to finance in Finance & Accounting field will also reduce the barriers to entry in the industry, thus putting downward pressure on the prices because of increasing competition. Cmg Life can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.

Regulatory challenges

– Cmg Life needs to prepare for regulatory challenges as consumer protection groups and other pressure groups are vigorously advocating for more regulations on big business - to reduce inequality, to create a level playing field, to product data privacy and consumer privacy, to reduce the influence of big money on democratic institutions, etc. This can lead to significant changes in the Finance & Accounting industry regulations.




Weighted SWOT Analysis of Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers in the HBR case study Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry needs to zero down on the relative importance of each factor mentioned in the Strengths, Weakness, Opportunities, and Threats quadrants. We can provide the relative importance to each factor by assigning relative weights. Weighted SWOT analysis process is a three stage process –

First stage for doing weighted SWOT analysis of the case study Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry is to rank the strengths and weaknesses of the organization. This will help you to assess the most important strengths and weaknesses of the firm and which one of the strengths and weaknesses mentioned in the initial lists are marginal and can be left out.

Second stage for conducting weighted SWOT analysis of the Harvard case study Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry is to give probabilities to the external strategic factors thus better understanding the opportunities and threats arising out of macro environment changes and developments.

Third stage of constructing weighted SWOT analysis of Seeking Alpha in the Afterlife: CMG Life Services and the Life Settlement Industry is to provide strategic recommendations includes – joining likelihood of external strategic factors such as opportunities and threats to the internal strategic factors – strengths and weaknesses. You should start with external factors as they will provide the direction of the overall industry. Secondly by joining probabilities with internal strategic factors can help the company not only strategic fit but also the most probably strategic trade-off that Cmg Life needs to make to build a sustainable competitive advantage.



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