Leading consultant and subject matter expert in the annuity space that has assisted most large variable annuity (VA) and fixed indexed annuity (FIA) carriers. Key specialties:
- VA product development, pricing, financial modeling, financial reporting and hedging
- FIA product development, pricing, financial modeling, financial reporting and ALM
- Income annuities, fixed deferred annuities, stable value and retirement products
Frequent assignments / areas of practice:
- Mergers and acquisitions
- Model building
- Model validation
- Experience studies, including the application of predictive modeling
- Product development and pricing work
- Peer review of pricing or valuation