Long-Term Care Focus Growing demand in the continuing care sector and extensive experience with CCRCs presents sales opportunities for actuarial services, financial modeling, and entrance fee analysis to help clients manage risk, projections, and regulatory compliance.

Expanded Service Suite Offerings such as Future Service Obligation, Entrance Fees Amortization, and Financial Underwriting tools align with client needs for contract pricing, expansions, and risk assessment, creating upsell and cross-sell opportunities.

Strong Data Asset A database of 600,000 life years of resident experience and analysis for 400+ CCRCs enables data-driven benchmarking, scenario testing, and predictive modeling services to differentiate in a competitive market.

Attracting Clients Active involvement in Continuing Care at Home programs and broad client base including government and private employers suggests opportunities to package actuarial solutions for both self-insured health entities and community-based care models.

Sizable Growth Potential Revenue scale and mid-sized team indicate capacity to scale advisory services, software tools like LifeCalc and Examiner, and training offerings to support clients during expansions and changing utilization patterns.