Large Clients

Lloyd's of London - 1978 - Obtained engagement for Coopers & Lybrand to review experience and status of San Jacinto program in Houston, Tx.

New York Life Insurance Company - 1995 - Engaged to assist Brokerage Division in product development and acquisition reviews for corporate-owned life insurance market.

Amoco Corporation - Lead team from Tillinghast, a Towers Perrin company, in analysis of performance and prospects for Amoco Life Insurance Company.

Currently-Active Clients

American Assurance Underwriters Group - Widely diversified group including insurance companies, healthcare plans, reinsurance companies, managing general underwriters, financial service companies, and marketing organizations. Operations in Florida, Brazil, Argentina, Ecuador, British Virgin Islands, and London. Risks assumed in India, the Middle East, Latin America, and throughout the world with expatriate programs. I serve as Chief Financial Officer.

ColinaImperial Insurance Company, Ltd. - Nassau, Bahamas - Largest insurance organization in the Bahamas. I serve as consulting actuary on domestic medical insurance programs and international life insurance programs.

Allied National - Kansas City, Mo. - Third-party administrator in small-group life and health insurance business. Perform marketing and administration functions for units of Munich Re. I serve as Chief Actuary.

American Enterprise Mutual Holding Company- Des Moines, Ia. - Mutual holding company with primary subsidiaries of American Republic Insurance Company and World Insurance Company. Client since 2002. I serve as appointed actuary for all insurance company subsidiaries.



"Jeff has provided actuarial services for two of my division's small group medical programs. His had demonstrated the ability to blend detailed actuarial analyses with a view of the 'big picture' - a combination that is in short supply in his profession."

Monty Edson
Senior Vice President
Guarantee Trust Life Insurance Company
Business Partner from 1999 to Present


"Jeff provided a very helpful and efficient review. He also came in on time and under budget."

Tim McEntee
Director - Valuation
American Republic Insurance Company and World Insurance Company
Client from 2002 to Present


"I have worked with Jeff for the better part of 8 years in his role as Consulting Actuary for one of my clients and have had the opportunity to work with him with other clients as well. His work has always been outstanding and professional. I have recommended his services in the past and will continue to do so in the future."

Nicholas Potenza
Vice President and Actuary
Munich Re America
Business Partner from 2000 to Present