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Insurance (General) Expert Witnesses

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Scott J. Witt, FSA, MAAA
6010 Preston Lane
New Berlin WI 53151
USA
phone: 414-525-8212
fax: 414-433-1864
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Scott J. Witt, FSA, MAAA has over 18 years of experience as an Actuary in the Insurance Industry. He maintains the highest actuarial designations, FSA (Fellow of the Society of Actuaries) and MAAA (Member of the American Academy of Actuaries).

One of the nation's only fee-only life insurance advisors, Mr. Witt serves clients throughout the U.S. including attorneys, financial planners, individuals, banks, business owners, accountants, and trustees of insurance trusts. He is compensated on a fee-only basis, allowing him to serve in a true fiduciary capacity for his clients. Because he has no financial stake in the decisions his clients make, there is no conflict of interest in his recommendations.

Mr. Witt's litigation support services include expert analysis, reports, and testimony regarding a vast array of life insurance topics. He performs Monte Carlo simulations to demonstrate the impact of volatility on any statistical process. Mr. Witt has been retained multiple times as an expert for Plaintiffs and multiple times as an expert for Defendants in cases that were settled after the completion of his expert report and prior to his testimony. His services are also available for mediation and arbitration.

Areas of Expertise:
  • Policy Suitability
  • Variable Life Analysis
  • Evaluation of Statements by Salespeople
  • Replacement Appropriateness
  • Life Settlement Decisions
  • Insurance Schemes
  • Damage Calculations
  • Policy Valuations
  • Insurance Appraisals
  • Insurance Bad Faith
  • Insurance Financial Analysis
  • Life Expectancy & Mortality
  • Risk Management
  • Marketing
  • Recent Case Sample:
    • 2010, French et al. v. Wachovia Bank, N.A., Case No. 06-CV-00869, US District Court, Eastern District of Wisconsin. Defense expert. Case alleged improper replacement of life insurance policies
    • 2012, First Command Financial Services, Inc. and First Command Financial Planning, Inc. v. James S. Agostini et al., Cause No. 48-259234-12, 48th Judicial District, Tarrant County, Texas. Defense expert. Case involved insurer attempting to block agents from selling in same territory; involvement was focused on sales techniques and quality of permanent life insurance policies that were impetus for agents’ departure
    View Witt Actuarial Services, Inc.'s Consulting Profile.
    4/24/2015 · Insurance
    I recently worked with an elderly woman (who I will call Beatrice) to evaluate whether or not the variable annuity she purchased less than a year ago was a good buy.

    6/16/2014 · Insurance
    When thinking about life insurance, consider three realities:

    5/16/2014 · Insurance
    Wanting a second opinion from someone that doesn't have an inherent conflict of interest - independence is the single greatest asset that a fee-only insurance advisor brings to the table, and because such an advisor is only compensated directly for the advice given and not based on the decisions the consumer makes, there is not an inherent conflict of interest - those conflicts are evident with anyone that is compensated on anything other than a fee-only basis for the advice given.

    4/21/2014 · Insurance
    Despite the best efforts of companies and agents throughout the industry, Long-Term Care insurance (LTC) policy sales have yet to blossom as much as the industry had hoped and predicted. As the Baby Boomers continue to move through the "sweet spot" of the target market for LTC, companies will no doubt redouble their efforts in pushing LTC. Two obvious questions arise. First, is LTC right for you or your client, given the particular financial circumstances, family circumstances, and family history? Second, even if it is determined that LTC makes sense, how do you wade through the myriad of companies and policy options that are available and determine the best fit?

    3/13/2014 · Insurance
    Fee-only insurance advisors serve in a true fiduciary capacity for their clients, providing independent, unbiased advice. These advisors receive no other form of compensation other than the hourly fees paid by their clients. They do not receive compensation from insurance products that their clients may decide to purchase, nor do they receive any financial incentives from steering clients toward a particular agent or company. Other than providing clients with the most knowledgeable and expert advice possible, fee-only advisors have absolutely no vested interest in the insurance decisions their clients make.

    2/10/2014 · Insurance
    Without an advocate that is looking out for their best interests, life insurance consumers are at the mercy of their life insurance agents and the companies they represent. Even the most well-intentioned agents suffer from an inherent conflict of interest, as agents derive their compensation from the products they sell. A closer look at a number of areas reveals how damaging this can be to life insurance consumers:

    1/8/2014 · Insurance
    Do you reside in Garrison Keillor's fabled Lake Wobegon? Those who own a cash value life insurance policy probably do - and probably don't even realize it! In Lake Wobegon, "all the women are strong, all the men are good looking, and all the children are above average." And any life insurance policy purchased in Lake Wobegon is no doubt better than average as well!

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    8030 E. Gary Road
    Scottsdale AZ 85260
    USA
    phone: 480-216-1364
    fax: 480-367-8479
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    Robert E. Underdown, AINS, SIA, AIC, ARM, The Insurance Archaeologist ™, is an Insurance and Risk Management Expert with over 30 years of experience in both private & public risk management.

