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Jim Toole

  • Senior Managing Director
  • Forensic & Litigation Consulting
  • T: +1 336 768 8217
  • F: +1 336 768 2185
Connect with Me:
    • 4505 Country Club Road
    • Suite 200
    • Winston-Salem, NC, 27104
    • United States
    • T: +1 336 768 8217
    • F: +1 336 768 2185

Jim Toole leads the Life and Health actuarial team in the Global Insurance Services practice. Mr. Toole has more than 30 years of management and technical experience in the life, health, P&C and captive insurance industries, including a variety of roles with leading consulting firms and insurance companies. Mr. Toole helped establish the Latin America practice of a global actuarial consulting firm as the premier provider of merger and acquisition services in the region.

Mr. Toole’s background includes expert witness, M&A, risk management, product development, financial reporting, audit, and regulatory support roles. Mr. Toole has experience with life settlements, XXX/AXXX reserve relief, COLI/BOLI, and mortality cat bonds. Mr. Toole’s life product experience includes term; whole life; universal life; variable; group; variable, deferred, and immediate annuities; and a variety of riders and stand-alone products.

Mr. Toole’s health experience spans large group, small group and individual products; self-insured plans; multiple employer welfare arrangements; work-site products; health savings accounts; and cancer, limited benefit, and other specialty products. He is currently assisting clients confront the challenges associated with ACA legislation for Individual markets, Medicaid expansion, and Co-ops, as well as Medicare Advantage, clinical integration, and ACOs. Health policy interests include medical errors, health disparities, community benefit, and health impact assessments.

Mr. Toole is active in Society of Actuaries professional activities. He recently served a two-year term as Vice President of the Board of Directors of the Society of Actuaries. He is former Chair of the Health Section of the SOA, which coordinates and funds research and education activities on behalf of 3,500 U.S. and Canadian health actuaries. In 2009, he became a Certified Enterprise Risk Analyst as a result of his contributions in the field of Enterprise Risk Management.

Mr. Toole is a frequent speaker at industry meetings, seminars, and universities in the United States and Latin America, and has written and/or edited articles for numerous industry publications. Mr. Toole was co-editor of the textbook “Insurance Industry Mergers and Acquisitions,” published by the SOA in spring of 2005. Mr. Toole served as lead researcher on the SOA project to analyze the potential impact of a pandemic on the U.S. life and health insurance industries.

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