22 Life/Health Insurance Expert Witnesses Found

Results Sorted Below by State

Neal Bordenave, JD, CPCU, RPLU, ARM, AIC RiskPro Insurance Services, Inc.

Arizona
Insurance, Insurance - Broker/Agent Standard of Care, Bad Faith, Insurance Industry Customs and Practices, Property & Casualty, Life, Annuities, Excess & Surplus, Managing General Agent, Health, Surety, Professional Liability, Underwriting, Claims Practices,
More than 35 years experience in the insurance industry. President/CEO of RiskPro Insurance Services, Inc., Professor of Risk Management and Insurance at California State University Chico (Retired 2022) Established Expert Witness Practice in 2009. As of January 2023, more than 400 retentions and testifying in Deposition, Trial and Arbitration more than 100 times. Education includes Juris Doctor (JD), BS Business Administration/Finance. Chartered Property Casualty Underwriter (CPCU) Registered Professional Liability Underwriter (RPLU) Associate in Risk Management (ARM) Associate in Claims (ARM) Primary States for expert work include, California, Arizona, Nevada, Oregon, Washington, Utah, Colorado and Texas

David R. Mitchell, CPCU, CIC, MBA, MA.HR, SPHR, SHRM-SCP Ideal Insurance Agency

Surprise, Arizona
Insurance - insurance standard of care, insurance coverage, insurance bad faith, workers compensation, human resources, property and casualty insurance, life insurance, health insurance, disability insurance, long term care insurance, cyber insurance, auto insurance, home insurance, business insurance
David has been a licensed practicing insurance producer for 39 years. He understands the reasonable care, skill and diligence from not only academia but experience. He has been an insurance agency owner for 37 years. To date he has consulted in over 50 court cases as a consultant/expert. His consultant/expert work is split at about 45% Plaintiff and 55% Defense. David has testified in several depositions and at jury trial with a successful outcome. David is a CPCU. In addition, he has been a Certified Insurance Counselor since September of 1992. The Family Agency in which he is a partner has won both community and industry awards. David has reviewed the Arizona State Licensure Exams since 1998. He has taught various insurance courses through The National Alliance since 2002. He has taught several continuing education courses in Arizona. Since 2002 he has taught various business courses collegiately....

Advisors / Experts @MCS Associates National Expert Witness/Consulting Group

Tustin, California
Real Estate, Insurance - Residential, Commercial, Industrial, Construction, SBA, Lending, Appraisal, RESPA/TIL, Broker standards, Escrow, Title insurance, Leasing, Property management, Foreclosure, Agent/Broker duties, Insurance underwriting, Claims, Bad faith, Life, Health, Disability, Property/Casualty, Reinsurance, etc.
MCS Associates (established 1973) is a nationwide specialist expert witness and litigation consulting group that concentrates in seven key areas:  Banking and Lending  Securities & Investments  Investment Banking & Finance  Financial Services  Insurance  Real Estate  Damages, Economic Analysis & Forensic Accounting Our company takes greater pride and care in identifying and selecting the right experts with the specific specialized expertise needed for each assignment, and we undertake expert witness assignments throughout the United States....

Neal Bordenave, JD, CPCU, RPLU, ARM, AIC RiskPro Insurance Services, Inc.

California
Insurance, Insurance - Broker/Agent Standard of Care, Bad Faith, Insurance Industry Customs and Practices, Property & Casualty, Life, Annuities, Excess & Surplus, Managing General Agent, Health, Surety, Professional Liability, Underwriting, Claims Practices,
More than 35 years experience in the insurance industry. President/CEO of RiskPro Insurance Services, Inc., Professor of Risk Management and Insurance at California State University Chico (Retired 2022) Established Expert Witness Practice in 2009. As of January 2023, more than 400 retentions and testifying in Deposition, Trial and Arbitration more than 100 times. Education includes Juris Doctor (JD), BS Business Administration/Finance. Chartered Property Casualty Underwriter (CPCU) Registered Professional Liability Underwriter (RPLU) Associate in Risk Management (ARM) Associate in Claims (ARM) Primary States for expert work include, California, Arizona, Nevada, Oregon, Washington, Utah, Colorado and Texas

