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 Expert  726998

Expert in Insurance: Life, Health, Disability and Retirement


Available for your Consulting and Expert Witness Needs

California (CA)
USA
Education Work History Career Accomplishments Consulting Services Expert Witness

Summary of Expertise:

Listed with other top experts in: 

Expert has over twenty years of in-depth experience in the reinsurance area.

1) Expert's experience includes all forms of reinsurance including: automatic, facultative, yearly renewable term, coinsurance, modified coinsurance, etc. 2) He was the primary negotiator of reinsurance for two major life insurance companies for a total of 20 years. 3) He ensured that the reinsurance treaty language was appropriate for each arrangement. He had primary responsibility for the reinsurance treaty function for 10 years. 4) Expert had primary responsibility for reinsurance claims settlement for 10 years. 5) Expert served on the American Council of Life Insurance Reinsurance Sub-Committee in Washington, D.C. for six years; he was also on the Steering Committee for one year. 6) He created a Reinsurance Line of Business for a major insurance company. He marketed, priced, and wrote reinsurance treaties that resulted in very high rates of return. 7) He prides himself on writing agreements that were fair and clear to both parties; during his tenure there was never a treaty disagreement, let alone an arbitration. 8) Expert is a Fellow of the Society of Actuaries and therefore knows not only the financial structures of reinsurance treaties, but also the structures underlying the products reinsured. In this regard, he had managerial responsibility for actuarial pricing areas of individual life products for 20 years, including: Whole Life, Universal Life, Variable Universal Life, and Annuities. 9) He was a regular participant in Senior Management Discussions in Reinsurance Strategy Issues. Therefore, he is quite valuable as a Reinsurance Intermediary. 10) He is quite valuable as a Reinsurance Expert Witness or Reinsurance Arbitrator. Most reinsurance Treaties provide that Arbitrators have attained a rank of Vice President or above in a life insurance company, and Expert fulfills this requirement. Also, he is quite articulate with regard to Industry Issues. 11) The California Insurance Code regards actuaries as technical "experts."

Expert has over thirty years of in-depth experience in the insurance field.

1) He is a Fellow of the Society of Actuaries. 2) Actuaries are considered technical "experts" under the California Insurance Code. Since there are only approximately 7,500 actuaries with the designation "Fellow," they can be very important experts. 3) He was also a licensed life and health agent for over 10 years, so he knows the practical side of the life industry as well. 4) Expert has actuarial pricing expertise in many areas of product, including: Whole Life, Universal Life, Variable Universal Life, Annuities, Group Life, Group Health, and Group Dental. 5) He reviewed insurance and annuity contract language for over 20 years. 6) Expert has developed many insurance programs and knows how to present ideas to various publics. 7) Expert had primary responsibility for group pricing for over 10 years. 8) He has extensive experience in investments including responsibility for asset-liability management. 9) He was a former Officer at two life insurance companies.

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finite reinsurance

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facultative reinsurance

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treaty reinsurance

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reinsurance

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policy

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life insurance

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annuity insurance

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annuities

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health insurance

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dental insurance

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actuarial health care


Show Secondary and Basic Areas of Expertise
Localities:
Expert may consult nationally and internationally, and is also local to the following cities: Los Angeles, California;  San Diego, California;  Long Beach, California;  Santa Ana, California;  Anaheim, California;  Riverside, California;  Glendale, California;  Huntington Beach, California;  San Bernardino, California;  and Chula Vista, California.

Education:
Year   Degree   Subject   Institution   Honors
1975   BA   Mathematics   Pomona College, Claremont, CA   Magna Cum Laude, Phi Beta Kappa

Work History:
Years   Employer   Title  

1997 to 2007

 

Pacific Life Insurance Company

 

Vice President

 

1977 to 1997

 

Transamerica Life Companies

 

Assistant Vice President

 

Career Accomplishments:
Associations/Societies

Fellow of the Society of Actuaries Member of the American Academy of Actuaries

Licenses/Certifications

Fellow of the Society of Actuaries Member of the American Academy of Actuaries


Consulting Services:
Selected Consulting Examples:
  • Provided insurance expertise to an investment firm regarding insurance companies.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Expert provided many hours of depositions for a case involving corporate bonds in an insurance company dispute.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:
Other Skills and Services

He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.


 

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