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Specialties & Experience

General Specialties: Insurance and Legal

Specialty Focus: Life Insurance, Annuities, Insurance Product Design, Insurance Distribution Practices, Insurance Marketing Practices, Insurance Sales, Viatical Settlements, Senior Settlements, Retained Asset Accounts, Financial Services, Corporate Governance

Education: Juris Doctor, Columbia University School of Law; A.B. with Honors, College of William and Mary; Stanford Executive Program, Stanford Graduate School of Business; All But Thesis for Master of Liberal Arts, Stanford University

Years in Practice: 50+

Additional Information

I bring decades of business and legal experience in insurance and financial services to my expert assignments. I began my professional career as a trial lawyer at the Securities and Exchange Commission, and practiced corporate law in New York City before joining MetLife, where I held a variety of legal, planning and executive positions including Assistant General Counsel, VP for Corporate Planning & Development, VP for Investment & Fiduciary Services, Chief Brokerage Executive, and President & CEO of MetLife Marketing Corporation. My insurance-related experience spans corporate governance, insurance and securities regulation, diversification into auto, homeowners and reinsurance, new life insurance and annuity product development, inventing and creating the first retained asset account business, and creating new distribution systems. The 200+ person business I headed operated as a self-contained insurance company -- with its own actuarial, marketing, product development, sales, and underwriting teams, and profitably generated 15% of MetLife's new individual life and annuity premium by the time I elected to retire early. I have served as a consultant to leading insurance and financial services companies (including MetLife), and am the Founder & CEO of Advice Company, a pioneering Internet company whose websites (including provide legal and insurance information to 20 million consumers annually, and was Chairman of Incorporated which operated the leading independent home improvement website we sold in 2007. I currently am a member of Advocate Law Group P.C. and Chairman and Publisher of Advice & Counsel Newsletter. I also have chaired American Bar Association, New York City Bar Association and California State Bar committees, and currently chair the Life Insurance subcommittee of the California State Bar's committee which oversees a sponsored life program with member reserves in excess of $100 million.