Expert Sign Up
First name
*
Last name
*
Password
*
Confirm Password
*
Specialties
*
Auto Services
Beauty
Home Services
Insurance
Legal Services
Medical Services
Pet Services
Restaurants
Subspecialties
Phone #1
Phone #2
Email
*
Web addres
State
*
Choose...
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
City
Address
Zip
Description
Served as a consultant and/or testifying expert witness to national law firms and top lawyers in numerous pro-consumer cases, ranging from deceptive investment and insurance sales practices to unfair insurance claims handling (predominantly life and disability insurance and annuity cases). To date, these cases resulting in estimated $200 million plus of settlements, awards and judgments. Testified in state courts, before FINRA and arbitrations. Never disqualified or had opinions stricken. 1991 - present: Life and disability insurance agent. 2014 - present: Life & Disability Analyst. ARTICLES AND SPEAKING ENGAGEMENTS Articles (partial list) Featured in Forbes Magazine: “Sounding The Alarm On Indexed Universal Life Insuranceâ€Â, a consumer warning piece concerning complex premium financing and Indexed Universal Life insurance – September 23, 2020 Featured in Forbes Magazine: “Kill The Messengerâ€Â, an critique of investment advisors and products – December, 2008 Featured in Forbes Magazine: “Deferral Gamesâ€Â, an exposé on Private annuity Trusts – February 26, 2007 Interviewed by THE WALL STREET JOURNAL “'Structured Sales' Aim to Ease Tax Bite, but Returns Are Slim†March 22, 2007 Speaking Engagements 2022 – Wake Forest University, Center for Board Certified Fiduciaries – Fiduciary Best Practices For Insurance | Annuities (and contributor to course materials) OffshoreAlert 12th annual conference: foreign and domestic life insurance, Life Settlement scams and litigation techniques and legal theories Santa Barbara College of Law 2009 – 2012, numerous presentations to the SB Estate Tax Section on the topics of: Charitable Remainder Trusts, Private Annuity Trusts, foreign and domestic life insurance, Life Settlements, and annuity scams Various estate tax planning law firms August 2008 – present on the topics of: Charitable Remainder Trusts, Private Annuity Trusts, foreign and domestic life insurance, Life Settlements, and annuity scams.
Image
Already registered?
Register
