Underwriter Insurance Claims Expert Witness

Provides Opinion & Testimony In:

Underwriter, Insurance, Broker, Claims, Pension Planning, Life Insurance, Securities, Financial Services, HIAA, Pension Planning, Finance, Accounting, Medical Misrepresentation, Conditional Receipt, Underwriting Guidelines, Death claims, misreprensentation of informa, contestable claims,Human life value,


Texas Tech University, BBA Finance & Real Estate. Served as a Teaching Assistant in the Insurance Department while in graduate school. Also attended Wayne State Teachers College, Wayne, Ne and Washburn University, Topeka, Ks.

HIAA I & II individual & group life insurance

Series 7, FINRA, Qualification Examination for General Securities Registered Representatives

Medical Corpsman United States Air Force

FALU, Fellow Academy of Life Underwriting. The Academy provides educational opportunities for professional underwriters and produces a series of four exams leading to the professional designation.

FLMI, Fellow, Life Management Institute. The FLMI is the world’s largest university-level education program in insurance and financial services. The program is a rigorous ten-course, professional program that provides a comprehensive business education in the context of the insurance and financial services industry.

CLU, Chartered Life Underwriter, is the most respected mark of insurance expertise. The designation is earned by completing 5 courses covering core insurance knowledge and 3 courses from a broad selection of elective courses.

Insurance Achievements

Available upon request.


Executive Officer, Springfield-Hartford Life Underwriting Association.
Board Member, Texas Association of Life Underwriters.
Kansas City Risk Selectors Club
Waco Chapter of CLU
CLU Gold Key member
Springfield Chapter CLU 25 year Service Cup
Institute of Home Office Underwriters
Association of Home Office Underwriters

Employment History

Expert has worked for many large and small life insurance companies for the past forty years. Expert started with Mutual of Omaha and most recently was a Senior Underwriter with A Company. In between, there were stops at Mass Mutual, American-Amicable and Executive Life just to name a few. Expert has been a Chief Underwriter and Claims Officer. Expert was a leading producer for A Company for Life and Health when he was a principal at Brokers “Tough Case” Clearing House.


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