Frank M Campbell, CLU, ChFC Stratus Financial Partners

Riverside, California
Insurance, Financial - Life Insurance, Annuity, Annuities, Suitability, Lapse, Life Settlement, Renewal, Conversion, Estate Planning, Disability Insurance, Long Term Care Insurance, Bad Faith, Beneficiary, trusts, STOLI, TOLI, Standard of Care, Expiration, Misrepresentation, Life/Disability Analyst, Broker, Agent
Expert in Whole and Term Life, Disability and Long-Term Care Insurance as well as variable and fixed annuities. 30+ years’ experience as a high-producing agent with a Fortune 500 insurer. Past Life & Qualifying Member of Million Dollar Round Table – a trade group of top insurance producers. Chartered Life Underwriter. Chartered Financial Consultant. Licensed Life and Disability Analyst. Has reviewed and analyzed hundreds of insurance policies for issues such as suitability, expiration, beneficiaries, conversion, termination, reinstatement, value, and health of the insurer.

Bernard J Katz, MD, MBA UCLA Health

Santa Monica, California
Family Medicine, Geriatrics - family medicine, primary care, general medicine, general medicine, urgent care, managed care, utilization management
...I have vast experience in managed care, providing utilization review for health plan beneficiaries under HMO insurance. My clinical practice includes pediatrics, adult medicine, and geriatric medicine, and includes office gynecology, sports medicine, office surgical procedures, chronic care management. I am medical director for a community hospice, providing home hospice care to patients at end of life. In addition, I have experience with occupational health and have been a medical review officer from 2018-2023. I also have a radiology supervisor's license for in-office radiographs.

JON-ERIC L KRONVALL Esoteric Advisors

San Luis Obispo, California
Securities & Investments, Banking - RIA, Broker Dealers, Banking, Lending, Estates, Trusts, Fiduciary, Securities, Crypto & Specialty Assets, Reg BI, Accredited, International, Firm Practice, Regulatory, Risk Management, 1031/DST, Complex Insurance Plans, FINRA, OCC, SEC, Forensic, Fraud, Human Resources, Case Strategy, Supervision.
...My functional areas of oversight included consumer and business loan portfolios, insurance and investment partners, and various other business lines of production. In my capacity as a Wealth Manager, I managed a credit, investment, and fiduciary portfolio valued at over $5 billion in assets. The revenues generated by these relationships amounted to over $3 million dollars annually. I have successfully collaborated with regulatory agencies, law enforcement, and multinational entities on cross-border matters. As an entrepreneur, I have established several consulting firms serving both consumers and businesses. Furthermore, I take pride in my accomplished public speaking skills, honed over eight years of competitive speech and debate. Hold Series 7 and 66. Practicing Investment Advisor Representative. California Real Estate, Health, Life, and Disability Licenses. Voting Member of the Securities Experts Roundtable (SER)....

David E. Pilcher, CPCU, ARM, AIC, AAI David E. Pilcher, CPCU, ARM, AIC, AAI

Monrovia, California
Insurance, Risk Management - Workers Compensation, General Liability insurance, Personal and Commercial Lines, Errors and Omissions Casualty Claims, Bad Faith, Risk Management / Loss Control, Coverage and/or Contractual Disputes, Employer Practices Liability, Wage and Hour Disputes, and other Casualty issues.
I offer over 35 years of strong technical background and multiple-line experience in personal and commercial casualty insurance including auto, general liability, and workers' compensation. I am the former Risk Manager of Fullerton School District, (enrollment of 13,554 students and approximately 1500 classified and certificated personnel on 22 sites), assuming overall responsibility for the administration of the district’s property, liability, and self-insured workers’ compensation programs and the employee health and welfare benefits programs. I have served on the Risk Management and Threat Assessment Advisory Board for Cal State Fullerton University Extended Education Program and have previously served as a Management Trustee for the Metropolitan Employee Benefits Association and on the Alliance of Schools for Cooperative Insurance Programs (ASCIP) Loss Control Committee....

David P. Kalin, MD, MPH The Healthplace Center for Disability & Independent Medical Evaluations

Oldsmar, Florida
Family Medicine, Disability Evaluation
Since 1992, with the establishment of THE HEALTHPLACE CENTER for Disability and Independent Evaluation those suffering from Medical/Legal confusion have been offered comprehensive medical evaluation with effective translation of medical problems for the swift resolution of legal, governmental and insurance issues dealing with long-term disability/life care planning, personal injury, medical malpractice, environmental exposure, Workers’ Compensation, PIP Social Security and Emergency Medical Condition. Masters in the Science of Public Health Fellow American Academy of Family Physicians Certified Independent Medical Examiner LlCENSE: Florida ME003624 North Carolina 58382 NPI 1821091406 DR. KALIN specializes in complex case apportionment, assists in blocking cases for anticipated litigation, evaluates for future medical expenses and is available for consultation. DR....

