Depth in CCRCs Strong specialization in Continuing Care Retirement Communities with extensive actuarial experience and a database of resident life years, signaling deep domain knowledge that can be leveraged for targeted offerings in reserve planning, rate setting, and long-term care financial models.

Full-Service Offerings Broad service suite including future service obligation, entrance fee analysis, 20-year projections, contract pricing, and software tools like LifeCalc, presenting opportunities to upsell integrated actuarial and technology solutions to CCRCs and at‑home programs.

At‑Home Market Access Active involvement in Continuing Care at Home programs and connections with ~80 percent of operational programs, enabling cross-sell of waiver, underwriting, and cost-projection services to home-based care providers and CCRCs expanding to at‑home models.

Financial Health Signals Revenue in the multi‑million range with lean employment footprint, indicating scalable services and potential for higher‑margin advisory engagements, software subscriptions, or performance-based contracts as client budgets evolve.

Tech-Driven Efficiency Utilization of accessible tools like LifeCalc and Examiner alongside standard platforms, suggesting opportunities to offer modernization of actuarial workflows, data integration, and custom dashboards for forecasting, risk, and contract management.