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 Expert  727494

Expert in Equity Indexed Annuities, Fixed Annuities, Life Insurance

Available for your Consulting and Expert Witness Needs

Iowa (IA)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

With more than 25 years of experience developing, writing and presenting Annuity and Indexed Annuity training programs to thousands of insurance agents, Expert "Pete" Expert has a unique ability to communicate the finer points of insurance products. In fact, Expert was one of the few providers approved by the Iowa Department of Insurance to present a mandated four-hour training course for agents selling Indexed Annuities.

Understanding every aspect of annuities and indexed annuities is key to Expert's expertise. Not only has he sold annuities and indexed annuities, he has purchased and owns several indexed annuities, and has also trained agents to sell these products the right way. His skills as a former classroom instructor and his Midwest background serve Expert well in a training environment or a one-on-one interview. In this way, Expert has the rare ability to communicate complex information in easy-to-understand language.






annuity insurance

Expert has trained many insurance agents in the area of life insurance for individuals and business. Approved by several states as a provider of continuing education for the licensed insurance professional, Expert has written and presented several self study courses. Expert offers extensive knowledge of all types of life insurance, including the secondary guaranteed contracts available today, and credits his expertise to more than 30 years in the profession both training agents, and selling various insurance products himself.

Expert received his Chartered Life Underwriter designation in 1983 from The American College, Solomon S. Huebner School. Prior to this academic certification Expert completed all of the training courses offered by New York Life Insurance Company, and has been in this profession for 33 years.


life insurance


life insurance claim


insurance claim

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Des Moines, Iowa;  Waterloo, Iowa;  Council Bluffs, Iowa;  and Ames, Iowa.

Year   Degree   Subject   Institution   Honors
1973   MS   Secondary School Administration   Northwest Missouri State   Graduated with a perfect 4.0 GPA
1967   BS   Biology and Chemistry Education   Mankato State College  
1965   AA   General Studies   Emmetsburg Junior College   The Joe Grace Award
1963   High School Diploma   College Prep.   Emmetsburg High School   All Conference and All Northwest Iowa Football

Work History:
Years   Employer   Title   Responsibilities

2008 to




General Agent Brokerage Division


Expert is responsible for helping Expert's Firm agents understand the products that were acquired from his company, Expert Consultants, Inc., in 2008.

1988 to 2008


Expert Consultants, Inc.


President and CEO


As owner and founder of Expert Consultants, Inc., Expert recruited and trained independent agents to sell Life and Annuity products through a variety of markets and with several different carriers.

1986 to 1988


National Travelers Life


VP of Marketing


Expert was hired to develop a new distribution system through a downstream subsidiary called ATAC.

1982 to 1986




Regional Sales Manager


Expert was tasked with recruiting, training and assisting property casualty agents in the sale of life insurance and annuities.

1976 to 1982


New York Life Insurance Company


Agent/Assistant Manager


As an agent, Expert approached insurance prospects and presented various insurance programs to fit their needs.

1973 to 1976


Union Whitten Community Schools


Junior and Senior High School Principal


Expert was tasked with student discipline, curriculum development, classroom schedules, athletic event scheduling, teacher development and evaluation (including hiring and firing)

1967 to 1973


Laurens Community Schools


High School Teacher


Expert taught high school Biology and Chemistry.

Career Accomplishments:

Expert was a member in good standing of the Nebraska, Omaha, and National Life Underwriters Associations from 1976 to 1984. After starting his own company, Expert was a member of the NASB.


Expert earned the designation of CLU in 1982.


Expert earned the distinction of Centurion with New York Life Insurance Company in 1977. He earned several production awards as an agent with New York Life from 1976 to 1978. Expert was honored as New Regional Sales Manager of the year in 1985 by INA.

Publications and Patents Summary

He has written ten self-study manuals for Insurance continuing education credits for Life and Annuity agents.

Consulting Services:
Selected Consulting Examples:
  • Working as a consultant for Neal Conover at Northwest Bank in Spencer, Iowa, Expert developed a non-deposit marketing program which allowed the bank to sell non-traditional bank products to their customers. 1989-1990
  • Expert developed an annuity marketing program for the Statesman Group. He trained licensed bank employees to market annuities to their customer base using the Capital Transfer technique. 1990-91
  • Expert consulted with attorneys at Krass Monroe, a law firm in Minneapolis, regarding life insurance. 2008
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 offers a high level of academic knowledge, but more importantly, he has a wealth of real-world experience. He is able to present complex information in an easy-to-understand, conversational style.
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.

Market Research:
Expert understands the issues facing the providers of Indexed Annuity Products. Unfortunately, he has also witnessed some very poor marketing and very unsuitable sales practices from some in the Annuity and Insurance industry. Expert has worked with a number of consumers and agents to try to bridge the gap of misunderstanding between the two groups.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

Expert has developed more than thirty distinct Continuing Education courses for insurance professionals, and has personally instructed thousands of agents. His training courses are approved by the State of Iowa.

Supplier and Vendor Location and Selection

In developing his self-study and classroom courses, Expert reaches out to many sources for his background and research data, using the internet to seek out experts in various fields of study that he can use in his own course development.

Other Skills and Services

Expert brings a skill set that has been developed though a variety of experiences -- both academic and through real-world, face-to-face contact with consumers of insurance products. He has worked with and trained thousands of professional insurance agents.


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