Specialties & Experience of this Expert Witness

Additional Information

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 Insurance”, a consumer warning piece concerning complex premium financing and Indexed Universal Life insurance – September 23, 2020 Featured in Forbes Magazine: “Kill The Messenger”, an critique of investment advisors and products – December, 2008 Featured in Forbes Magazine: “Deferral Games”, 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.