Mike M. Pappas, DO

Florida
Physical Medicine & Rehab, Pain Management - Medicine - Nursing Homes, Life care planning, Physical medicine and rehabilitation, Pain management, Traumatic brain injury, TBI, Spinal cord injury, amputations, complex regional pain syndrome, CRPS, IME, Pharmaceutical review, Herniated discs
Life care planning, Physical Medicine and Rehabilitation, Pain Management Testifying and treating physician for catastrophic injuries involving Future Care, Permanency, Causation, and Life expectancy for both defense and plaintiff firms. Mild/severe Traumatic Brain Injury, Amputations, Burns, Multi-trauma, Orthopedic injuries, Chronic pain, Complex Regional Pain Syndrome, Pressure ulcers, Joint replacement complications, Peripheral nerve injuries, Cervical and Lumbar Spine Injuries. Licensed physician in NY in practice and board certified in Physical Medicine and Rehabilitation. Experienced Medical Expert. Clinical instructor at Mount Sinai Medical Center with over 15 years experience. 15 plus years of experience in sub acute facilities/skilled nursing facilities overseeing the rehabilitation of Spinal Cord injuries, Traumatic Brain Injuries, Amputations, Joint Replacements....

Rick Bingham Glynloen Insurance Consulting

Alexandria, Kentucky
Insurance, Risk Management - bad faith, claims, claim handling, reserves, bad-faith, unfair claims settlement practices; third party administrator, reinsurance, notice, asbestos, extra contractual; receivership, claims management, liquidation, environmental, property and casualty, reserve adequacy, market conduct examination
...As a seasoned senior level Insurance, Reinsurance, Regulatory and Run-Off Practitioner with 4 decades of industry, consulting, and receivership experience, Mr. Bingham possesses a demonstrated ability to analyze complex insurance-related matters in fast paced and evolving environments. Mr. Bingham’s credentials as subject matter expert have been accepted in both state and federal courts across the country. Mr. Bingham has demonstrated an understanding and command of claims handling practices, reinsurance policies, and regulatory and run-off issues of the highest complexity. His wealth of experience in the handling of claims, claims management, regulatory compliance, drafting expert reports, and testifying in complex litigation have made him an asset to businesses and attorneys throughout the United States. As a past recipient of the Certified Insurance Receiver – Multiple Lines designation, Mr....

Charles W. Bowden, CLU, ChFC FSP

Smithville, New Jersey
Insurance, Financial - Life Insurance, Health Insurance, Disability Insurance, Financial Planning, Life Insurance Funding, Policy Valuation
Following graduation from Lehigh University, Charlie entered the insurance industry as an Employee Benefit Specialist. In addition to his thirty plus years of experience, he has achieved both industry recognized designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). As a Qualified Continuing Education Instructor, he teaches other licensed insurance professionals about the changing structure of the income and estate tax code, and planning strategies. Additionally, Charlie uses his experience to provide expert testimony in State and Federal Court. Charlie is a member of the Society for Financial Service Professionals, as well as a past member of their Board Authority of Directors. He maintains registration with the Financial Industry Regulatory Authority (FINRA). He is an investment Advisor Representative (IAR). As of August 2022 Retired as a Register Representative but am maintaining all insurance licensing.

Michael D. Leibowitz, MD, C.M.D. Advanced Pain Medicine and Rehabilitation, PC

Roslyn Heights, New York
Physical Medicine & Rehab, Geriatrics - Catastrophic Injuries, Complex Regional Pain Syndrome, Reflex Sympathetic Dystrophy, Personal Injury, Trauma, Pressure Ulcers, Nursing Home, Life Care Planning, Neurology Disorders, Orthopedics non-surgical, Spinal Disorder/Injury, Spinal Cord Injury, Brain Injury, Pain Management-Medicine
...Medical Malpractice, Disability Claims Disputes, Disability Insurance, Life Care Planning, Personal Injury, Motor Vehicle Accidents, Peer Reviews, Utilization Reviews, Managed Care, Health Insurance Claims, Industrial Accidents, Workers' Compensation, Product Liability, Independent Medical Examinations, IME

