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Experienced Actuarial Consultant with a demonstrated history of working in the life, annuity and pension industry. Skilled in Variable Annuities, Equity Indexed Annuities, Generally Accepted Accounting Principles (GAAP), Statutory Annual Statement work, Defined Benefit and Defined Contribution Pension Plans, and Management. Strong finance professional with a Bachelor of Arts degree focused in Mathematics, Computer Science, German from Luther College.
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Actuarial ConsultantThe Jacobson Group Jan 2016 - Nov 2021Client Onsite And Remote WorkClient Engagements: Principal Financial Group, Des Moines, IA, March - November 2021 Prudential, Newark, NJ, November 2018 to June 2020 Athene, West Des Moines, IA, June - October 2018 Sammons Financial Group, West Des Moines, IA, June - December 2017 The Phoenix Companies, Hartford, CT, March - June 2017 Global Atlantic Financial Group, Houston, TX, January - February 2017 Jackson National Life Insurance Co, Lansing, MI, January -… Show more Client Engagements: Principal Financial Group, Des Moines, IA, March - November 2021 Prudential, Newark, NJ, November 2018 to June 2020 Athene, West Des Moines, IA, June - October 2018 Sammons Financial Group, West Des Moines, IA, June - December 2017 The Phoenix Companies, Hartford, CT, March - June 2017 Global Atlantic Financial Group, Houston, TX, January - February 2017 Jackson National Life Insurance Co, Lansing, MI, January - September 2016 Show less -
AgentState Farm Agent Jan 2015 - Dec 20151231 4Th Street Sw, Waverly, Ia 50677Responsible for the start-up of a new State Farm agency in Waverly, IA. Worked with existing block of business to understand and fulfill their current financial needs. Licensed to sell the following:Property and Casualty Products (Auto, Home, Liability)Life and Health Products (including Annuities and Long-Term Care)Registered Products (Series 6 and 63 Licensed)Mortgage Loan Originator LicenseFlood Insurance Certification -
Agent InternState Farm Apr 2014 - Dec 20141231 4Th Street Sw, Waverly, Ia 50677Learning to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. -
Director, Annuity ValuationCuna Mutual Group Nov 2009 - Apr 2013Waverly, IaResponsible for the management and technical oversight of actuarial staff providing the valuation of liabilities, estimation of reserves, testing of reserve adequacy, and other financial analysis and reporting for financial statements and forecasts. Involved in the financial valuation design on new and enhanced product development with specific focus on variable annuities and equity indexed annuities. Company expert on valuation of annuity products. Led implementation team… Show more Responsible for the management and technical oversight of actuarial staff providing the valuation of liabilities, estimation of reserves, testing of reserve adequacy, and other financial analysis and reporting for financial statements and forecasts. Involved in the financial valuation design on new and enhanced product development with specific focus on variable annuities and equity indexed annuities. Company expert on valuation of annuity products. Led implementation team for Actuarial Guideline 43. Currently oversee production of Risk Based Capital results for the Company's annuity lines.Communicates results to both internal (financial accounting, tax, product units) and external (auditors, state examiners) audiences.Determination of reserves consistent with external and internal standards, including Statutory, GAAP and Tax.Evaluates emerging valuation issues for the annuity products and insures that systems, procedures and controls are in place to address those issues in a timely manner.Management of a staff, including staff who are geographically dispersed and includes multiple levels, from new students through FSA’s. Conducts performance evaluations, including hiring/ firing and promotion of members within. Show less -
Senior Manager, ValuationCuna Mutual Group Jan 2000 - Nov 2009Waverly, IowaAccountable for the valuation processes for the Life, Health and Annuity blocks of business of CUNA Mutual Life Insurance Company, including extensive process improvement initiatives.Resource prioritization and staff development responsibilities for actuarial staff.Liaison to internal and external customers including audit staff and partners, and IT staff.Responsible for change transformation of accounting finance team, including ongoing staff management, as well as… Show more Accountable for the valuation processes for the Life, Health and Annuity blocks of business of CUNA Mutual Life Insurance Company, including extensive process improvement initiatives.Resource prioritization and staff development responsibilities for actuarial staff.Liaison to internal and external customers including audit staff and partners, and IT staff.Responsible for change transformation of accounting finance team, including ongoing staff management, as well as, staff transition management.Effectively managed relationship between business finance area and corporate finance project leadership on major financial architecture project. Leveraged opportunities and benefits of project post implementation.Considerable project management involvement.Leadership responsibilities for the actuarial function of the Annual Statement process. Show less -
Enrolled Actuary & Pension ConsultantFuture Benefits, Inc. Mar 1996 - Aug 1999Readlyn, IowaSelf-employed serving CUNA Mutual Group and CUNA Mutual Life Insurance Company in a consulting role. Administered defined benefit pension plans and certified funding position of such plans as plan enrolled actuary.
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Manager - Group Annuity Administration And Pension ActuaryCuna Mutual Group Jul 1990 - Jul 1995Waverly, IowaManaged and directed the work of those administering the company’s group annuity product.Development of staff, systems and procedures.Performed the enrolled actuary function for marketed defined benefit plans, as well as for CUNA Mutual Life Insurance Company’s corporate Home Office and Representative defined benefit plans.Provided general leadership, management and support for the company’s pension operation.Monitored profitability of pension operation.… Show more Managed and directed the work of those administering the company’s group annuity product.Development of staff, systems and procedures.Performed the enrolled actuary function for marketed defined benefit plans, as well as for CUNA Mutual Life Insurance Company’s corporate Home Office and Representative defined benefit plans.Provided general leadership, management and support for the company’s pension operation.Monitored profitability of pension operation. Analyzed and set client fee schedules.Participated in competition for budget resources. Managed and monitored area’s budget throughout the year. Show less -
Actuarial AssistantCuna Mutual Group Aug 1986 - Jul 1990Waverly, Iowa -
Actuarial StudentCuna Mutual Group Sep 1983 - Aug 1986Waverly, Iowa
Brenda Meyer, Fsa, Maaa Skills
Brenda Meyer, Fsa, Maaa Education Details
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Mathematics, Computer Science, German -
Universitat Freiburg Im BreisgauGerman
Frequently Asked Questions about Brenda Meyer, Fsa, Maaa
What is Brenda Meyer, Fsa, Maaa's role at the current company?
Brenda Meyer, Fsa, Maaa's current role is Actuarial Consultant.
What is Brenda Meyer, Fsa, Maaa's email address?
Brenda Meyer, Fsa, Maaa's email address is bm****@****ine.com
What is Brenda Meyer, Fsa, Maaa's direct phone number?
Brenda Meyer, Fsa, Maaa's direct phone number is +131936*****
What schools did Brenda Meyer, Fsa, Maaa attend?
Brenda Meyer, Fsa, Maaa attended Luther College, Universitat Freiburg Im Breisgau.
What are some of Brenda Meyer, Fsa, Maaa's interests?
Brenda Meyer, Fsa, Maaa has interest in Personal Fitness, Children, Our Church, Economic Empowerment, Politics, Education, Reading, Photography, Journaling, Music.
What skills is Brenda Meyer, Fsa, Maaa known for?
Brenda Meyer, Fsa, Maaa has skills like Insurance, Actuarial Science, Financial Analysis, Fixed Annuities, Life Insurance, Financial Risk, Reinsurance, Valuation, Employee Benefits, General Insurance, Gaap, Finance.
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