Building Blocks of an Actuarial Study

Building Blocks of an Actuarial Study • Resident Detail -Current and Historical • Unit Detail-Entrance Fees, Monthly Fees, Square Footage • Contract Options • Inflation Assumptions • Levels of Care Detail • Occupancy • Budgeted Expenses • Debt Schedule • Capital Expenditures Please contact me at rnavarro@continuingcareactuaries.com for more information.
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Parts of an Actuarial Study

  Parts of an Actuarial Study • Demographic Analysis and Population Projection o Historical data and future expectations • Actuarial Cash Flow Projection o Incorporates population projection, fee schedule, and expenses for the open group population over a 20-year period • Actuarial Balance Sheet o Closed group analysis of current residents o Actuarial ratio and funded status • Actuarial Pricing Margin o New entrant cohort analysis o Net revenue/gross expenses Please ...
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Technology Innovations for Life Plan Communities and Life Plan at Home Presentation

LeadingAge Annual Meeting & Expo 2019 Continuing Care Actuaries is excited to once again be exhibiting at the LeadingAge Annual Meeting & Expo in San Diego from October 27 – 30, 2019. This event is the highlight of our year, and we look forward to connecting with you! Please join us for our LeadingAge presentation: Session 10-E Technology Innovations for Life Plan Communities and Life Plan at Home Tuesday, October 29, 2019 8:00 a.m. - 9:30 a.m.
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Come see us at Booth #1340 at the 2019 LeadingAge Conference in San Diego

Learn how LifeCalc our amortization software can assist you with the amortization of entrance fees and sales commissions relative to the new revenue recognition standard ASC 606. Learn how Examiner our financial underwriting software can assist you with the qualification process for prospective residents. Learn how an At-Home Program can expand a sponsoring community's market reach into untapped and diverse populations.
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The CEO/CFO Toolbox: Using Actuarial Data to Drive Key Marketing and Operating Decisions Webinar

Presenters: Christopher Borcik, F.S.A., F.C.A., M.A.A.A., Continuing Care Actuaries Jennifer Schwalm CPA, Baker Tilly Rob Love, Love & Company Presentation Date: June 12, 2019, 12:00pm-1:30pm EDT Session Description: Countless senior living organizations are operating without understanding the true cost of the goods and services they provide. Worse yet, many are actually selling life care contracts at a loss! Does your sales and marketing team know which contract types generate th...
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Need Help with the financial qualification of prospective residents?

Examiner is a financial underwriting software that is an easy-to-use, but highly sophisticated computer model designed to help CCRCs anticipate future fee subsidies by accurately estimating the risk associated with each applicant to the community. The model can be tailored specifically to your community’s fee structure, contracts, refund agreements, services, and costs. Taken into account are the applicant’s age, gender, couple status, health status, choice of apartment, contract terms and more....
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