Life Insurance Experts
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Liability Insurance, Marine Insurance Coverage, Umbrella and Excess Liability Insurance, Life Care Planning Present Value Cost Assessment, Disability Insurance, Healthcare Insurance, Health Insurance, Industrial Hazard Analysis for Insurance, Life Care Planning, international insurance, Worklife Expectancy, Homeowners Insurance, Workers Compensation Insurance, Insurance
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Expertise Description: JD, CIC – Consulting insurance expert with more than 30 years experience in the field. Expertise includes: property / casualty insurance, agency management, and operations. Experienced in errors and omissions, including binding authority / procurement of coverage, claims handling, segregation of funds, and documentation. Also knowledgeable in due diligence and policy interpretation, including commercial, personal, automobile, homeowners, commercial crime / inland marine, general liability, and workers compensation matters. Certified Insurance... » Read Complete Profile
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Expertise Description: Experienced in insurance claim, coverage, and bad faith. Over 14 years claim experience, from claim rep to supervisor. More than 25 years as coverage and bad faith defense lawyer with 24 published and unpublished appellate cases. Qualified trial testimony in over 100 trials involving first and third party claims, underwriting, legal malpractice, coverage, rescission, reformation, cancellation coverage, and advice of counsel. Testimony for both policy holders and insurance companies... » Read Complete Profile
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Expertise Description: Experienced in all aspects of the financial services industry with unique and unparalleled hands on experience in hedge funds, mutual funds, and investment management. Has been working on Wall Street for more than 15 years and is fluent in aspects of retail and institutional brokerage, the securities markets, and fixed income and equity securities. Throughout his extensive career, he has worked in institutional brokerage, money management, and mutual fund and... » Read Complete Profile
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Expertise Description: JD, CPCU, ARM, AIC – Consulting expert with over 20 years experience in Insurance & Risk Management. Expertise includes: standard of care for agents and brokers, insurance broker management, systems and procedures, insurance industry customs & practices, insurance carrier/broker relationships, and insurance carrier bad faith. Coverage areas of expertise include: commercial & personal lines of property and casualty insurance, professional liability and errors & omissions insurance, directors & officers liability... » Read Complete Profile
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Expertise Description: MBA, CLU, AEP – Consulting expert in Insurance and Finance with more than 25 years experience in the field. 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... » Read Complete Profile
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Expertise Description: C.L.U., C.H.F.C. - Experienced insurance, legal, and accounting consultant with more than 25 years experience in the field. Expertise includes IRS audit assistance and support; 419e and 412i plan defense; tax laws; and stock market, mutual fund, and insurance losses. Additional expertise in Employee Benefit plans, Life Insurance, Estates, Trusts, and Pensions. Chartered Life Underwriter (C.L.U.). Chartered Financial Consultant (C.H.F.C.). More than 10 years expert witness experience... » Read Complete Profile
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Expertise Description: M.S.N, R.N. – Registered Nurse (R.N.) with expertise in Legal Nurse Consulting. Has owned her own medical-legal service since 1999. Expertise in individual and group health policies, long term care, life insurance, and Medicare health care plans. A Certified Legal Nurse Consultant (CLNC) is a nurse specialist who knows the standards of care. The CLNC can review, summarize and interpret the records, research the literature, and locate expert witnesses from... » Read Complete Profile
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Expertise Description: Consulting expert with more than twenty-two years of experience specializing in the placement of individual and small business health insurance and employee benefits. Expertise includes: the specifics of HMO, PPO, and indemnity medical insurance; disability income insurance; term life and permanent life insurance; dental and vision insurance; and retirement plans such as IRA's and 401k plans. Works closely with human resources departments to help manage these benefits, specifically with COBRA... » Read Complete Profile
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Expertise Description: Consulting expert with more than forty years of wide-ranging experience in the insurance industry. Expertise includes: insurance, risk management, insurance fraud, property insurance, life insurance, disability insurance, excess and surplus lines insurance, homeowners insurance, and workers compensation. Additional expertise in aviation insurance, marine insurance, yacht insurance, liability insurance, errors and omissions insurance, bad faith, insurance claims, excess and umbrella insurance, offshore insurance, duty of care insurance, and custom and practice... » Read Complete Profile
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Expertise Description: C.P.A., M.B.A. - Owner of freelance forensic accounting business and contract Associate of civil litigation expert firm in Los Angeles. Expertise in Forensic / Investigative Accounting. Civil case exposure includes breach of contract, negligence, intellectual property, wrongful termination, and personal injury / accident, within sectors such as government agency, defense, manufacturing and distribution, healthcare, insurance, and real estate. Family law knowledge includes determination / tracing of assets, debts and income... » Read Complete Profile
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Expertise Description: J.D. - Practicing attorney specializing in insurance law. Expertise includes: agent liability; appraisal; bad faith matters; business law; claims (disability / health / liability / life / property); construction defects; contracts; first / third party coverage; insurance law; intellectual property; and all forms of insurance. Additional expertise in general business, civil, and real estate litigation. Expert witness consultations, depositions, and courtroom testimony... » Read Complete Profile
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Expertise Description: M.S.P.H. - Consultant specializing in life insurance and related industries, risk assessment, financial product, and service development utilizing biostatistical methods. Expertise includes: epidemiology; actuarial life expectancy calculations; life insurance research / underwriting; risk assessment evaluation; underwriting policies, procedures, and implementation; health / life insurance misrepresentation; hospital / physician network cost / benefit analysis; survey design, collection, analysis; and disease mortality analysis. Multiple presentations and publications in insurance, health, and business... » Read Complete Profile
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Expertise Description: J.D. - Retired insurance company executive specializing in health, disability, life, and managed care insurance issues, including: bad faith, fair dealing, underwriting, claims review, claims coverage, sales, compliance, licensing, home office protocols, field standards, processing, reinsurers, and direct writers. Experienced in litigation and arbitration for insurers and insured. Expert witness consultations, depositions, and courtroom testimony... » Read Complete Profile
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Expertise Description: Ph.D., F.S.A. - Consulting Actuary with more than thirty years experience in all aspects of life insurance company operations. Financial reporting experience includes: U.S. and Canadian Statutory Reporting; GAAP reporting (including purchase GAAP); and tax reporting. Product development experience includes traditional life, long-term care, and specialty accident and health products. Reinsurance experience includes design, negotiation, and administration of reinsurance programs. Additional experience includes representations of companies before state insurance departments... » Read Complete Profile
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Expertise Description: R.F.C. - Expert Witness / Consultant in litigation and arbitration, nationally (17 states), involving securities, insurance, annuities and taxation. Expert has been qualified and has testified as a Securities Industry Expert Witness before the State Court in CA and serves as an NASDR arbitrator... » Read Complete Profile
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Expertise Description: C.L.U. - Experienced in insurance issues. Areas of expertise include life, health, group, disability and estate planning insurance... » Read Complete Profile
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Expertise Description: Experienced in management of all areas of financial institutions with over 30 years of loan experience in business, construction, commercial real estate and mortgages. Areas include business, construction and real estate lending, operations, fiduciary duties, fraud, conversion, secondary offerings, public offerings, and international transactions... » Read Complete Profile
