View/Download Exclusive Content

Welcome Clark Consulting Clients!

At Clark Consulting, we strive to keep our clients informed on the latest developments within our industry and with our carrier partners. Our priority is to provide our clients with the tools necessary to manage the risk and optimize the earnings, related to strategic funding solutions such as Corporate and Bank-Owned Life Insurance (COLI / BOLI) and Executive Benefits.

Drawing on our more than 25 years of critical thinking and practical experience we recognize that the recent surge in global financial market volatility understandably has prompted institutions of all kinds to re-evaluate their insurance portfolios. On that note, please view/download the exclusive content below containing the latest carrier and industry related information or use the menu bar on the left to review the archives.

If you have any questions or concerns, please contact your Clark Consulting Account Manager or email requests@clarkconsulting.com.

All relevant pages and information contained within this Internet site ('Site') are the property of Clark Consulting and/or its affiliates. No portion of the materials on these pages may be reprinted or republished in any form without the express written permission of Clark Consulting.

GENERAL DOCUMENTS

Summary of Rating Agency Reports
The Clark Consulting Teleconference Series Featuring AEGON
The Clark Consulting Teleconference Series Featuring Great West Life
Memo from GWL President and CEO
GWL Call Reference Material
The Clark Consulting Teleconference Series Featuring New York Life
The Clark Consulting Teleconference Series Featuring Symetra
The Clark Consulting Teleconference Series Featuring West Coast Life

Insurance Carrier Information

View all carrier information...

INDUSTRY UPDATES

Breaking News: House Passes Rescue Package
The House voted 263-171 to pass the economic rescue plan approved by the Senate earlier this week. The measure now heads to the White House for President George W. Bush's signature.

The final legislation combines the $700 billion rescue bill, an increase in the FDIC cap from $100,000 to $250,000, and a popular tax extenders package. Additional analysis of the rescue plan will be provided in a forthcoming Washington Report.

As the last week's events relate to the advanced markets, the vice presidential debate last night proved there will be continued scrutiny on executive compensation. Additionally, the drops in the stock market have affected pension funds, 401(k) plans and IRAs.

As I mentioned before, AALU created a blog to better facilitate the dialogue between you and other AALU members as well as our team here in Washington. I encourage you to visit the blog and you can do so by clicking here.

To bring you additional insight on the issues, AALU is hosting a complimentary teleseminar Tuesday, October 14, from 10-11:30 am EST. I will moderate a panel of AALU's top Washington experts including: Ken Kies, Steve Ricchetti, and Marc Cadin. The dial in information is 1-866-710-0179 and the pass code is 807206.

View all industry updates...