Successes


Regulatory Compliance

Each insurer’s risk-mitigation needs are unique to their enterprise. Jeremy was able to help one reinsurer come to market with a new product by making sure that the structure passed all regulatory requirements. One client needed to mitigate certain risks which could be provided by traditional reinsurance structures, but those […]


Deciding on a New Line of Business

A client needed a feasibility study to determine the viability of entering a new market. Jeremy prepared a report, complete with a market survey, article review and economic review to provide enough background for them to make a decision. To answer their questions Jeremy conducted a market survey, using his […]


Due Diligence on Pre-IPO Funding of an Insurer

Hedge Funds often take calculated risks by investing in companies prior to their going public. Jeremy and his partner produced a report that both explained the market and how much this particular target was worth. As the Hedge Fund did not know the insurance business, part of the report was […]


Placement of Redundant Reserve Financing

The current level of statutorily required reserves for level term and universal life with secondary guarantees is widely viewed as redundant. In 2014, Jeremy worked with a client to place approximately $1 billion in redundant reserve capacity. Prior to 20151 the level of the redundancy was determined by the excess […]