Expert 518633 - CA(S)


Expertise Description

I have more than 30 years of experience in life insurance, health insurance, property and casualty insurance, workers’ compensation, professional liability, general business insurance, risk management, financial planning, employee benefits, compliance, and insurance agents and brokers duty to perform. I have focused on the areas of complex insurance portfolio plan design and implementation, coverage, consulting and compliance, executive compensation, business perpetuation planning, deferred compensation and estate planning. I have been a Chief Risk Officer for an international resort, hospitality, and property management operation. I have over 15 years of expert witness experience with consultation, deposition, and courtroom testimony.

Areas of Expertise


Professional Experiences

My professional experience includes having consulted in and placed countless insurance contracts for a myriad of industries. I designed buy-sell arrangements, salary continuation plans, executive bonus plans, key-person indemnification plans, estate conservations plans, long term case, life settlement arrangements, charitable giving plans, complex property and casualty programs, employee benefits plans and retirement plans for some of the most visible employer groups in the country. I supervised large staff of agents, brokers and support personnel and assured compliance in legal, legislative, agents’ best practices and duty-to-perform issues. I have extensive background in both designing and presenting consumer-specific sales and marketing materials. I designed esigned and implemented multi-site, international, industry-specific risk management, loss control, and safety and security programs.


Licenses Certifications

CLU Chartered Life Underwriter
ChFC Chartered Financial Consultant
RHU Registered Health Underwriter
REBC Registered Employee Benefits Consultant
CASL Chartered Advisor for Senior Living

Awards & Affiliation

Served on the Advisory Boards of Blue Cross of California, United HealthCare, Kaiser Permanente, UNUM, Chubb and Ohio National Financial

Primary Affiliation

Blue Cross of California



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