Actuarial Strategies, Inc. (ASI) offers a full array of actuarial and related services to the insurance industry.
ASI clients include:
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Buyers and Owners of insurance.
Collectively, our team partners have over 60 years of insurance experience and are recognized industry experts. ASI itself was founded in 1991.
ASI is a recognized industry leader in Combination Annuity and Long Term Care offerings, an outgrowth of its extensive work and experience since 1996 with Combination Life and Long Term Care products. This market segment has been called a "game changer" by experts, as it serves a huge and growing yet untapped market, at considerably lower cost than standalone LTC products.
Actuarial Services:
ASI works with insurance company customers, distribution organizations, and market researchers to identify market opportunities and develop product solutions. Knowledge of the market drives the product design, increasing the likelihood that a good idea will translate into a profitable, salable, customer solution.
Product Specialties:
We offer a full range of services for Term, Life, Annuities (fixed, variable, fixed index, immediates), Universal Life, Whole Life, as well as illustrations and marketing support. ASI's leadership position in combination Annuity/Long Term Care products and combination Life/Long Term Care Products is unmatched in its service, breadth and depth.
Litigation Support/Expert Witness:
As recognized industry experts, we are often sought out to provide litigation support services and detailed product analysis. This analysis can involve product design, pricing, tax compliance, regulatory compliance, and in-force management. Our area of expertise includes both life insurance and annuities.
 Insurance Evaluation Service:
Actuarial Strategies offers services to clients and their advisors on life insurance and annuity products. Whether you are an estate planning attorney, financial planner, or individual, the right insurance product can make all the difference to your financial plan. Our expertise can help you complete your financial, retirement, or estate plan by choosing the appropriate insurance product to solve an issue. Actuarial Strategies is not a life insurance agent and derives no benefit from the purchase of any offering.
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As an expert on combination LTC products, ASI has studied this market, and has the product, underwriting, marketing, and financial knowledge to assist in bringing this solution to market.