Mike M. Pappas, DO

Astoria, New York
Physical Medicine & Rehab, Pain Management - Medicine - Nursing Homes, Life care planning, Physical medicine and rehabilitation, Pain management, Traumatic brain injury, TBI, Spinal cord injury, amputations, complex regional pain syndrome, CRPS, IME, Pharmaceutical review, Herniated discs
Life care planning, Physical Medicine and Rehabilitation, Pain Management Testifying and treating physician for catastrophic injuries involving Future Care, Permanency, Causation, and Life expectancy for both defense and plaintiff firms. Mild/severe Traumatic Brain Injury, Amputations, Burns, Multi-trauma, Orthopedic injuries, Chronic pain, Complex Regional Pain Syndrome, Pressure ulcers, Joint replacement complications, Peripheral nerve injuries, Cervical and Lumbar Spine Injuries. Licensed physician in NY in practice and board certified in Physical Medicine and Rehabilitation. Experienced Medical Expert. Clinical instructor at Mount Sinai Medical Center with over 15 years experience. 15 plus years of experience in sub acute facilities/skilled nursing facilities overseeing the rehabilitation of Spinal Cord injuries, Traumatic Brain Injuries, Amputations, Joint Replacements....

Jeremy Starr, FSA. MAAA Jeremy Starr Consulting LLC

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.”...

Daryll W. Martin, JD, MBA Percipient Resources, Inc.

Pittsboro, North Carolina
Insurance - Life & Health Insurance, Property Insurance, Directors & Officers, Insurance, Insurance Agent/Broker Liability, Insurance Bad Faith, Insurance Coverage, Insurance Wholesale Broker/MGA Liability, Insurance Claim Disputes, Insurance Coverage Disputes, Insurance Agent/Broker Duties
Unique Professional Experience as Lawyer, and as an Insurance Broker and Insurance Brokerage Executive: * Over 30 years of combined insurance brokerage executive and senior corporate counsel experience; * Over 20 years of executive management experience with international, large regional, and financial institution owned insurance brokerages; and, * 11 years of senior in-house litigation case management experience handling multiple billions of dollars in case exposures in nearly every state and throughout the world, for two of the largest international insurance brokers, in addition to handling regulatory compliance, contract negotiations, and employment matters Broad Coverage Experience: Property & Casualty; Employee Benefits/Life & Health (qualified and non-qualified); D&O/Employment Practices Liability/Fiduciary; Property/Business Interruption/Boiler & Machinery/Inland & Ocean Marine; and, Casualty: General Liability/Professional Liability/Workers Compensation/Umbrella/Excess....

Neal Bordenave, JD, CPCU, RPLU, ARM, AIC RiskPro Insurance Services, Inc.

Bend, Oregon
Insurance, Insurance - Broker/Agent Standard of Care, Bad Faith, Insurance Industry Customs and Practices, Property & Casualty, Life, Annuities, Excess & Surplus, Managing General Agent, Health, Surety, Professional Liability, Underwriting, Claims Practices,
More than 35 years experience in the insurance industry. President/CEO of RiskPro Insurance Services, Inc., Professor of Risk Management and Insurance at California State University Chico (Retired 2022) Established Expert Witness Practice in 2009. As of January 2023, more than 400 retentions and testifying in Deposition, Trial and Arbitration more than 100 times. Education includes Juris Doctor (JD), BS Business Administration/Finance. Chartered Property Casualty Underwriter (CPCU) Registered Professional Liability Underwriter (RPLU) Associate in Risk Management (ARM) Associate in Claims (ARM) Primary States for expert work include, California, Arizona, Nevada, Oregon, Washington, Utah, Colorado and Texas