    Selected Background Experience - Mr. Underdown's past experience includes serving as Director of Risk Management for Rural/Metro Corporation, Scottsdale, AZ, where he managed $20 million risk management program and completed due diligence on 60 acquisitions in 48 months. As Assistant Vice President of Imperial Corporation, San Diego, CA, he managed special insurance for a $2 billion loan portfolio and implemented a risk management program for 60 branch offices. Mr. Underdown also served as Risk Management and Employee Benefits Manager for the City of Escondido, CA, where implemented risk management programs and completed self-funded health insurance, saving $750,000.

    Litigation Support - Mr. Underdown is a highly qualified insurance expert witness providing testimony in insurance cases across the United States. His services are available to attorneys representing both Plaintiff and Defense.

    In the specific area of BAD FAITH, Mr. Underdown has provided expert testimony on many bad faith claims for both Defendants and Plaintiffs. He has provided testimony in a number of cases where the insurance company has successfully eliminated the bad faith count by summary judgement. The key issue is whether the actions of the insurance company were reasonable under the specific circumstances of the case.

    Some of the recent cases for which he has provided insurance expert testimony include:
    • Agent / Broker Standards
    • Bad Faith Claims Issues
    • Broker Compensation
    • Claims Handling
    • Coverage Opinions
    • General Liability Policies
  • Insurance Industry Standards
  • Life Insurance Suitability Opinions
  • Risk Management Standards
  • Third Party Claims Standards
  • Tort Litigation Management
  • Workers’ Compensation
  • View Robert Underdown's Consulting Profile.
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    Tommy R. Michaels, CPCU, AIC, ARe, ARM
    PO Box 5236
    Williamsburg VA 23188
    USA
    phone: 860-656-6430
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    Tommy R. Michaels, CPCU, AIC, ARe, ARM is an Insurance Professional with over 45 years of experience in the Property and Casualty Insurance industry.

    Mr. Michaels has worked in the Home Office of a large insurance company determining coverage obligation, providing coverage interpretation, and performing functions of an insurance archaeologist. He has taught insurance courses through Robert Morris College, University of Connecticut, and Society of CPCU, Memphis Chapter.

    Mr. Michaels' experience in claims includes direct handling, supervision of adjusters and other supervisors, claim office administration and development of a system that integrated various technologies to eliminate paper within the claim office. He has unparalleled claim expertise in property and casualty claims developed from his years of direct handling and supervising claim handlers. Mr. Michaels has handled claims in several states including Arkansas, Connecticut, Mississippi, Oklahoma, Pennsylvania, Tennessee, Texas, and West Virginia. He also directly handled all Fidelity and Surety claims in the State of Oklahoma.

    Litigation Support - Tommy Michaels has had the opportunity to do complex claims analysis and negotiate large settlements totaling more than $250,000,000. He has resolved coverage issues, reconstructed decades old policies, and been involved in coverage litigation throughout the United States.

    As an expert witness, Mr. Michaels has provided deposition and trial testimony, prepared expert reports in compliance with FRCP 26(2)(B), and has been used as a Consulting Witness. He has given testimony in over 30 depositions in State and Federal Court cases as well as testimony given at trial.

    Areas of Expertise:
    • Claim Handling Standards
    • Bad Faith Conduct
    • Coverage Interpretation
    • Insurance Carrier Duties
    • Claim Settlement Negotiations
  • General Liability Insurance
  • Automobile Insurance / Uninsured Motorists
  • Homeowner's Insurance
  • Environmental Liability Insurance
  • Professional Liability Insurance
  • View Tommy Michaels' Consulting Profile.
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    Steven A. Eisenberg
    Consulting Actuary & Owner
    1136 Old Roswell Rd
    Roswell GA 30076
    USA
    phone: 404-307-9861
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    Steven Eisenberg Insurance Actuary Expert PhotoSteven A. Eisenberg, FSA, MAAA has over 45 years actuarial experience. He offers litigation support nationwide with regard to personal injury and wrongful death economic damages, appropriate mortality, life expectancy (note: population tables, that have not been modified by an actuary for lifestyle, chronic illnesses, family history, result in unreasonably long life expectancies), interest (discount) rates, future increases in income (note: historical experience indicates that wage inflation rates are lower than discount rates). His litigation support also includes life insurance product design and pricing, compensation, illustrations, administration and management services, policyholder tax issues, and product appropriateness.

    Background Experience - Throughout his career, Mr. Eisenberg worked extensively in litigation support as an expert witness including actuarial design, administration and illustration of various life insurance and annuity products, both traditional and non-traditional, universal life (or excess interest products), and both general account and separate account variable insurance products. His expert work includes pricing these products and developing appropriate actuarial assumptions (e.g. mortality and life expectancy, interest and discount rates, agent or broker compensation and expense assumptions).

    He is also a co-inventor of several patents dealing with financial derivatives(swaps) relating to longevity and mortality mitigation.

