OUR SERVICES

INSURANCE BROKING - Our services include a review of existing cover versus business risk exposures, the design and placement of appropriate terms and conditions, advice on ratings of available financial securities and the servicing of insurance needs through active liaising with both client and insurer.  Beyond the placement of appropriate coverage, our specific expertise lies in the management of claims to ensure expedient and favorable claims settlement.

ACTUARIAL SERVICES - We offer valuations of  liabilities for retirement plans for both funding and accounting purposes. Our projects have included retirement plan valuations for purposes of acquisitions as well as valuations for purposes of compliance with various international accounting standards.  For insurers and other financial institutions, our services include product development and pricing, financial projections, actuarial valuations of insurance or pre-need portfolios.  Health care is one of our particular areas of expertise and we have worked with international development agencies, private providers, employers as well as government agencies.

HEALTH CARE  - In addition to actuarial services, we provide advice on risk assessment, review of administration procedures including risk selection and claim administration, and development of managed care guidelines.

FINANCIAL PLANNING ADVICE - We provide advice and assistance on various financial products available to the individual investor after determining their financial goals and investment profile.

EMPLOYEE BENEFITS CONSULTING - We help organizations with the design and development of a benefits strategy consistent with the firm’s overall human resources strategy.  Our strength lies in our ability to assist our clients in creating and implementing solutions that address specific corporate goals. Our services include assistance in the design and implementation of flexible benefits programs, benefit communication projects, utilization analysis of contingent benefit programs, design and implementation of self-insured third party administered programs and self-administered programs.

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