Expertise DescriptionI 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
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.
|B.A.||Political Science||CSU Northridge|
|California State Insurance License|
|Insurance Industry' Life Underwriters Training Council Fellow designation for continuing education|
Awards & Affiliation
Million Dollar Round Table
Partial List of Consulting Expert Witness Cases