Services to CCRCs
Actuarially Based Financial and Facility Planning
Our actuarial and financial models assist you in evaluating alternate planning scenarios and fee/service structures.
Contract Pricing Analysis
Our models develop the profitability levels based on each community's cost structure, available contract and expected demographics.
Health Underwriting and Transfer
We develop health underwriting and transfer criteria and procedures consistent with actuarial principles and tailored to your specific resident contract type and liabilities.
Historical Population Analysis
We show, for current and past residents, census, new entrant and transfer demographics, mortality and morbidity experience, health care utilization, release of independent living units, and average ages for each level of care.
30-year Population and Financial Model
Our models develop values for your community's population over a 30-year period. The model shows cash flows and cash balances over 30 years, and uses actuarial assumptions to determine surplus or liability levels.
Managed Care Contracting
Our models allow your management team to effectively analyze risk issues associated with current and proposed agreements with managed care organizations. For vertically integrated provider organizations, we develop the appropriate allocation of managed care capitations.
Long Term Care Insurance Consulting
Nursing Diversion Programs
State Reports and Filings
AICPA Auditing Requirements
You can purchase our computer program to meet the AICPA financial reporting requirement that entrance fees be amortized over individual life expectancies.