Bruce& Bruce is excited to announce that Chavi Paris, ASA and Therese DeWitt have joined the Bruce & Bruce team!  Both Chavi and Therese have extensive experience in the insurance industry and will help Bruce & Bruce continue to provide value-added consulting services to its clients.

Bruce & Bruce is expanding its consultancy to include Enterprise Risk Management (ERM) solutions. Bruce & Bruce has partnered with Kelly Bretz, FSA, MAAA, CFA (of Kelly Bretz, LLC) to lead this new line of business which greatly enhances Bruce & Bruce’s value proposition and is consistent with its mission of helping small-to-medium sized insurers and fraternal benefit societies.

Andrew Edelsberg presented the following topics: proposed reporting requirements for investments, net negative IMR guidelines, proposed framework for regulations of insurer investments, and proposed SVO changes on October 18, 2023 for the LIC Investment & Capital Management Committee meeting hosted by Catholic Order of Foresters.

Many insurance companies have been using Federal Home Loan Bank (“FHLB”) programs where a qualified financial institution can borrow funds at attractive rates. This paper illustrates how a company can take advantage of an FHLB program to improve its investment returns.

Bruce & Bruce presented in a LIC webinar how to Optimize Balance Sheet Risk through the lens of its different service offerings. Read the presentation below.

Vladimir Krepkiy, FSA, FCA, FCIA, MAAA, considers himself a serial immigrant due to life circumstances. Born in a small town in the former Soviet Union’s northeast, where winter lasts eight months a year, Vlad and his family moved to Ukraine when the Soviet Union collapsed.