Expert Details
Insurance, Life Insurance, Insurance Coverage, Insurance Best Practices, Financial Preparedness
ID: 725551
California, USA
Expert’s writings include blog Posts & articles and he served as a technical editor for magazines. Expert has had multiple media appearances.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1986 | Degree: Bachelor of Science (B.S.) | Subject: Finance | Institution: California State University at Chico |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 1995 to Present | Employer: Undisclosed | Title: Life Insurance Sage, Author, Speaker & Consultant | Department: |
Responsibilities:He is a nationally recognized expert on life insurance from both a consumer perspective and advisor perspective. |
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| Years | Employer | Title | Department |
| Years: 1987 to 1995 | Employer: Acordia Lloyd Insurance Services | Title: Assistant Vice President | Department: Life Insurance Department |
Responsibilities:He was a life insurance sales consultant and oversaw life insurance sales. |
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| Years | Employer | Title | Department |
| Years: 2012 to Present | Employer: Undisclosed | Title: Director of Financial Preparedness | Department: |
Responsibilities: |
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Additional Experience
| Expert Witness Experience |
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| He has consulting experience on 5-10 cases. |
Career Accomplishments
| Associations / Societies |
|---|
| SFSP - Society of Financial Service Professionals; PPP - Partnership on Planned Philanthropy; NCPGC - Northern California Planned Giving Council |
| Licenses / Certifications |
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| LA - California (DOI) - Life and Disability Insurance Analyst CLU - Chartered Life Underwriter |
| Awards / Recognition |
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| Expert has received the EIFLE (Excellence in Financial Literacy Award- Risk Management Category) from the IFL (Institute on Financial Literacy). Forbes has named Expert's book as 1 of 9 great investment books. |
| Publications and Patents Summary |
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| Expert has written an acclaimed full-length "toolbook" regarding a variety of aspects of life insurance. He has also written numerous articles and has been Technical Editor for three other Finance and Investment books. |