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Jim Toole
F.S.A., C.E.R.A., M.A.A.A. ·
Winston-Salem, North Carolina
Finance
Life & Health insurance
Health rate filings
Triennial examinations
Legislative initiatives
Cash flow testing
Financial and management reporting
Health insurance
Deposit accounts
Medical Savings Accounts
Individual and group health plan offerings
Multiple Employer Welfare Arrangements (MEWAs)
Mergers and acquisitions
Purchase and historic GAAP reserves
Budget methodology
Demutualization
Contribution factor calculations
Practice standards and procedures
Property and casualty product modeling
Product development
Contracts
Forms
System implementation
Product administration
Regulatory changes
Life, health, disability and critical illness products
Rate increase filings
Life, health and RBC reserve calculations
Statutory and GAAP life reserve factors
Cash flow testing
Universal life model office projections
Lapse and mortality experience studies
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