Expertise DescriptionI am a life insurance expert witness with more than 35 years working in the life insurance industry. My areas of expertise include compensation strategies; death benefit; estate planning; field underwriting; formulation of bonds; premium financing; prepared insurance analysis and suitability; product development; salary continuation; STOLI arranged policies; taxation; and tax transfer planning. I have experience running large brokerage firms and working on the sales, product development and agent recruiting and training. I have worked with charities, large corporations, medical practice firms, and privately held companies. I have provided clients with consultations and deposition for over 5 years as a life insurance expert witness.
Areas of Expertise
|University of California – Berkeley||CA|