The Experts: Actuarial Consultants

With over 30 years of insurance company and consulting experience, Roger brings a keen understanding of insurance dynamics to our clients. Roger works directly with senior insurance company management and Boards to refine strategic goals and improve operational performance. His clients range from small companies in niche markets to companies ranked among the top 20. He also works with marketing groups, administrative companies and reinsurers to define opportunities and business relationships. Roger serves as both Appointed and Illustration Actuary for many client companies. He has significant expertise in life and annuity products and has been a frequent speaker on both Life and annuity issues for various trade associations.
Roger enjoys sports, movies/TV and annual trips to the Rockies with his family.

Upcoming/Recent Professional Activities

09/2006
Addressed the LHATF Meeting in St. Louis. Roger spoke on Pre-Need Mortality.

06/2006
Addressed the SOA 6th Annual Product Development Actuary Symposium in Henderson, NV. Roger spoke on "The Life Settlements Market".

06/2006
As Chairman of the Project Oversight Group for the PreNeed Mortality Study, Roger presented an update on the new PreNeed Valuation Table to the NAIC Life & Health Actuarial Task Force (LHATF).

05/2006 - 05/2007
Served on the National Alliance of Life Companies (NALC) Board of Directors for a one year term.

05/2006
Addressed the Life Insurers Council at their Annual Meeting in Palm Beach, FL. Roger spoke on "Actuarial Answers for the Pre-Need and Final Expense Company".

2006
Appointed Chair of the Life Insurers Council (LIC) Actuarial Committee.

2006
Appointed Chair of the Project Oversight Group for Pre-Need Valuation Mortality.

12/2005
Addressed the Life & Health Actuarial Task Force, a subcommittee of the NAIC, at their Chicago meeting. Roger represented the Society of Actuaries in presenting progress of the Project Oversight Group for a new PreNeed Valuation Mortality Table.

11/2005
Presented at the 2005 SOA Annual Meeting in New York City. Roger spoke on Life Settlements for the Senior Market (Session 126).

11/2005
Addressed the PreNeed and Final Expense Forum of the Life Insurance Council in Atlanta. Roger spoke on "Realistic Mortality Assumptions for Pricing Final Expense and PreNeed Products".

08/2005
Named to the Society of Actuaries Project Oversight Group for New Preferred Risk Valuation Mortality Tables.

04/2005
Addressed the National Alliance of Life Companies at their spring convention in Rancho Mirage, California. Roger spoke on "Understanding Life Settlements and Their Impact on the Life Industry" and also provided an "Actuarial Update" in his role as Chairman of the Actuarial Committee.

01/2005
Named to the Program Committee for planning the Society of Actuaries 2005 Annual Meeting in New York.

11/2004
Named to the Society of Actuaries Project Oversight Group for designing a Pre-Need mortality experience study and evaluating the need for a new Pre-Need Valuation Mortality Table.

2003 - Present
Serves as Chair of the Actuarial Committee for the NALC.

Articles Published
Does It Seem to You that Valuation Mortality Tables Don't Last as Long Anymore? (2005)

Presentations
Annuity Products – 2004 SOA Annual Meeting