Kelly Klein
Director & Actuary @Pacific Life
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WORK HISTORY
Director & Actuary @Pacific Life
Newport Beach, CA, US
Enterprise Capital Management
EDUCATION
University of Missouri-Columbia
Bachelor of Science (B.S.)
SKILLS
ABOUT KELLY KLEIN
Enterprise Capital ManagementStrategically manage capital for the enterprise. Focused on Capital Reinsurance through Affiliate, Captive, and FinRe solutions. Work with all products and divisions within the company to find the best solutions.Prior RoleLife Insurance Product Design: Focused on IUL, VUL, COLI/BOLI and Private Placement products. Developed assumptions, rates, and innovative product features to stay competitive in the marketplace. Worked closely with sales to align product strategy. Lead development of profitable products according to enterprise pricing guidelines.Previous EmployersGreat-West Financial: Annuity Product Development Focusing on these products - Index Linked Variable Annuity, Variable Group Annuity with GLWB, and RMD-Friendly Fixed Deferred Annuity.Buck Consultants: Non-traditional pension benefit consulting that focused on helping clients to reduce pension liabilities through cash out programs and pension risk transfer.
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