Benefits Specialist, Expert Witness and Forensic Consultant.
30+ years experience in the Insurance field. Depostion and/or court testimony 20+ times
EXPERT ID: 61
Print this page
Location: US
CLICK HERE TO CONTACT THIS EXPERT OR TO RECEIVE ADDITIONAL INFORMATION
Short Biography:
This expert has over 30 years experience in the Insurance field. Vice President of the American College, 20 years; Columbus Mutual Life, 12 years (Agent, Recruiter, Trainer, Home Office); Past President of Society of Insurance Trainers and Educatiors (National Organization); Depostion and/or court testimony 20+ times
EMPLOYMENT: 1989 - Present Self Employed, Insurance Education Consulting
1969 - 1989 The American College, Vice President
1963 - 1969 Columbus Mutual Life Insurance Company
2 years, Director, Education and Training
4 years, Agency Department Officer
1951 - 1963 New York Life Insurance Company
5 years, Sales Agent
2 years, Home Office
EDUCATION: B.S. Penn State - 1950
CLU, The American College - 1957
Agency Management Diploma, TAC 1961
Agency Officers School - Llama - 1967
PROFEESIONAL ACTIVITIES: 1988 - 1989 President, Society of Insurance Trainers and Educators (a National Association of 600 Insurance trainers and educators, from 300+ companies) Member since 1969.
1965 - Present Board Member, Griffith Foundation for Insurance Education
Member, American Society CLU/ChFc for 40 years, and a member of ASCLU/ChFc Directors Council.
Member, International Foundation Employee Benefit Plans
Past President - Rotary Club of Ardmore, PA
ChFc, TAC, 1982
TEACHING EXPERIENCE:
1965 - 1995 CLU/ChfC Class Instructor - Primarily classes in -
Law and the Life Insurance Contract
Life Insurance
Employee Benefits
Agency Law
Financial Planning
CIC Class Instructor in Life Insurance Section