Life Insurance Industry Expert in Standards and Practices

Case Description:

A life insurance industry expert in standards & practices was needed for an insurance coverage dispute involving alleged violations of insurance ethics and code violations. The purchaser of a life insurance policy claimed that a life insurance company was liable for an independent insurance agent’s claimed misrepresentation of coverage, allegedly resulting in subsequent policy lapse and financial losses.

IMS ExpertServices was asked to locate a life insurance industry expert in standards & practices with knowledge of the law of agency as it pertains to the life insurance industry and the scope of authority of independent insurance agents, as well as insurance industry standards and practices with respect to alleged deceptive practices and misrepresentations.

Experts Presented:

  • Life Underwriting

    With over three decades of life insurance industry experience, this expert is an independent life insurance consultant providing life insurance and financial services. He is experienced in all aspects of proper life insurance underwriting procedures, standards & practices, and insurance claim procedures. In addition, his experience includes acting as liaison between the field and home office insurance underwriting department, and has issued thousands of individual life insurance, specialty, and annuities. He holds a B.A. in political science and business administration, and has earned numerous professional designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Life and Health Insurance Counselor (LHIC), and is an active member of several insurance industry professional organizations. IMS Reference #5073558.

  • Life Insurance Industry

    This expert has over forty years of experience as an independent insurance agent and broker. He is the founder of his own employee benefits and insurance consulting firm which has provided employee benefits and insurance services to a number of high profile corporate clients. He is a licensed life insurance consultant in several states and holds a number of professional designations, including Certified Employee Benefit Specialist (CEBS) and Chartered Life Underwriter (CLU). He holds an A.B. degree in business management and a B.S. in finance and accounting. He has experience and knowledge with insurance disclosure and insurance ethics rules with respect to the sale of insurance policies and products, and is an accomplished speaker and published author on benefits topics. IMS Reference #5075559.

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Industry: All, Insurance