Ep. 103: Strategic Visioning with Your Actuary with Brad Paulis
Jennifer Drago 
Brad Paulis, partner at Continuing Care Actuaries, shares how he partners with senior living providers to create new revenue and growth strategies.
In this episode, host Jennifer Drago interviews Brad Paulis, Partner at Continuing Care Actuaries, and learns about current trends in retirement living as well as how he helps clients to “vision” services in the future. They also discuss one of the most promising opportunities in our industry, Continuing Care at Home (CCAH) programs.
CCAH programs — which allow members to remain in their home, safely and independently while they age — give senior living providers an opportunity to serve more clients with their mission. These programs complement existing continuing care retirement communities, instead of compete with them.
Senior living providers, as well as advisors and vendors working with these providers, will gain information on current trends in benefits and costs among continuing care retirement communities. Brad discusses how utilization is shifting and how inflation has impacted these communities and their residents. Brad and Jennifer also discuss how CCAH programs work and why providers should take a good look at these models today!
Continuing Care Actuaries (formally CCRC Actuaries) was founded in 2000 by Dave Bond and Brad Paulis. Prior to forming Continuing Care Actuaries, they directed the National Long-Term Care practice at E&Y. The staff brings a unique blend of experience having worked at a Big 5 accounting firm, insurance companies and a CCRC developer.
Their firm specializes in services to the senior living industry. In addition to their work with Life Plan Communities, or CCRCs, they have been active in supporting the development of the Continuing Care at Home product. They have performed analyses for over 500 CCRCs and at home programs. Their current staff has 13 employees, 4 of which are credentialed by the Society of Actuaries, and the American Academy of Actuaries.
He manages the day-to-day operations of Continuing Care Actuaries, growing the firm to be an industry leader in providing our proprietary software and consulting services to Life Plan Communities and at Home Programs.
Brad frequently volunteers with the Society of Actuaries (SOA) and American Academy of Actuaries (AAA), including serving on the SOA Climate and Environmental Sustainability Research Committee and several AAA committees including Health Solvency, Long-Term Care Reform, and Public Programs – Medicare.
Connect with Brad on LinkedIn.