Expert 164510 - CA(S)


Expertise Description

I have more than 20 years of experience specializing in the placement of individual and small business health insurance and employee benefits. My expertise includes: the specifics of HMO, PPO, group benefits, 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. I have experience working closely with human resources departments to help manage these benefits, specifically with COBRA and conversion opportunities, as well as assisting individuals in all aspects of the application / enrollment process.

Areas of Expertise


Consulting Experience

My consulting experience includes: specializing in providing products and services for individuals and small business, including life and health insurance, disability income insurance, dental and vision insurance, and long term care insurance.


Professional Experiences




Education

DegreeSubjectInstitution
B.A.Political ScienceCSU Northridge

Licenses Certifications

California State Insurance License
Insurance Industry' Life Underwriters Training Council Fellow designation for continuing education

Awards & Affiliation

Primary Affiliation

Million Dollar Round Table


Partial List of Consulting Expert Witness Cases



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