Valuation & Financial Reporting

Valuation services tailored to your financial reporting needs


In an ever-changing financial environment, it has never been more important to ensure that your reporting is accurate and complete. Wakely Actuarial can offer an independent and complete actuarial opinion for Boards of Directors and Departments of Insurance.

Large companies usually have many actuaries on staff, but sometimes they need help, due to lack of experience in a new product line or a desire to outsource maintenance so internal actuaries can focus on their core business. Our staff has worked in a variety of situations and corporate structures, so we appreciate a larger company’s need to complement existing resources.


Smaller companies might have limited (or zero) actuarial support. These situations could require significant assistance or a complete outsourcing of the actuarial function, including the Appointed Actuary role: reporting to management and your Board of Directors. In these situations, we appreciate the opportunity to serve as an extension of our clients’ senior management team.

How do we specifically help our clients with their needs?
  • Clear, concise work papers that are easy to audit and provide all the information you need to complete your financial statements
  • Accurate and timely reporting of reserve numbers on your desired reporting schedule (monthly, quarterly, semi-annually, or annually)
  • We can also prepare, or assist in preparing: annual statement exhibits, specialized Medicare Supplement, or Long-Term Care Experience Exhibits
  • Tax reserve reporting for life insurance company federal income tax returns
  • Gross premium valuations or cash flow testing to support actuarial opinions
  • Preparation of Actuarial Opinion and Memorandum Regulation (AOMR) compliant actuarial opinions to file with regulatory authorities

Looking for help with your financial statements?

We can have a no-obligation discussion on how Wakely Actuarial can provide the best in actuarial solutions.

Get In Touch

Wakely Insights

Ben Cohen
President & Consulting Actuary
"Financial reporting allows us to interact with our clients on a regular basis, and often, it allows us to develop long standing relationships with them. It’s a pleasure to come to work when you know you’re providing a service to clients that they value as you watch them thrive in their business through the years."