Testimonials
Byron Allen - President / CEO
Trilogy Actuarial Solutions has exceeded our expectations in so many ways! I have personally worked with four different actuaries over my 30-year tenure at American Savings Life and Trilogy offer an exponentially superior level of service than all the others.
When we were considering switching to Trilogy to perform our annual reserves certifications, Douglas Brown told us that they want to have a relationship where it feels like he is “just down the hall” where we can ask him questions anytime and not worry about being charged for extra work. He said he wanted us to consider him as a regular team member. I was a bit skeptical of how this would actually work, but sure enough, there have been many ways where they have gone far above and beyond what I would have expected – and all without additional charges.
They have provided us powerful product pricing tools for several of our products (annuities and life insurance) that help us accurately and confidently price our products. They have also helped us with in-depth profitability analyses for several products. They have helped us revise our products to comply with the new nonforfeiture requirements, and they have answered many ad hoc questions. In fact, Douglas will be attending our next board of directors meeting in-person to explain to our board how life insurance profitability is calculated and to explain specific products’ profitability. Douglas has become a hugely valuable member of our team and I truly could not be more pleased with Trilogy’s in-house actuarial service. Thank you, Douglas!
American Savings Life
Matt Korienek - Senior Product Actuary and Manager of Business Development
Always willing to offer help and always willing to listen, Douglas Brown and Trilogy Actuarial Solutions have set the standard for delivering outstanding actuarial tools and services with sincerity, professionalism, and expertise.
I’ve worked with Douglas since 2019, and with his mentorship, I am now able to price products seamlessly and complete filings with the Interstate Insurance Product Regulation Commission. In addition, I can call him at any time seeking his assistance — particularly for illustration actuary testing — and he invariably answers my questions with enthusiasm and fixated consideration rarely seen in today’s detached business climate.
Put simply, Douglas and his team provide exceptional services that are, without question, second to none in this business. Catholic Order of Foresters boasts a line of industry-leading life products in no small part thanks to Douglas’s innovative ideas and steady consultation.
We have relied on Douglas and his team for years, but now, as his mentorship gradually evolved into an inventive partnership, we’re able to conduct internal business at a level we previously considered unattainable.
He’s not merely available over the phone or on Zoom, either. Douglas has presented at our agent events for over a decade, providing essential strategies and critical insights for our field team. While other consultants remain distant and charge stringent fees, Douglas puts his clients first.
Douglas Brown is a friendly sounding board, a first-rate actuarial savant, and an indispensable resource for me and Catholic Order of Foresters at large.
Catholic Order of Foresters
Jeff Smith - CEO
Trilogy Actuarial has been a breath of fresh air. We previously worked with a large actuarial firm and although their work was good, it was the bare minimum. We are a small company with no in-house actuary. We need a partner who listens, provides guidance on what we are missing, gives hands on help, and is a true partner.
Trilogy has been this for us and so much more! We talk to them weekly, usually multiple times a week. They created our new products, an amazing in-depth forecast model, a dashboard to easily digest the information, attend our annual board meeting in person, help us analyze acquisitions, and more. Amy isn’t just our outside actuary, she is a valuable part of our team!