phone:        (516) 418-2549
fax:              (631) 582-1702
address:     245 Southlawn Avenue
                    Central Islip, NY, 11722

​​​Reinsurance-Related Needs

Services for Direct Insurers

  • Has ORSA caused stakeholders and the Board to question your current use of reinsurance? Have an expert analyze how your reinsurance programs can fit strategically within the risk mitigation portion of your ERM program
  • Principles-Based Reserving (PBR) eliminates mirror reserving for new business in just a few months- Get an adviser who is an expert in BOTH reinsurance and PBR working on your side to analyze your products before they're filed in 2016 and suggest reinsurance strategies to improve Prudent Estimate assumptions and lower capital strain.
  • Entering a new market, new product line, or new distribution channel?  Receive guidance on underwriting, pricing and product design without ceding away most of your profits to your reinsurer for their "free services"​
  • Involved in a dispute with your reinsurer?  Need to assess the actuarial or underwriting merits or measure the magnitude of the problem before proceeding? About to enter formal arbitration? Enlist an expert witness who has been both a reinsurance purchaser and a senior reinsurance executive in pricing and valuation roles.

Reinsurers and Non-Traditional Sources of Capital

  • Are you a private equity firm or "non-traditional player" considering entering the reinsurance space?Work with an advisor who co-founded a US-domiciled life and health reinsurer and assisted a client found an annuity reinsurer.
  • Have you already launched reinsurance operations? If so, consider "co-sourcing" key functionality in the medium-term, allowing you to focus on growing your business until you eventually "in-source" key staff and skills.
  • Looking for peace of mind as you build a book of business? Give your stakeholders and investors ongoing independent peer review of underwriting, pricing or accounting until you've established a track record. 

Customized Solutions from Both Sides of the Negotiation Table

If you answered yes to one or more of these questions, then you need the expert advice of an experienced actuary, risk manager, and underwriter who has been "in your shoes" and "on the other side of the negotiating table" as both a reinsurance buyer and seller. Your consultant needs to bring a holistic, multi-disciplinary approach to your concerns and have a proven track record of results earned both within the reinsurance sector and as a consultant.

Relevant Experience :

  • Member, Board of Directors of three (3) Barbados-domiciled Life, Health, Annuity, and P&C reinsurers
  • Member, Board of Directors of a US-domiciled Life and Health reinsurer
  • Chief/Appointed Actuary and Chief Risk Officer for a Life and Health reinsurance start-up
  • Vice President, Life & Health Reinsurance Pricing for a P&C, Health, and Life special-risks reinsurer 
  • VP and Department Head- Life & Health Reinsurance Pricing for an Annuity, Life, and Health reinsurer
  • Head of Reinsurance Purchasing for an Industry Leading US-domiciled Term and UL direct insurer

Track Record of Success and Client Engagements:

  • Currently providing private-equity funded Bermuda reinsurance client with "peer pricing review"
  • Co-Founded US-domiciled Life and Health Reinsurer- developing business plans, underwriting and pricing processes and manuals, and Enterprise Risk Management processes and controls; built US GAAP, US Statutory, and US Tax financial reporting infrastructure; Chief Actuary liaison to regulators, rating agencies,  external audit
  • Passed new rigorous post-financial crisis risk-focused State Financial Examination with no criticisms
  • Assisted a client green-field a US-domiciled GMXB Annuity insurance and reinsurance subsidiary. Developed stochastic pricing models, product designs, modeled alternative compensation schemes; assisted with SEC filings and developed spreadsheet-based corporate modeling and financial reporting tool under US GAAP, Stat and Tax 

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