RISK MANAGEMENT SUPPORT
ACTUARIAL MEASUREMENTS
REGISTERED INVESTMENT ADVISOR
CONSULTING
Risk Management Support
- Policy performance
- Premium adequacy
- Errors and omissions
- Compliance & IRS
- Trust document review
Actuarial Measurements
- Industry standard analytics
- Policy comparative/competitive analysis
- Cash efficiency comparative
- Implied policy value, death benefit and survival probability comparative
- Life expectancy
- Survival probability
- Rate of return
Registered Investment Advisor
- Asset allocation modeling for variable life and annuities
- Complete sub-account asset management
- Investment Based ILIT ManagementTM
Consulting
- ILIT process assessment
- Poorly performing policies and contracts
- Forensic insurance analysis
- Trustee liability mitigation
- Arbitration
- Litigation support as industry expert
- TOLI industry best practices


