Financial Solutions
Our services in these segments include:
- Strategic and tactical modeling of Equities, fixed income, ETF, mutual funds, options, and other alternative investments
- Variable and fixed insurance solutions including variable annuities with highest daily and 10% roll up guarantees
- Pricing and design of private placement and registered variable insurance products
- Development and implementation of private placements and their associated products
- Cash Balance Retirement Plans (CBRP)
- Pension Plan Buyout Strategies
- Other Retirement Income Solutions