Garson M Caruso, MD, MPH, CLCP, CMLE Garson M. Caruso MD, MPH, PA

Mechanicsburg, Pennsylvania
Occupational Medicine, Life Care Planning - Custom Life Expectancy Determination, Physician Life Care Planning, Impairment Evaluation, Disability Evaluation, Workers Compensation, Drug Testing, Medical Review Officer (MRO), Fitness for Duty, Medical Direction, Onsite Worker Health and Wellness Clinics, Physician Extender Supervision
• Board Certified Occupational Medicine Physician and Certified Life Care Planner with expertise in Custom/Individualized Life Expectancy Determination • MPH at Johns Hopkins Bloomberg School of Public Health; Occupational Medicine Residency at University of Pennsylvania; Additional training at American Academy of Insurance Medicine • Fellow, American College of Occupational and Environmental Medicine (ACOEM) and International Academy of Independent Medical Evaluators (IAIME) • Broad background in consulting, medical direction, and occupational health services for organizations including AmTrust North America, Bechtel, Bell & Evans, Dean Foods, Johns Hopkins Medical Institutions, Lockheed Martin, The New York Transit Authority, PepsiCo, Service Employees International Union, and the US Department of State and Federal Motor Carrier Safety Administration • Extensive experience with supervision of physician extenders (nurse practitioners and physician assistants) in onsite occupational health...

Madeline I Maysonet Scavo, Psy.D Dr Maysonet Clinical & Forensic Psychology Firm PLLC

Allentown, Pennsylvania
Psychology, Forensic Psychology - PTSD, Trauma, Psychological Autopsy, Suicide Prevention & Risk Assessment, Clinical/Forensic Evaluations, IME, Disability, Compensation, Personal Injury, Fitness for Duty, Inspections, Audits, Investigations, Threat Assessment & Management, Workplace Violence, Malpractice, & Evaluative Mediation.
...She has been the subject matter expert and consulted in cases related to: Psychological Autopsy Investigation (completed suicide) Correctional standard of care Audits/Reviews/Investigation of Correctional Suicide Prevention Programs Competence Evaluation Suicide Risk Assessment Post Traumatic Stress Disorder Compensation Social Security Disability Personal Injury Fitness for Duty Pre-surgery Lethal Weapon Training Act 235 SPECIALIZED TRAINING Postgraduate Certificate in Forensic Psychology National Threat Evaluation and Reporting Master Trainer (NTER) Virginia Adult Forensic Evaluator Psychological Autopsy Investigator National Certified Investigator & Inspector Training (NCIT Specialized Program) Labor & Employment Relations SERVICES Psychological & Forensic Evaluations Threat Assessment & Management Competence Evaluation Reasonable Accommodations Compensation Claims Disability Claims Files Reviews Malpractice / Liability Life Care Planning Presurgical Psychological...

Jamie Jacoby, CPA, MBA Abacus Analytics

Menard, Texas
Medical Billing - Medical Costs, Medical Billing, Chargemaster Analysis, Healthcare Finance
.... • Represented AIG/American General selling life insurance, annuities and mutual funds. • Sales representative for MEMdata from Sept. 2001 to January 2004. Chief Executive Officer/Chief Financial Officer 9/2000 to 8/2001 Coleman County Medical Center Coleman, TX • Implemented policies of Coleman County Medical Center District. • Worked closely with elected seven member board. • Managed 42 bed acute care hospital, annual revenues of approximately $7M. • Directed 110 FTE's as District employees. Administrator 6/1997 to 8/2000 Kimble Hospital Junction, TX • Implemented policies of Kimble County Hospital District, and its seven members elected board. • Converted the hospital to critical access status to ensure future viability. Fifth hospital in Texas to convert. • Managed 15-bed acute care hospital; two rural health clinics and home health agency. • Supervised fifty-five employees. • Continued duties of Assistant Administrator position listed below.

Robert Hughes Associates, Inc.

Richardson, 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, with membership in the Academy of Experts (London), Fellow of the Institute of Directors (London), and Tribunalized at Lloyd’s of London.

Sarah A Martin Froedtert and Medical College of Wisconsin

Monona, Wisconsin
Emergency Medicine, Emergency Medical Services - Toxiciology, Acute Care, Critical Care, Airway Management, Urgent Care, Vetrans Care, Ultrasound, Telemedicine
I am a dedicated physician that works with all facets of the community at large to achieve optimal high-quality, evidenced based health care is a sustainable manner. My work involves both the civilian and veteran populations, pediatric and adult patients, as well as integrating care and communications across all levels of administration, management in addition to other physician and advanced practitioner, as there is continuous collaborating for the best patient outcomes. Educating residents and medical students as well as advance practitioners and scribes is also part of my daily practice. I am a life longer learner and enjoy the rigors of keeping up to date on current practices. Part of every practice is EMR, which I am well versed in and interface with multiple systems. Daily, I performing quality improvement and reviewing quality assessments in care....