- Portfolio Management
- Consult on the construction of portfolios.
- Specify buying / selling parameters.
- Establish valuation criteria.
- Conduct ongoing valuations
- Cash flow analysis and reserving requirements.
- Lapse analysis.
- Assist in the choice of service providers.
- Individual policies
- Policy valuations.
- Premium stream optimization
- Shadow account valuation.
- Product innovation
- Yield enhancement strategies
- Yield enhancement strategies