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Expertise Description: I have more than 25 years experience in Insurance and Finance. My expertise includes: standard of care involving representations, presentations, sales and placement of life insurance products by licensed agents and Registered Representatives (who sell life and annuity products qualifying as “securities”); supervision issues of broker dealers and their registered representatives; suitability issues surrounding the sale of securities by registered representatives; assessing and evaluating life insurance policy illustrations for sustainability of the underlying insurance products; stochastic analysis (“Monte Carlo”) of variable life and annuity products; inappropriate sale of financial plans utilizing life insurance products, such as so-called welfare benefit plans (419(A)(f)(6)) and fully insured pension plans (412(i)); illustration and use of “premium financing” to support large premium / death benefit policy sales; “Stranger Owned Life Insurance” sales; and “Life Settlement” sales. I have over 15 years expert witness experience with consultations, deposition, and courtroom testimony.
Representative Litigation Experience: My expert witness experience includes: Mis-sold life insurance, health insurance, disability insurance, and annuities; Standards of care for insurance agents and brokers; Life insurance policy illustration misrepresentation; Mis-sold insurance damage assessment; Financed life insurance premiums (i.e. promising "free" life insurance); Welfare benefit plans (i.e. promising "deductible" life insurance premiums).
Representative Consulting Services and/or Projects: My consulting experience includes: determining client's genuine insurance needs; assisting in selecting an insurance broker; facilitating review of medical records before being submitted to an insurance company; reviewing of existing policies for independent, objective opinion of sufficient premiums; premium sufficiency calculations for variable life insurance using Monte Carlo analysis.
Licenses & Certifications: *
Licensed for consultation on life , health, long term care, disability, and annuities.
Variable product license (consultation).
Accredited Estate Planner
Chartered Life Underwriter
Finance and Insurance
University of California, Berkeley
Awards & Affiliation:
Kenneth Black, Jr. Leadership Award, Society of Financial Service
NAEPC Estate Planning Hall of Fame
Best Paper Award, Academy of Financial Services
Regular columnist for two industry publications.
Authored book on life insurance.
Primary Affiliation/Organization: Society of Financial Service
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