Provides Testimony In
Insurance Reinsurance, Insurance, Reinsurance, Third Party Administration, Risk Management
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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