Doug Blum comes to Lewis & Ellis with over 20 years of experience in the life insurance industry. He has a diverse background in the areas of pricing and product development, valuation and financial reporting, modeling, and corporate actuarial. Doug has product knowledge in life insurance, annuities, and accident & health insurance. He has also served as illustration actuary and has developed policy forms and submitted state filings.
In his spare time, Doug enjoys spending time with his wife and two girls and biking along the trails in the Denver area.
Adrianne Talbert joined Lewis & Ellis after 12 years of experience working for an insurance company. That position allowed her to develop skills across actuarial disciplines. Her areas of practice have included both life and P&C pricing and product development, statutory valuation for life and annuity products, cash flow testing, experience studies analysis, reinsurance system implementation, and actuarial software conversions. In her free time, Adrianne enjoys working on landscape projects, reading, and spending time with friends and family.
Scott Morrow, FSA,FIA, MAAA, of our Kansas City office presented A Nuts and Bolts Discussion About Combining Life Expectancies at the 23rd Annual Spring Life Settlement Conference of the Life Settlement Association in Austin, Texas.
Mark Birdsall presented slides covering principles related to the draft Actuarial Standard of Practice on Setting Assumptions, during the April, 2017 Professionalism Webinar sponsored by two Society of Actuaries Sections.
Scott Morrow, FSA, FIA, MAAA, of our Kansas City office will be a presenter at the 23rd Annual Spring Life Settlement Conference of the Life Settlement Association in Austin, Texas from May 14-16. Scott Morrow will be presenting "A Nuts and Bolts discussion about combining LEs from different vendors and/or updating (aging) LEs".
Lewis & Ellis (L&E) and LIMRA have established a Final Expense Consortium with five pilot companies to develop experience studies, agent quality scores, customer quality scores, and other measures to assist the companies in evaluating and improving the quality of new business. Dashboard visualizations will distill key information for decision-making and monitoring company progress. Additional companies are being recruited to this consortium and to a separate consortium of companies selling preneed business.
Allen, Texas. (Jan. 15, 2017 ) -- Lewis & Ellis (L&E) was once again recognized by Best's Review Magazine as being one of the leading actuarial firms in the U.S. and Canada across three different categories, showing continued strength, diversity and growth.
IN SYNC _ HEALTHY COLLABORATION: OVERCOMING OBSTACLES TO WORKING TOGETHER
BY MARK BIRDSALL
This article, written by Mark Birdsall, FSA, MAAA of our Kansas City office, has been published in The Actuary Magazine. Thanks to a broad education through the examination process, actuaries are often leaders, formally or informally, in the organizations they serve. As available theory and tools improve, and as laws, regulations and other factors affecting our work change, we must be lifelong learners and continuously update our knowledge and refine our skills. This article discusses a strong trend in organizations that has been enabled by improved software tools: collaboration within organizations and among organizations.
NON-PBR REGULATORY CHANGES
BY LEON LANGLITZ
This article, written by Leon Langlitz, FSA, MAAA of our Kansas City office has been published in September 2016 Issue 46 of Small Talk. With all the emphasis on principle-based reserving (PBR), sometimes it is easy to lose track of other important regulatory changes that need to be monitored.
COMPANY PROFITABILITY AND RISK DASHBOARDS - A TOOL IN THE UNDERSTANDING AND MANAGEMENT OF RISK, PART 1
BY MARK BIRDSALL
This article, written by Mark Birdsall, FSA, MAAA of our Kansas City office, and Marianne Purushotham, FSA, MAAA, of LIMRA has been published in September 2016 Issue 46 of Small Talk. With principle-based reserves (PBR) becoming effective on Jan. 1, 2017, the decisions regarding what to do about implementing PBR at the company level have become more immediate and important.
August 1-2, 2016
Mike Brown presented a study, performed by L&E, to Colorado State Legislators and Stakeholders at the State Capitol in Denver. The study (posted on the Colorado Department website) reviewed: the current ACA rating regions; the impact of moving to one rating region; and the drivers of health care cost in the state. Various news articles have been published regarding the study.
Lewis & Ellis, Inc. is pleased to announce the creation of GLOBACS (Global Actuarial & Consulting Services) as a new international actuarial and consulting brand. Comprising long-established networks, EURACS (European Actuarial & Consulting Services) and NORACS (North American Actuarial & Consulting Services), as well as the recently-formed APACS (Asia Pacific Actuarial & Consulting Services), GLOBACS represents one of the most extensive consulting networks of its kind in the world.
BEST PRACTICES FOR ACA REGULATORY FILINGS
Josh Hammerquist and Brian Stentz presented the “Best Practices for ACA Regulatory Filings” at the Delta Dental 2016 Finance, Underwriting & Actuarial Conference on April 26, 2016 in San Antonio, Texas.
