In business since 1991, Actuarial Strategies, Inc. (ASI) is a full service financial service consulting firm specializing in innovative product design and development. ASI offers a wide range of services to Life Insurance and Annuity companies, Distribution Companies and Financial Representatives, Third Party Administrators (TPA’s), Litigation Support Services for Law Firms and Insurance Carriers, and insurance analysis for Estate Attorneys, Financial Planners, and their clients. ASI also offers specialty services for state insurance departments and auditing firms.
ASI offers custom tailored solutions by collaborating with our clients on a wide range of needs, such as marketing strategy and execution, financial and actuarial issues, tax guidance, reinsurance design and negotiation, product design and pricing, state filing and compliance, underwriting process design, and litigation support services. For any insurance based need, ASI has the “know how” to help you achieve your goals.
Collectively, our team has over 60 years of insurance experience and are recognized industry experts. ASI has developed a leadership position in combination Annuity and Life Long Term Care products, which bring tax benefits to customers beginning in 2010. We pride ourselves in delivering start to finish solutions that incorporate thorough analysis, financial performance, and marketing and operational support.
Market Product Development:
ASI understands customers and distributors, and utilizing market research, develops innovative product solutions. Our approach begins with a customer need, and incorporates the processes, product design, marketing, and sales training to win on today’s competitive market. Knowledge of the market drives the product innovation system, ensuring that a good idea is translated into a profitable, sellable, customer solution.
Actuarial:
ASI offers a full range of actuarial services across all disciplines, including product development and pricing, financial analysis, valuation, profitability analyses, and state insurance exams. We also can play a lead role in reinsurance design and negotiation and product regulatory filings.
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, compliance, and in-force management.
 Insurance Analytical Service:
Our expertise can help you complete your financial, retirement, or estate plan by choosing the appropriate insurance product to solve an issue. Whether you are an estate planning attorney, financial planner, or individual, the right insurance product can make all the difference to your financial plan.
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 has developed a leadership position in combination Annuity/Long Term Care products and combination Life/Long Term Care Products. |
As an expert on combination LTC products, ASI has studied this market, and have the product, underwriting, marketing, and financial knowledge to assist you in bringing this solution to market.