Specialties
Consultants to Contact
- Adrianne Talbert - Vice President & Consulting Actuary (Kansas City)
- Brian Rankin - Vice President & Principal (Washington, D.C.)
- Cabe Chadick - President & Managing Principal (Dallas)
- David Dillon - Senior Vice President & Principal (Dallas)
- David Palmer - Vice President & Principal (Baltimore)
- Glenn A. Tobleman - Executive Vice President & Principal (Dallas)
- Gregory S. Wilson - Vice President & Principal (Dallas)
- Jan E. DeClue - Vice President & Consulting Actuary (Kansas City)
- Jason Dunavin - Vice President & Senior Consulting Actuary (Kansas City)
- Jeffrey D. Lee - Vice President & Consulting Actuary (Kansas City)
- Josh Hammerquist - Vice President & Principal (Dallas)
- Jing Qian - Vice President & Consulting Actuary (Dallas)
- Jacqueline Lee - Vice President & Principal (Dallas)
- Kathryn R. Koch - Vice President & Principal (Indianapolis)
- Michael Mayberry - Senior Vice President & Principal (Dallas)
- Mark Stukowski - Vice President & Principal (Denver)
- Stephanie T. Crownhart - Vice President & Senior Consulting Actuary (Kansas City)
- Scott Gibson - Senior Vice President & Principal (Dallas)
- Scott Morrow - Vice President & Principal (Kansas City & London)
- Tim DeMars - Vice President & Principal (Kansas City & London)
- Terry M. Long - Senior Vice President & Principal (Kansas City)
Testimonial
At Lewis & Ellis, our financial valuation professionals offer reporting and analysis consulting services to deliver precise, timely, and transparent insights that empower insurance companies and regulatory agencies to make more informed decisions.
Our dynamic actuarial team combines deep industry knowledge, mastery of regulations, and the latest analytical tools to ensure the accuracy and compliance of your financial reports.
Financial Services We Offer
Our valuation professionals have decades of financial valuation, reporting, and analysis experience. Working directly with clients and organizations like state insurance departments, Lewis & Ellis, LLC., offers unparalleled expertise and insight into industry best practices.
Comprehensive Financial Reporting and Valuation
When it comes to financial valuation and reporting, every detail matters.
Our valuation advisory team is comprised of senior actuaries with 25+ years of experience, helping create meticulous and comprehensive financial reports that align with local, national, and international regulatory standards, including:
- FASB.
- NAIC.
- IFRS.
- Statutory.
- Tax.
- GAAP.
We work diligently to ensure that your reports accurately represent your company's financial position and performance, facilitating stakeholder understanding and trust.
Specifically, we help our clients by providing:
- Actuarial valuation services for the determination of company reserve liabilities.
- Completion of Schedules and Exhibits for Annual and Quarterly Statutory, GAAP, or tax planning and reporting.
- Actuarial reserve factors that can be used by the company’s current administrative and reserve programs.
- Evaluation of actuarial liabilities to disclose under/over-reporting of reserves.
- Actuarial Opinion Statements as required under Appointed Actuary regulations including all Asset Adequacy requirements.
- Completion of forms for reporting to rating agencies.
- Mortality exposure studies supporting X factors for the statement of actuarial opinion.
Advanced Financial Analysis
Our business valuation service deploys advanced analytical tools, expert business valuation methods, and reputable financial reporting software to provide insightful and actionable data, enabling you to make more informed decisions.
Whether it's evaluating performance trends, assessing financial health, or predicting future outcomes, our analysis helps you navigate the complexities of the financial landscape to strategically guide your business.
Regulatory Compliance
With the constantly evolving insurance regulatory landscape, maintaining compliance can be challenging.
Our team of senior actuaries stays abreast of changes in regulations and standards to ensure your financial reports and policy forms remain compliant. An unwavering dedication to continued education and transparency allows us to advise and help prepare clients for important regulatory shifts coming down the pipeline.
Risk Management
Through our valuation advisory services, we can help your business identify and evaluate pressing financial risks, enabling you to implement effective risk management strategies and safeguard your financial stability.
Reinsurance
Lewis & Ellis, LLC. will effectively analyze financial reinsurance programs to meet strategic capital needs. Whether related to deficiency reserves under term plans or overall business growth, we can search the market for an ideal provider. From there, our valuation advisory team will identify and negotiate treaties to bring maximum value to your company.
Streamlined Financial Processes From Beginning to End
Our team will review the current state of your business’s financial processes, advising on the best ways to eliminate bottlenecks, enhance efficiency, ensure timeliness, and improve the accuracy of financial reporting.
FAQ About Financial Valuation, Reporting, and Analysis Services
What Is the Difference Between Valuation and Financial Analysis?
Financial analysis dissects a company's historical financial performance and current financial health. On the other hand, valuation aims to estimate the fair value measurement of an asset or liability based on future growth prospects, market conditions, and potential risks.
Do I Need Annual Financial Valuation Services?
If you’re a business owner running an insurance company, you likely have a lot on your plate.
We recommend annual financial valuation, reporting, and analysis services to help deliver financial stability by estimating reserves and capital requirements and ensuring adequate regulatory compliance and risk management over long periods of time. However, valuations can also be done quarterly or monthly based on your needs.
Additionally, annual valuation advisory services help you maintain investor confidence and ensure policyholder protection.
How Long Does the Financial Valuation Process Take?
The duration of the financial valuation, reporting, and analysis process can vary depending on several factors, including the size of your company, the complexity of its operations, and the regulatory requirements in its jurisdiction.
Find out how Lewis & Ellis, LLC can help, and contact us today.
Tailored Financial Advisory and Support for Valuation, Reporting, and Analysis
At Lewis & Ellis, we understand that each business is unique. Our experts work closely with you to understand your specific needs and challenges, providing tailored support and advice. Whether it's resolving complex financial issues or advising on strategic financial decisions, our team serves as a trusted partner in driving your financial success.