Insurance Companies

Whether you are a life insurance company, a property and casualty company or a self-insurance company, we understand the nuances related to asset-liability matching.

Like many clients, insurance companies not only use Trusco's investment expertise, but also tap into our resources for business management. For example, in the current market, we have helped some of our clients analyze long-term interest rate trends in order to assist in pricing annuity portfolios.

Regulatory issues can also have great impact on your organization. We're knowledgeable about pertinent topics such as "permissible securities," and we track and monitor the following insurance industry regulatory concerns:

• A M Best
• NAIC valuations and reserve requirements (working with Schedule D reporting and risk based capital issues)
• Static cash flow tests for actuarial reports
• Needs of statutory, tax and GAAP accounting issues

Here are a few examples of investment portfolios we manage for insurance and self-insurance companies:

• Pension plans
• Paid in Capital
• Reserve Dollars
• Mutual Funds