Valuation of renewal commission streams for agents, banks, and investors
Wakely can assist in valuing renewal commission streams for agents, insurance companies, banks, and other investors. This service can be provided for almost any product line in the life and health industry such as Senior Market, Supplemental Health and Life Insurance.
How do we specifically help our clients with their needs?
Determine value for companies that purchase blocks for investment purposes
Provide seriatim monthly or annual projections
Develop independent certifications for investors, banks or creditors
Assist agents with valuations needed to obtain credit from banks or to sell renewals entirely
Assemble formal reports and detailed documentation or experience studies for larger block valuation projects
Want to know how much your commissions are worth?
We can have a no-obligation discussion on how Wakely Actuarial can provide the best in actuarial solutions.
Wakely Insights
Laura Hopkins
Senior Actuarial Analyst
"Before completing commission valuation work I had never considered the potential asset associated with these commission streams. Sometimes, creative approaches to traditional systems can provide unexpected long-term value. I love working for a company that utilizes out of the box thinking while fostering client relationships that go beyond the insurance industry.”
