Valuations: Four quarterly valuation letters and one annual June 30 adequacy report, with discounted and undiscounted monthly cash flows. Quarterly analyses include projected future sales; the annual analysis covers existing contracts only.
Annual analysis: Surplus reconciliation, experience review, termination liability, up to five sensitivities, and review of at least one major valuation assumption.
Plan pricing: One annual report covering each product by beneficiary age and payment option, adequacy testing, break-even returns, and review of at least one major pricing assumption.
Support: Quarterly data reconciliation, usable electronic supporting files, annual in-person planning and presentation, ongoing consultation, secure data handling, and transition support.
Qualifications: Lead actuary with at least five years of relevant experience and American Academy of Actuaries membership in good standing.
Pricing: Annual core-service fees for a five-year term, optional renewal pricing for five additional years, per-deliverable fees for additional reports and studies, and hourly consulting rates. Include travel and other costs.
XL Eagle