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Insurance Reinsurance Expert Witness

Provides Opinion & Testimony In:

Insurance Reinsurance, Insurance, Reinsurance, Third Party Administration, Risk Management

Expert Witness No.2037

Missouri

Professional Experience

1989 to Present
A Private Benefit Services Company

Expert 2037 has 18 years experience in the employee benefits arena which include; health and life insurance, securities, reinsurance, Third Party Administration start-up and ongoing operations, marketing, consulting, product research and development.

Expert 2037 began a private group benefit services to provide employee benefit consulting for employers and other organizations.  These services include Plan Administration, insurance and reinsurance placement, consulting, product development for various plans, outsourcing services for other Third Party Administrators and managed care organizations, re-pricing services for PPO’s, and expert witness and litigation support services.

1986 to 1989
T.C. Enterprises.
Springfield, MO 65807
Marketing Firm
Field Supervisor

1982 to 1986
HL Hunt, Inc.
Houston, Texas
Restaurant Business
Manager

Education:

Trinity University
Business

Trinity University
Executive MBA

Licenses:

Health & Life Insurance Licenses for 13 states in the U.S.
Securities License, Series 7 and 63 CRD # Available upon request
Certificate of Authority to Act as a Third Party Administrator

Publications:

Authored Numerous Articles in the industry related to Reinsurance, Third Party Administration, and Risk Management

Professional Affiliations:

Registered Health Underwriter
Recognized by AM Best as “Insurance Expert Service Provider”
National Association of Securities Dealers
Insurance Expert Network

Industry Education

Preventing & Detecting Money Laundering 35_2 2nd edition

Advanced Variable Annuities

Advanced Customer Documentation Requirements

Fundamentals of Annuities

Types of Annuities in Today’s Marketplace

Uses for and income Taxation of Annuities

Estate & Gift Taxation of Annuities

Life Insurance and Private Annuities

United States Patriot Act of 2001

Future Focus 2006:  The Emerging Health Economy

Understanding the Suitability Concept

Mutual Fund Sales Practice

Regulatory Changes are Changing the Business Environment Ethics #20

Advanced Concepts in Anti-Money Laundering Compliance

Suitability Issues of Variable Annuities

Outside Business Activities

Needs Analysis

Annual Regulatory Compliance Exams

Annual Firm Element Compliance Exams

LifeTrac Network Course Approval # Available upon request (8 Credit Hours by the Minnesota Board of Nursing)

Anti-Money Laundering Update 2007

Advanced Suitability Issues (ELIADS)

Handling Customer Accounts (ELICHA)

The preceding courses were completed within the last 5 years.  A complete lists of all courses completed can be furnished upon request.

Other courses taken related to the following areas:
Pharmaceutical
Managed Care and Clinical Outcomes
Transplant Program Ethics and Requirements

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