New Client Offers

At Trilogy Actuarial, we value our client relationships. To demonstrate our interest in forming long-term strategic partnerships with our clients, we are offering the following benefits to new clients:

• If we are designated as your appointed and/or illustration actuary, we will waive all fees associated with the initial set up and onboarding. This includes time spent getting to know your products and the assets supporting them as well as time spent developing the initial models.

• We are dedicated to enhancing the onboarding process as well as identifying opportunities to apply our technical skills to a wider range of business problems. Therefore, we propose to spend one day a month in your office (once you reopen your office to visitors) or meet with you once a week virtually over Microsoft Teams. This will provide us the opportunity to collaborate with individuals throughout your organization to identify and solve critical issues. We will offer this visit free of charge until we determine whether this service is beneficial to you.

• Trilogy Actuarial believes in giving back to the community. We would love to partner with any charitable endeavors your organization sponsors.