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Versatile
life actuary with extensive experience in design, pricing and implementation of all types of permanent life insurance products.
Experienced in financial roles for both Life and Variable Annuity business.
Recognized
by managers and peers for integrity and ability to find creative and innovative solutions to complex and unusual issues.
Interpersonal and communication skills to work with teams at all levels. Evolved as the "go to"
person for actuarial and non-actuarial staff.
- Designed and priced permanent life insurance products at several companies
- Participating Whole Life
- Universal Life including no lapse guarantee products
- Variable Universal Life
- Designed and implemented pricing models at several companies
- One pricing model has been in continuous use for 15 years
- Created an efficient stochatic reserve method for stochastic pricing to avoid "stochastic within stochastic"
- Expert in Internal Revenue Code for the definition of life insurance (IRC 7702 and 7702A)
- Provided any and all actuarial support for the creation of a VUL line of business at a major international company
- Designed and priced all VUL products for the company
- Created policy forms
- Wrote the bulk of the prospectus
- Provided specifications for all aspects of implementation
- Part of team to review administration system
- Consistenly involved in projects that were first of the kind for the company
- Provided projections for business plans (Life and Annuity)
- Performed experience studies (Life and Annuity)
- Recognized expert in APL
- Made APL a server of Excel
- Extensively modified ALFA formula database for VUL
