Actuarial Expert Witnesses in Oregon

This highly-qualified life expectancy calculations and life insurance underwriting expert has been consulting in the field for nearly three decades. She earned her BA in public health from Johns Hopkins University and an MPH in occupational epidemiology from the University of North Carolina at Chapel Hill. She is a fellow of the Academy of Life Underwriting and a member of the Board of Editors in the Life Sciences. She has authored over 80 insurance-related publications throughout her career, including underwriting manuals. The expert formerly served as an underwriting researcher for Lincoln National Reinsurance, Transamerica Occidental Life Insurance, and Kaiser Permanente. Currently, she serves as the principal of a private life and health insurance consultancy in Nevada.

This expert has over 25 years of experience in the life insurance industry in southern California and is familiar with post-claims underwriting issues. He earned his BA in psychology from California State University Northridge. He is a certified insurance counselor and fund specialist, and is an associate in both insurance services and personal insurance. He specializes in life, home, and personal insurance. The expert holds agent status with six major carriers, including elite status with Travelers. He is also a member of several associations, including the National Association of Insurance and Financial Advisors and the American Bar Association. He currently serves as is the president and principal agent of a private insurance agency in California.

This experienced actuary has over 40 years of experience in his field. His work throughout his career has involved actuarial services, pension plans, ERISA, government audits, marital dissolution, estate tax and life expectancy calculations, loss of income, death, disability, executive deferred compensation plans, and insurance and annuity contracts. He earned a BA in mathematics from Rutgers University and his FSA, the highest level of education for an actuary. He is a licensed series 7 & 63 financial industry regulatory authority actuary. He is a member of several actuary societies including the American Academy of Actuaries and the American Society of Pension Professionals & Actuaries. He served as a consulting actuary at Alexander & Alexander, where he worked his way up to head actuary of the western region. He then served as a principal of retirement practices at Olaine, Hurst, & Hemrich. After a decade, he moved to Howard Johnson to serve as a consulting actuary. He then served as the President for the Morton Company and the Kagan Company before transitioning back to consulting. This expert currently serves as the owner and consulting actuary for an actuarial and pension services company in California.