Life Insurance Expert Witness PA 523147

Expertise Description

I have worked in the life insurance industry for more than two decades. My areas of expertise include product/market development, affinity/association markets, strategy formulation and implementation, building distribution, executive consulting, pricing, carrier operation, underwriting, agent due care, and distribution. I have additional knowledge in customer needs analysis, global business development, and sales & marketing strategy. I am offering my services as a life insurance expert witness.

Areas of Expertise


Degree Subject Institution
M.B.A. Finance and Strategic Planning Ohio State University – Columbus OH
B.M. Paino Performance Kent State University – Kent OH

Licenses Certifications

Retirement Income Certified Professional (RICP®), The American College
Wealth Management Certified Professional (WMCPTM), The American College
Fellow (with Distinction), Life Management Institute (FLMI®), Life Office Management Association
Life Insurance License, Commonwealth of Pennsylvania & State of New York

Awards & Affiliation

LIMRA Product Development Group
Big Data Study Group
Strategic Marketing Issues Committee ACLI Task Force on Term Reserves

Primary Affiliation

LIMRA Product Development Group