Specializing in serving the financial services industry with state-of-the-art techniques applied to financial planning!
About Jack Paul:
Jack Paul, CLU, ChFC, CASL, FSA, MAAA is president of Jack P Paul Actuary, LLC, a consulting firm for the financial services industry, including financial planners, CPAs, investment and insurance companies, research firms and those in the variable annuity industry. He is a Fellow of the Society of Actuaries. He also has three designations from the American College - Chartered Financial Consultant, Chartered Life Underwriter and Chartered Advisor for Senior Living.
Jack has over 40 years of actuarial experience, including the position of Senior Vice President and Chief Actuary of a suburban Philadelphia area life insurance company. Jack P Paul Actuary, LLC serves the financial planning industry with state-of-the-art actuarial techniques applied to financial planning.
Its primary product is PDRP Plus. Please refer to the page "PDRP Plus in Detail" for a description of the many applications and uses of PDRP Plus.
PRIVACY NOTIFICATIONS:
Jack P. Paul Actuary, LLC takes the privacy and confidentiality of clients (including those of financial planners and CPAs that work with us) very seriously.
Jack P. Paul Actuary LLC collects, in certain cirumstances, data from those who visit the website. In order to respond to any contact someone originates to us, we collect the information needed to respond. All data about clients is securely stored and cannot be accessed except by authorized employees of Jack P. Paul Actuary, LLC.
Jack P. Paul Actuary, LLC does not, except as described in the following sentence, share in any way (including lease, sell or trade) information about clients with any person, corporation or other entity, unless required by law or court order. However, when it is desirable to perform analyses of a client's mortality or morbidity over and above what we normally perform, a business partner may be contacted to perform the analyses.
Jack P. Paul Actuary, LLC will not send a client’s data to any business partner unless authorized in writing by the client. All business partners have agreed with us that they will not share information about a client with any entity, and that they will take appropriate steps to prevent unauthorized access to client data.
The above privacy statement can be changed at any time.
CAVEATS:
Jack P Paul Actuary, LLC does not offer, through its consulting, software or otherwise, tax, insurance or investment advice of any kind. Any recommendations as to insurance, investment or tax actions must come from legally qualified professionals.
All results do not reflect actual investment results and are not guarantees of any kind. All information on this website is offered "as is", without warranty of any kind, and Jack P. Paul Actuary, LLC cannot guarantee the accuracy of any content on this website, although great care is taken to be accurate.
Jack P. Paul Actuary, LLC is not in the viatical settlement business. Permission is not given to use any product/work/report in any viatical settlement.
Unauthorized copying of any of this website is prohibited; please ask permission first.