Proven systems that minimize errors and maximize opportunities. Helping you get it right the first time.
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Our experience spans the accounting bases: US GAAP, Statutory, Tax, Embedded Value, Economic Capital, and International Financial Reporting Standards
Product Line Specialties
Traditional Ordinary Life
Traditional Industrial Life
Universal Life
Variable Universal Life
Pre-Need Life
Fixed Annuities
Variable Annuities
Payout Annuities
Indexed Anuities
Financial Reporting
  • Re-engineering financial reporting processes
  • Developing source of earnings analyses
  • Interim Valuation Actuary
  • Peer reviewing of processes and approaches
  • Assisting with implementing new guidance
  • Writing technical documentation of actuarial processes
Valuation System Solutions
  • Assistance with implementation of new valuation systems
  • Extensive hands on experience with several actuarial projection and modeling systems
  • Hands on experience with AVE, Prophet, PTS, TAS, Triton
  • Experience building Excel/Visual Basic valuation systems using output from ALFA, AXIS, Polysystems
Audit Support
  • Statutory examinations for state insurance departments
  • Accounting firm support
  • Internal audit support
Sarbanes Oxley 404
Control Review
  • Assistance in implementing controls
  • Reviewing existing control structures
  • Routine control testing
  • Remediating control issues