Expert Details

Expert in Insurance: Life, Health, Disability and Retirement

Expert ID: 726998 California, USA

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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.

Provided insurance expertise to an investment firm regarding insurance companies.

Education

Year Degree Subject Institution
Year: 1975 Degree: BA Subject: Mathematics Institution: Pomona College, Claremont, CA

Work History

Years Employer Title Department
Years: 1997 to 2007 Employer: Undisclosed Title: Vice President Department: Undisclosed
Responsibilities:
Available upon request.
Years Employer Title Department
Years: 1977 to 1997 Employer: Undisclosed Title: Assistant Vice President Department: Undisclosed
Responsibilities:
Available upon request.

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

Additional Experience

Expert Witness Experience
Expert provided many hours of depositions for a case involving corporate bonds in an insurance company dispute.
Other Relevant Experience
He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.

Fields of Expertise

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