Expert Details
Insurance, Life Insurance, Insurance Coverage, Insurance Best Practices, Financial Preparedness
ID: 725551
California, USA
Expert’s writings include blog Posts & articles and he served as a technical editor for magazines. Expert has had multiple media appearances.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1986 | Degree: Bachelor of Science (B.S.) | Subject: Finance | Institution: California State University at Chico |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 1995 to Present | Employer: Undisclosed | Title: Life Insurance Sage, Author, Speaker & Consultant | Department: |
Responsibilities:He is a nationally recognized expert on life insurance from both a consumer perspective and advisor perspective. |
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| Years | Employer | Title | Department |
| Years: 1987 to 1995 | Employer: Acordia Lloyd Insurance Services | Title: Assistant Vice President | Department: Life Insurance Department |
Responsibilities:He was a life insurance sales consultant and oversaw life insurance sales. |
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| Years | Employer | Title | Department |
| Years: 2012 to Present | Employer: Undisclosed | Title: Director of Financial Preparedness | Department: |
Responsibilities:Available upon request. |
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Government Experience
| Years | Agency | Role | Description |
|---|---|---|---|
| Years: 2010 to Present | Agency: California Department of Insurance | Role: Member: Curriculum Board | Description: Members of the Curriculum Board are appointment by the State Insurance Commissioner and oversee Licensing & Education for Agents & Brokers in the State of California |
Career Accomplishments
| Associations / Societies |
|---|
| SFSP - Society of Financial Service Professionals; PPP - Partnership on Planned Philanthropy; NCPGC - Northern California Planned Giving Council |
| Licenses / Certifications |
|---|
| LA - California (DOI) - Life and Disability Insurance Analyst CLU - Chartered Life Underwriter |
| Professional Appointments |
|---|
| Member: California Department of Insurance: Curriculum Board; Member: St. Joseph's Elementary School Advisory Board; Member: Lucille Packard Children's Hospital Foundation Advisory Council; Past President (and Regional Liaison)- San Francisco Chapter - SFSP Past President - Northern California Leading Life Producers Past Director - San Francisco NAIFA (National Association Insurance & Financial Advisors) |
| Awards / Recognition |
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| Expert has received the EIFLE (Excellence in Financial Literacy Award- Risk Management Category) from the IFL (Institute on Financial Literacy). Forbes has named Expert's book as 1 of 9 great investment books. |
| Publications and Patents Summary |
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| Expert has written an acclaimed full-length "toolbook" regarding a variety of aspects of life insurance. He has also written numerous articles and has been Technical Editor for three other Finance and Investment books. |
Additional Experience
| Expert Witness Experience |
|---|
| He has consulting experience on 5-10 cases. |
| Training / Seminars |
|---|
| He has developed and written approximately 10 continuing education courses on life insurance related topics. He has also moderated continuing education courses for the Life Underwriters Training Council (LUTC) and the Society of Financial Service Professionals (SFSP). |
| Vendor Selection |
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| Expert has worked with a number of insurance companies and vendors. He is a good resource in assisting in finding the right resources to help with a producer's practice. |
| Marketing Experience |
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| Expert is an author and speaker who is nationally recognized in the life insurance field. |
| Other Relevant Experience |
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| He is a frequently consulted expert on life insurance in the media. He is an expert at analyzing an existing or proposed life insurance policy and uses financial analytics to review policies (these include present value and internal rate of return calculations). |