Actuarial Consulting

When to Use

Frame a new actuarial consulting engagement (objectives, boundaries, independence)
Draft or review SOW, fees, data access, and deliverable list for actuarial work
Plan stakeholder communications (CFO, CRO, board, audit committee, regulators—overview)
Support M&A, divestiture, or reinsurance due diligence on reserves, pricing, and capital
Structure reserve opinion, pricing review, or capital assessment engagements (not sole modeler)
Scope model validation, peer review, or opinion-support workpapers
Prepare regulatory meeting materials (talking points, exhibit index—not legal filings)
Design deliverable packages: actuarial memo, exhibits, management presentation, Q&A log
Run project governance: timeline, quality review, documentation, and sign-off chain