Litigation consultant and expert witness regarding the customs and practices in the insurance industry with 50 years experience.

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In over 50 years of experience, EW #427 has written all types of insurance and has been involved in the successful acquisition and merger of many insurance agencies. He has been engaged as a litigation consultant and expert witness regarding the customs and practices in the insurance industry. He has participated in over 500 engagements on behalf of plaintiff and defendant, covering expertise areas, including agents' and brokers' procedure; cancellation/non-renewal; agency and brokerage agreements; agency evaluations (bankruptcy, divorce, estate taxes); claim handling (bad faith); financial guaranty's funds; laws, licensing, regulations; policy interpretations; professional liability defenses for agents and brokers; self-insurance funds; underwriting; uninsured/underinsured motorists procedures.


Education:
The Wharton School/University of Pennsylvania - Insurance Workshop - Philadelphia, PA
University of Connecticut - CPCU Institute - Stors, CT
University of Florida - Advanced Insurance Courses - Gainesville, FL
University of Miami - B.B.A. - Miami, FL
Embry Riddle Aeronautical University - Commercial Pilot with
Instrument and Instructor's Rating - Miami, FL

Professional Instruction:
Lindsey Hopkins Education Center of Miami - Insurance instructor
Florida Association of Insurance Agents - Instructor at various schools
Professional Insurance Agents - Instructor at various schools
Pre-Licensing / Continuing Education: Life, Health, Variable Annuities, Personal Lines, Commercial Lines, Industrial Fire, General Lines, Risk Management Education, Surplus Lines, and Workers Compension Adjuster - Instructor #1300241

Military Service:
U.S. Maritme Service/U.S. Naval Reserves
Midshipman: Honorable Discharge
Served in Atlantic, Mediterranean & Pacific Theaters of War
Completed various engineering courses

Professional Licensing:
5-20 All Lines Adjuster (Independent)
2-20 Property, Casualty, Surety and Miscellaneous Lines
2-18 Ordinary Life, including Health Insurance
2-15 Ordinary-Variable Annuity, including Health Insurance
1-20 Property, Casualty and Surety Surplus Lines
Non-resident licenses which are or have been held in over 30 states

Professional Association:
Local:
Independent Insurance Agents of Dade County (former President)
Professional Insurance Agents of South Florida
Miami Association of Insurance and Financial Advisors (formerly Miami Association of Life Underwriters)

State:
Florida Association of Insurance Agents (former President)
Florida Association of Insurance and Financial Advisors (formerly Florida Association of Life Underwriters)
Florida Surplus Lines Association
Professional Insurance Agents of Florida

National:
American Academy of Economic & Financial Experts
American Academy of Forensic Sciences
American Arbitration Association
American Association of Insurance Management Consultants (National Director)
Diplomat of the American Board of Forensic Examiners
American Institute for CPCU
American Risk & Insurance Association
Association of Health Insurance Agents
Certified Professional Insurance Agents Society
Council for the Advancement of Science in Law
Council of Insurance Agents & Brokers (former Member Board of Directors)
Independent Insurance Agents of America (former State National Director, Chairman of Agency Mgmt Committee and Member of Contracts Committee)
Insurance Institute of America
Insurance Institute for Applied Ethics
National Association of Insurance and Financial Advisors (formerly National Association of Life Underwriters)
National Association of Forensic Economists
National Association of Professional Insurance Agents
National Forensic Center
Society of Insurance Research
Southern Risk and Insurance Association

International:
Association of Lloyd's Members
Insurance Hall of Fame
International Insurance Society
Intersure (former National Director)
Underwriting Member of Lloyd's of London (1977-1999)

Other Recognition:
Listed in "Who's Who In Insurance"
Listed in "Who's Who In Risk Management"
Listed in "Who's Who Among Professional Insurance Agents"

Insurance Acquistion Agencies Brokers Evaluations Guaranty's Funds Underwriting Uninsured Motorists Underinsured Motorists Acquisition Merger Insurance Agencies Insurance Agents Insurance Brokers Procedure Cancellation Non Renewal Brokerage Agreements Agency Evaluations Claim Handling Financial Guaranty's Funds Laws Licensing Regulations Policy Interpretations Self Insurance Funds Underwriting Uninsured Underinsured Motorists

acquisition, acquistion, agencies, agency evaluations, brokerage agreements, brokers, cancellation, claim handling, evaluations, financial guaranty's funds, guaranty's funds, insurance, insurance agencies, insurance agents, insurance brokers, laws, licensing regulations, merger, motorists, non-renewal, policy interpretations, procedure, self-insurance funds, underinsured, underinsured motorists, underwriting, uninsured, uninsured motorists