Jim consults primarily to life and health insurance companies. His professional experience includes actuarial appraisals for reinsurance, mergers and acquisitions, product development for long-term care, asset and liability analysis with emphasis on valuation of fixed-income securities and derivatives, cash-flow testing, statutory and GAAP valuations, embedded value analyses, claim liability analyses, and other life and health insurance consulting.
Most recently, he was one of the principal authors and editors on the recently released IAA books Stochastic Modeling—Theory and Reality from an Actuarial Perspective and Discount Rates in Financial Reporting: A Practical Guide. In addition, he has published articles on long-term care, mergers and acquisitions, economic capital, and enterprise risk management. Jim is an expert in Integrate®—Milliman’s asset and liability system—assisting in the development of asset classes and life and health liability lines of business.
