I’ve spent my professional life at the highest levels of the life insurance business.
I provide expert counsel to boards of directors, corporations, hospitals, physician groups, and not-for-profit organizations.
I advise executives, business owners, and professionals on their personal compensation and benefits strategies as well as their organizational insurance needs.
I was a founding partner of a multi-million-dollar life insurance agency.
I volunteered my time on boards of directors at hospitals, arts organizations, and elsewhere because I knew I had something important to contribute and I believed in their causes.
Life insurance can be complicated and difficult to understand. The legal aspects and actuarial projections can be mystifying.
But it’s clear enough to me what needs to be done – because I have the knowledge and the experience. I also have the tools to run analyses because I owned and ran an agency.
I’ve handled every kind of life insurance question that can arise, from simple term insurance to multimillion-dollar policies. I know the applicable laws and insurance company practices.
As a former Vice-President and Counsel to life insurance companies, I offer demonstrated results, informed analysis, insight, and a breadth of sheer knowledge and know-how.
The result – you get high-value answers and advice quickly.
That’s a win-win – for you and me.
People wonder why I have not retired. The answer?
I’ve got too much experience to offer, and I can see it’s needed.
I’ve spent my life in the life insurance business, and I see no need to stop now, particularly when my skill set is so relevant and incisive. I’ve helped thousands of people gain peace of mind and greater security and control in their lives. And I’ve enabled hundreds of businesses to maintain financial stability and reward owners and key staff.
I’ve also advised attorneys, accountants, and financial advisors on the ins and outs of life insurance.
I still broker policies and provide consulting services. I remain, as always, a numbers guy and a people person.
I negotiated the deal insuring the best basketball players in the country (Go Celtics!).
I helped get a difficult claim paid, resulting in several hundred thousand dollars for the client.
I redesigned a policy while working for law firms representing each side to resolve a money conflict.
I’ll occasionally share well-considered insights about industry trends and what they mean to you and your clients.