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Wakely Actuarial is an independent firm providing exceptional actuarial, regulatory compliance, and risk management consulting services to the life and health insurance industry.

Wakely Actuarial, formerly the Consulting and Compliance Division of Wakely and Associates, Inc.,
was formed on November 1, 2002. Our firm is wholly owned by professionals actively engaged in the consulting practice. As an independent organization, our team focuses on providing the right consulting services and innovative solutions you require to make your business more successful than ever.

Our Clients

Our extensive client base, located throughout the U.S., includes life insurance companies, health insurance companies, reinsurers, marketing organizations, attorneys, regulators, and governing agencies.

Because our firm has vast experience dealing with a broad variety of business challenges and opportunities, you can take advantage of our insight and knowledge to meet your specific needs.

Our Approach to Your Business

Consistent with our Mission, Philosophy, and Focus, Wakely Actuarial offers practical advice and cost-effective consulting solutions to the business challenges that each of our clients face. We provide our services with both a personal touch and strict adherence to the highest ethical standards.

Our Team consists of well-respected professionals in the actuarial, compliance, and insurance management fields. Our work products are prepared under the supervision of a Fellow of the Society of Actuaries, and our professionals maintain up-to-date skill levels by attending and participating in professional conferences and insurance industry meetings.

In all of our work efforts, our ultimate objective is to work harmoniously with each of our clients in a continuing effort to achieve maximum results.

Actuarial Expertise & Solutions

We provide a full complement of actuarial consulting services and related insurance management functions in our practice areas, which include individual life, group life, individual accident and health, and group accident and health for the work site and senior markets.

Services offered include:

• Accident and Health Experience Analysis and Re-Rating
• Cash Flow Testing
• Financial Reporting and Reserve Certification
• Forecasting and Experience Reporting
• Merger and Acquisition Valuations
• Policy Form Submission and Regulatory Compliance
• Pricing and Product Development
• Reinsurance Consulting
• Reserve Processing
• Actuarial Audit and Examination

With our special expertise in certain product lines, we have created the following practice divisions to focus on each of these areas:

• Life and Annuity Consulting Practice
• Senior Health Consulting Practice
• Supplemental Health Consulting Practice

Through these practice divisions, our consultants provide state-of-the-art advice on all aspects of product development, reserving, marketing, administration, and risk management.

How Can We Help You?

Let us show you how Wakely Actuarial can be the right business partner for you! Just contact us for a
no-obligation discussion of how our firm can help your business.


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