SVP, Actuary & Chief Risk Officer,
Axcelus Financial
With more than 15 years of experience in the insurance industry, Ryan Roebuck brings deep actuarial, financial, and risk‑management expertise to his role as Senior Vice President, Actuary, and Chief Risk Officer at Axcelus Financial. Since joining the firm in 2017, Ryan has led various actuarial functions including pricing, reinsurance, valuation, financial reporting, product development, modeling, and underwriting. In 2024, he became the company’s Chief Risk Officer responsible for overseeing its Enterprise Risk Management function. Prior to Axcelus, he held actuarial leadership roles at Prudential Financial, where he developed extensive experience across a variety of business units. Ryan holds a B.S. in Actuarial Science from The Pennsylvania State University and is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, and a Chartered Enterprise Risk Analyst.
We’ll begin with PPLI, examining how this solution allows insurance agents and advisors to deploy new capital through customized policies with enhanced investment flexibility and tax efficiency. The discussion will then extend these same PPLI principles to Catalyst, an innovative life insurance solution designed to optimize existing in‑force policies. Attendees will gain practical insights into when to add new policies versus when to re‑engineer existing coverage, and how advisors can position both strategies within modern advanced insurance planning.
