New York Package

Whether you are currently doing business in New York or interested in getting started, you know that it is a challenging regulatory environment to navigate. If you are spending extra time and money due to the complications associated with doing business in New York, our team of experts has experience and are here to help. The unique challenges in New York can be taken off your plate so you can focus on your core business. We are available to provide comprehensive actuarial services at an excellent value, especially compared to hiring additional employees.

If you want New York work taken off your plate completely, services can be included as a package, or they can be selected individually as needed.

• 4228 Testing

  • Self-support testing

  • Compensation

• Dividend scale management (4219)

• Derivative Use Plan

• Regulation 210

  • Developing and documenting the plan

  • Pricing

  • Initial product filing

  • Adverse changes filing

  • In-force management

  • Monthly interest crediting rate support

• Regulation 74

• Cashflow testing reflecting all the requirements of the special considerations letter

• Communicating with regulators

 Regardless of whether you have a New York subsidiary, we are willing and able to act as your New York appointed actuary and illustration actuary. We will do the work, we will communicate with the regulator, and we will accept accountability.

 We look forward to partnering with you!