REPRESENTATIVE SCENARIOS METHOD (RSM) - PART 2: FIELD TESTING THE RSM
BY MARK BIRDSALL
This article, written by Mark Birdsall, FSA, MAAA of our Kansas City office, and Steve Strommen, FSA, CERA, MAAA, owner of Blufftop LLC has been published in March 2016 Issue 45 of Small Talk. This article is the second article to address the representative scenarios method (RSM).
Allen, Texas. (Jan. 14, 2016) -- Lewis & Ellis (L&E) was once again recognized by Best's Review Magazine as being one of the leading actuarial firms in the U.S. and Canada across three different categories, showing continued strength, diversity and growth.
Lewis & Ellis earned its highest actuarial ranking in the life insurance field, where it ranked second with an industry-leading client count of 54 and client reserves totaling nearly $6.4 billion. This figure accounted for nearly 18 percent of the 25 top life actuarial consultants analyzed by A.M. Best. L&E maintained its 2nd place ranking from last year.
This article, Co-written by Brian Stentz, ASA, MAAA of our Dallas office, reflects on how ACA has impacted both small and large Employers since its enactment and takes a prospective look at what lies ahead. It was published in the special publication of The ACA @ 5: An Actuarial Retrospective.
MANDATORY EXPENSE REPORTING FOR LIFE & HEALTH iNSURANCE COMPANIES
Leon Langlitz, FSA, MAAA, of our Kansas City office, was a presenter for Session 81 - Mandatory Expense Reporting for Life & Health Insurance Companies on Tuesday, October 13, 2015 at the SOA 2015 Annual Meeting & Exhibit in Austin, Texas.
SOX CONTROLS AND RISK FOCUSED EXAMINATIONS
This article, written by Leon Langlitz, FSA, MAAA of our Kansas City office, has been published in September 2015 Issue of Small Talk. For an actuary working in a publicly traded company this generally means the risk focused examination will review any SOX controls that have been established.
INTRODUCING THE REPRESENTATIVE SCENARIOS METHOD (RSM) - PART 1
BY MARK BIRDSALL
This article, written by Mark Birdsall, FSA, MAAA of our Kansas City office, and Steve Strommen, FSA, CERA, MAAA, owner of Blufftop LLC has been published in September 2015 Issue of Small Talk. This article is the first of two articles to address the representative scenarios method (RSM).
DYNAMIC ASSUMPTION-SETTING FOR VARIABLE AND NON-VARIABLE ANNUITIES
BY MARK BIRDSALL
This article, written by Mark Birdsall, FSA, MAAA of our Kansas City office, and Marianne Purushotham, FSA, MAAA, of LIMRA has been published in September 2015 Issue of The Financial Reporter. This article is the first of a three-part discussion that proposes an approach to develop dynamic assumptions using a combination of available experience data and simple predictive modeling techniques.
Scott Morrow gave a presentation on the Qualified Longevity Annuity Contracts - "Just what the heck are they?" as part of a panel at the AICP 28th Annual Conference in New Orleans, LA.
We are pleased to announce that Kathryn R. Koch, ACAS, MAAA has joined the L&E Kansas City office where she specializes in property & casualty insurance pricing. Katie formerly worked as the Property & Casualty Actuary at the Indiana Department of Insurance. Prior to that she had actuarial experience working at property & casualty insurers as well as in a consulting environment. Katie has a breadth of experience in pricing and regulatory matters and has been a speaker at Casualty Actuary Society seminars. She is an Associate of the Casualty Actuary Society and a Member of the American Academy of Actuaries. Katie graduated with a Bachelor of Science degree in Actuarial Science from The Ohio State University in Columbus, Ohio.
We are pleased to announce that William J. Gorski, FSA, has joined the L&E Kansas City office to which he brings a broad range of US and international experience in life insurance. Bill most recently worked as a consulting actuary with Deloitte Consulting in Zürich, Switzerland. Prior to that he worked in the insurance industry with ING, including 3½ years with ING’s affiliate in Sydney, Australia. Overall, Bill has more than 20 years of life insurance experience, including product development and pricing, financial reporting and budgeting, economic capital valuation, Solvency II calculations, financial modeling, software development and risk management. He is a Fellow of the Society of Actuaries. Bill received Bachelor degrees in both Mathematics and Computer Science at Marquette University in Milwaukee, WI.
We are pleased to announce that Andrea Huckaba, ASA, CERA, MAAA has joined the L&E Kansas City office where she specializes in health and enterprise risk management. Andrea previously worked as a Senior Actuarial Analyst at Blue Cross and Blue Shield of Kansas. Andrea has five years of experience in the health industry. She is an Associate of the Society of Actuaries, a Chartered Enterprise Risk Analyst and a member of the American Academy of Actuaries. Andrea received her Bachelor of Science in Mathematics from Kansas State University.