Katie Nelson
FSA, MAAA
Principal & Consulting Actuary
Chicago, IL, US
Katie Nelson is a consulting actuary with the Chicago office of Milliman. She joined the firm in 2009.
Experience
Katie specializes in life insurance mergers and acquisitions and financial reporting. Her professional experience includes work on the evaluation of life and annuity business in actuarial appraisals, cash flow testing and VM-20 reserve modeling. Katie has developed a broad knowledge of modeling life and annuity products including traditional life, universal life and a variety of annuity products. She is an expert user of MG-ALFA.
Professional Designations
- Fellow, Society of Actuaries
- Member, American Academy of Actuaries
Education
- BS, Business Logistics, The Pennsylvania State University
Publications
Read their latest work
Article
Global life and health insurance mergers and acquisitions (M&A)
16 April 2024 - by Ian Humphries, Katie Nelson, Tanner McKerlie, Chew Hou Ng, Sam Burgess, Lyndsay Wrobel, Stuart Reynolds, Ariel Hojman, Fernando Mesquida
Globally, 80 life and health insurance mergers and acquisitions were announced in 2023, down from 131 in 2022. However, total publicly announced deal values rose from US$20.4 billion in 2022 to US$21.5 billion in 2023.
Article
Global Life and Health Insurance Mergers and Acquisitions (M&A)
03 August 2023 - by Ian Humphries, Sam Burgess, Katie Nelson, Tubin Wang, Candace Wang, John Gakuya, Stuart Reynolds
In 2022, life and health insurance transaction activity was down sharply. Our research points to the likely causes and projects the landscape for future mergers and acquisitions.
Article
Life and Health Insurance M&A
27 June 2022 - by Ian Humphries, Katie Nelson
We review the M&A worldwide for life and health insurers in 2021, and an outlook for 2022 and beyond.