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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
Professional Appointment/Association Affiliations:
Awards & Honors:
Kenneth Black, Jr. Leadership Award, Society of Financial Service
NAEPC Estate Planning Hall of Fame
Best Paper Award, Academy of Financial Services
Other Career Highlights:
Regular columnist for two industry publications.
Authored book on life insurance.
Primary Affiliation/Organization: Society of Financial Service
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