Insurance Regulatory Matters Expert 521584 NJ

Expertise Description

I have spent over 50 years working in Insurance Regulatory Matters with a focus in global regulatory standards, ComFrame, reinsurance standards, capital standards, life insurance regulation, property/casualty reinsurance, title, mortgage guaranty and financial guaranty. I have also offered my services for more than 50 years as an insurance regulatory matters expert witness by providing deposition, consultations, and courtroom testimony.

Areas of Expertise

Expert Witness

My expert witness experience includes testifying at trials involving insolvency proceedings, various other court actions and Departmental administrative hearings. I have testified before the United States Senate Committee on Government Affairs’ Permanent Subcommittee on Investigations relative to its investigation of Empire Blue Cross/Blue Shield.

Consulting Experience

I have provided consulting services to various clients relative to regulatory matters and developments in formulating international capital standards and domestic and international accounting standards by the IAIS, the NAIC, FASB and IASB.

Professional Experiences

My professional experience includes giving numerous speeches and presentations before various industry, trade association and professional groups on a wide variety of topics related to all facets of insurance regulation. I have published several articles (furnished upon request) concerning insurance regulatory and public policy matters.


Degree Subject Institution
M.B.A. Baruch College City University of New York
B.B.A. City College of New York

Licenses Certifications

Certified Insurance Examiner (CIE) of the Insurance Regulatory Examiners Society
Certified Financial Examiner (CFE) of the Society of Financial Examiners

Awards & Affiliation

Editors Choice Award – “The Examiner” Society of Financial Examiners
Insurance Man of the Year Co-Honoree-National Conference of Christians and Jews (now the National Conference for Community and Justice)