Events & Webinars


May 12, 2022 2:00 PM - 3:00 PM (Eastern)

May APEX Webinar - Hybrid Captives: Opportunities and Challenges

Thursday, May 12, 2022, at 2:00 p.m. Eastern (1:00 p.m. Central)

Registration is now open for the Pinnacle APEX Webinar, Hybrid Captives: Opportunities and Challenges.

Hybrid captives that provide coverage for traditional insurance coverages, medical stop loss and/or enterprise risk coverages can provide tremendous advantages to many captive owners. In this month’s APEX Webinar, Pinnacle Principal and Consulting Actuary Robert Walling and I-Re Head of Distribution Nate Reznicek will examine the development and operation of a hybrid captive from the perspective of a fronting/reinsurance underwriter, a captive manager and an actuary.

We encourage interaction with our presenters; please feel free to submit questions before the webinar to APEXsupport@pinnacleactuaries.com. We will address them during the presentation as time allows. You will also have the ability to submit questions in real time during the session.

This webinar may qualify for up to one hour of continuing education.

Please note that moving forward, Pinnacle’s APEX Webinars will move to a more engaging, user-friendly platform. We will still have the same great presenters and presentations, but we believe this new platform will enhance the APEX experience.


Presenters:

Robert J. Walling III, FCAS, MAAA, CERA, is a principal and consulting actuary with Pinnacle Actuarial Resources and has been in the insurance industry since 1989 and in consulting since 1997. He is primarily focused on product development, ratemaking and loss reserving studies for captive insurance companies, risk retention groups, self-insurance programs and admitted insurance companies. He also provides legislative costing, regulatory and litigation support. Rob has been named one of Captive Review’s Captive Power 50 for the last five years. He has served on the Casualty Actuarial Society (CAS) Board of Directors, the Casualty Committee of the Actuarial Standards Board, and chairperson of several CAS and American Academy of Actuary (AAA) committees and task forces. He is a faculty member of the International Center for Captive Insurance Education (ICCIE).

Nate Reznicek is a well-recognized captive expert and an active thought leader in the captive industry. He serves on several boards and committees for major insurance associations and international conferences. As a devoted proponent of innovation and a captive advocate, Nate is a frequently requested speaker, author and faculty member at the International Center of Captive Insurance Education. Nate also serves as the Head of U.S. Distribution for International-Re (“I-RE”), a specialist insurance and reinsurance underwriter. Unaffiliated with any individual captive manager or brokerage firm, I-RE provides turn-key fronting, reinsurance, claims and program administration, from and on behalf of A-rated insurance carriers. A recipient of numerous industry accolades, I-RE provides high-performing small- and mid-market businesses a platform to take risk and earn reward in single-parent captives – the same method that large enterprises have been doing for decades. A recipient of industry recognition and awards by Business Insurance, U.S. Captive Services Awards, Nate serves as a subject matter expert on captive insurance for brokers and advisors across the country. 

Pinnacle Actuarial Resources offers webinars to provide relevant, thought-provoking and practical ideas and information on current issues in the insurance and financial services industries. Pinnacle's monthly APEX Webinars are typically available on the third Thursday of each month at 2 p.m. ET free of charge. Participants may submit questions electronically during the sessions.

About Pinnacle
Pinnacle Actuarial Resources, Inc., is an independent actuarial and management consulting firm that’s large enough to provide a wealth of expertise and world-class solutions—yet small enough to be flexible, timely and cost-effective. Owned by our professional staff, Pinnacle ranks among the largest property/casualty actuarial firms in North America. Our Commitment Beyond Numbers philosophy is built on four foundational pillars: empathetic customer service, superior communication, expertise and better business decisions, which guide us to find the right solutions for our clients.


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