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Bill consults on life insurance and annuity products. He has been involved with universal life and universal life with secondary guarantees, whole life, and long term care combination products. Bill’s primary area of expertise is simplified issue life insurance with long-term care riders.
Before joining the firm, Bill worked in the Voluntary Benefit Solutions division at Trustmark Companies for 15 years, where he most recently served as second vice president and actuary.
He has provided strategic consulting, product design consulting, product development support, pricing support, and has filed many universal life products with long-term care riders. Additionally, Bill has extensive expertise as an illustration actuary, having filled that role with Trustmark. He has also performed analysis on experience studies and managed various profit initiatives.
Bill has been involved in several system implementation projects involving new products, changes to products, and new systems (life, critical illness, accident, and disability products).
Bill has been a subject matter expert in universal life insurance and developed a training program to introduce the basics of universal life to those entering the business.