Actuarial Expert Witnesses

Woodland Hills, California

Actuarial, Statistics - Actuary, Pension Plans, retirement plans, 401k plans, ERISA, IRS compliance, audits, pension consulting, life expectancy calculations, marital dissolution, employee benefits, personal injury, wrongful death, disability, loss of income, life estate values, insurance, annuities, executive plans

In the past 4 years I have completed about 50 expert witness cases, including personal injury, medical malpractice, wrongful death, economic damages, family law, life estates, ERISA. public pension plan participant values, insurance, annuities, disability, deferred compensation plans, and general litigation. My experience is that by providing attorneys with an expert witness report by a certified actuary, they can win larger claims for their client. I am listed on many of the expert witness directories, as well as on Google. My CV is attached. Professional affiliations include F.S.A, Fellow Society of Actuaries (highest education for an actuary), E. A. Enrolled Actuary, M. A. A. A Member American Academy of Actuaries, ASPPA American Society of Pension Professionals and Actuaries, NIPA National Institute of Pension Administrators, and past affiliation as F. C. A. Fellow of Conference of Consulting Actuaries. Prior Board Member for Conference of Consulting Actuaries and N...

TALLAHASSEE, Florida

Actuarial, Economics - Actuarial present values (PV), Defined benefit retirement plans, Public employee retirement plans, Divorce PV equitable distributions, Insurance life and annuity contract PV comparisons, Business PV contract calculations, Self-funded medical plan reserves, Pension plan benefit and compliance issues

Fellow Society Actuaries (FSA), Enrolled Actuary (EA), Member American Academy Actuaries (MAAA), Fellow Conference Actuaries (FCA), MS Mathematics, MA Economics. Extensive experience in retirement plan benefit calculations, present value determinations, divorce equitable distribution of pension benefits, Valuation of life and annuity insurance illustrations, self-funded medical plan reserves. Valuation of retirement plan benefits and compliance issues, Actuarial Present Value of contracts, public employee pension plan benefits. Recent assignments included the comparison valuation of two life insurance contracts based on annual gain/loss amounts discounted to the current age of the insured, valuation of a business purchase agreement based on PV of projected annual profits and expenses discounted using select and ultimate interest rates.

Delray Beach, Florida

Actuarial, Insurance - workers compensation, reserves, rate filing, self insurance, auto insurance, liability insurance, loss reserving, captive, insolvency , Rates, malpractice, pricing, rate filing

Hayden Burrus, FCAS, MAAA is an accomplished casualty actuary with decades of leadership experience in the insurance industry. Former President of Casualty Actuaries of the Southeast, Chief Actuary of publicly traded workers' compensation insurance company, actuarial experience at multiple insurance rating organizations (National Council on Compensation Insurance (NCCI) and Insurance Services Office (ISO)), Mr. Burrus is experienced with all sides of the insurance industry. HB Actuarial Services was incorporated in 2000 and we have taken on a wide variety of assignments, some of which are described below. Actuarial malpractice, Analysis of rate filings and form filings, Insurance company solvency, Regulatory support for insurance companies, Self-insurers, Rate filing submissions, Workers' compensation, Automobile liability, Prepaid legal services, and Homeowners' insurance. o Financial analysis of an insolvent insurer o Deposition regarding the rates and stacking practices of Uni...

New York, New York

Actuarial, Insurance - life reinsurance, Yearly Renewable Term rate increases, Recapture disputes, life reinsurance coverage issues, reinsurance manager underwriting authority disputes, life reinsurance regulatory issues, life insurance securitization, financial reinsurance, surplus relief, administrative reinsurance

Over 45 years of experience in life (re)insurance practice. Created and ran a reinsurance acquisition division for Fortune 250 company. Managing Director working on life insurance securitizations for a major investment bank. Company roles have included senior officer in charge of reinsurance pricing and/or valuation. Actively lobbied insurance regulators on life reinsurance issues and was chief life reinsurance industry company lobbyist when chair of the American Council of Life Insurers’ Reinsurance Committee from 1999-2000. Chair of the Reinsurance Section of the Society of Actuaries and Chair of a reinsurance committee at the Academy of Actuaries. Chair of task forces that wrote an actuarial standard on life, annuity, and health reinsurance financial reporting and a second that wrote a practice note on credit for reinsurance. Author of the reinsurance chapter in the Society of Actuaries textbook “International Financial Reporting for Insurers.” Experience includes over a dozen ca...

Binghamton, New York

Economics, Actuarial - Economic Damages, Economic Loss Valuation, Life-Care Plans Valuations, Valuation of Wrongful Death, Pension Valuation, Forensic Economics, Forensic Economist, Valuation of Personal Injury

John E. Beauzile is a Columbia University-educated actuarial analyst. He has experience working with businesses, consulting firms, and legal firms. Mr. Beauzile has submitted 800+ expert reports before the United States District Court for the Southern District of New York.

Charlotte, North Carolina

Insurance, Actuarial - Annuities, IUL, Life Insurance, Variable Annuities, Indexed Annuities

Fellow of the Society of Actuaries with 40 years of experience in life insurance and annuities. Former CFO (2010–2013) and President & CFO (2013–2017) of Forethought Life Insurance Company, and President of Commonwealth Life and Annuity Company (2003–2009), overseeing companies with $5B+ in assets. Expert in life insurance and annuity product design, executive governance, and regulatory compliance, having designed or supervised 25+ products, including Indexed Universal Life, Variable Life, Fixed Annuities, Indexed Annuities, and Variable Annuities. Extensive experience with all 50 state regulatory filings, federal litigation, and board-level oversight. Testified as a company witness in federal litigation (U.S. District Court, Chicago 2004). Current privately owned annuity company board director, Audit Committee member, and Investment Committee chair.

Austin, Texas

Insurance, Health Informatics - Actuary, Actuarial, Health Insurance, Medicare, Finance, Medigap, Medicare Advantage, Medicare Supplement

I am a health actuary with over 20 years of experience. I am a Fellow of the Society of Actuaries (FSA), and a member of the American Academy of Actuaries (MAAA). Most of my work experience is related to Medicare, but I know the general health insurance industry and can work on a variety of insurance-related topics. I am an excellent public speaker and writer. I can easily translate the complex topics of my work to a non-technical audience and have an approachable countenance. I worked for three major health insurance carriers for a total of 18 years before launching my own consultancy to work on a variety of health-related projects in 2024. I greatly enjoy the variety of projects I am exposed to as a consultant. I look forward to serving as an expert witness, as it will give me the opportunity to explore even more health insurance topics, and lend my expertise in legal cases. I am good at explaining technical concepts in reports, talking about the concepts of my work to peo...

Houston, Texas

Insurance, Actuarial - P&C, L&H, reinsurance, insurance agency standards, insurance underwriting, insurance archaeology, bad faith, actuarial, property & casualty insurance, life & health insurance, risk management, insurance broker standards

Robert Hughes Associates, established 1979, is a group of insurance experts with a wide range of experience and backgrounds -- former insurance company executives, agents, brokers, underwriters, Workers Compensation specialists, D&O and E&O expertise, risk managers, claims managers, adjusters, actuaries and captive management specialists. Degrees include Masters and PhDs. Certifications include CPCU, RPLU, RF, ACE, ACAS, MAAA, CLU, CEBS, FCAS, SCLA, ChFC, RHU, LLIF, CRPS, FLMI, and CSSC. Robert Hughes Associates is an internationally recognized insurance, risk management and actuarial consulting company.