    In 1986, Mr. Eisenberg pioneered the development of large case COLI and BOLI and unwind strategies that are still used today. He is a renown expert in designing, developing, and evaluating Bank owned life insurance (BOLI) and Corporate owned life insurance (COLI) programs for insurance companies, banks, other financial institutions, brokers and litigation clients. This includes developing appropriate actuarial assumptions (mortality and longevity, lapses and surrenders, expenses, taxes, interest and discount rates, compensation, policy dividends and life insurance company profitability and investment exposure (disintermediation)). He also developed administrative procedures, sophisticated illustration systems (for example, utilization of policy loans and partial surrenders) and insurable interest issues. His expertise includes policy owner tax issues (e.g. Section 264, 7702, 7702A, 1035) and legislative changes. He has evaluated the appropriateness of these products (general or separate account including stable value) for corporate and bank policy owners, including the accounting and financial impact to the policy owners.

    Mr. Eisenberg is a Fellow of the Society of Actuaries (1973) and a Member of the American Academy of Actuaries (1975). He has served as an Instructor of Actuarial Science at Georgia State University and delivers lectures and seminars to associations throughout the United States.

    His services are offered to clients nationwide.

    Litigation Support - Mr. Eisenberg currently provides expert litigation support for all aspects of life insurance and personal injury. He is a renowned expert in:
    • COLI / BOLI Product Design
    • Assumptions & Contracts
    • Tax History
    • Broker
    • Consultant
    • Third Party Administrator
  • Marketing and Administration
  • Compensation and Standards of Practice
  • Benefit Funding and Financial Analysis
  • life settlement
  • Loss Determination
  • Personal Injury economic Damages
  • Life Expectancy and Mortality
  • View Steven Eisenberg's Consulting Profile.
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    Snoaspen Insurance Group, Inc.
    Paul W. Burkett, JD, CPCU, CIC, ARM,CRM, ALCM
    10775 Double R Blvd
    Reno NV 89521
    USA
    phone: 775-682-4380
    fax: 775-682-4301
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    Paul W. Burkett, JD, CPCU, CIC, ARM,CRM, ALCM is an Insurance and Risk Management specialist. President and CEO of Snoaspen Insurance Group, Inc., Mr. Burkett began his career as a Loss Control Representative for SAFECO Insurance Company after serving as an Officer in the United States Air Force. During his career with SAFECO, he served as a Loss Control Supervisor, Loss Control Manager, Commercial Sales Representative, Division Commercial Lines Underwriting Manager, and Regional Workers Compensation Manager.

    From Safeco Insurance Company, Mr. Burkett worked for Frank B. Hall & Company as a Vice President in charge of Risk Management Services. He was responsible for design and implementation of alternative insurance programs such as pools, self-insurance, and captives. From Frank B. Hall, Mr. Burkett assisted in establishing the Meadowbrook of Colorado office and focused on developing specialized group programs. Paul assisted in establishing TUITIONGard which specialized in coverage for private student loans provided through banks in the United States.

    Mr. Burkett currently provides litigation support services to attorneys for both Plaintiff and Defense. He has been deposed and/or testified approximately 10 rimes in the last five years.

    Areas of Expertise:
    • Insurance Company Good and Bad Faith
    • Agent / Broker Standard of Care
    • Insurance Industry Customs and Practices
    • Risk Management
    • Business Contract Insurance Clause Analysis and Application
    • Insurance Coverage Analysis
    • Insurance Claims Disputes Analysis
    View Paul Burkett's Consulting Profile.
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    901-1851 Sherbrooke east
    Montreal H2K4L5
    Canada
    phone: 514-738-6476
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    François Sestier, MD, PhD, FRCPC, FACC, CIME, is a Cardiologist and Life Expectancy Calculation expert. He has over 40 years of experience in the field of medicine, 29 years as an Adult Cardiologist in the cath lab and 30 years as an Insurance Medical Officer.

    Education - Dr. Sestier graduated from medical school in Nancy, France, 1967, where he obtained certification in Cardiology, Pneumology, Occupational Medicine, and Aeronautical Medicine. In Canada, since 1973, he obtained a Quebec certification in cardiology (CSPQ), and a fellowship in cardiology of the Royal College of Physicians and Surgeons (FRCPc). Dr. Sestier also obtained a PhD in Experimental Medicine (McGill, 1977).

    Experience - Dr. Sestier has been a staff cardiologist at CHUM, Hôtel-Dieu, Montreal, medical director of Quebec Blue Cross since 1985 and medical director and vice-president of OptimumRe since 2002. He received certifications from the American Board of Insurance Medicine (1995) and the American Board of Independent Medical Examiners (2011). As a medical officer for various insurance companies, he has reviewed over 1,000 applications for life Insurance, giving advice on the Mortality and Life Expectancy associated with the applicant's medical conditions.

    Dr. Sestier - Life Expectancy Calculation


    Litigation Support - Dr. Sestier's medico-legal advice is available to counsel representing both Plaintiff and Defense. He has performed life expectancy calculations for litigation purposes on topics as diverse as traumatology, traumatic brain injury, cognitive impairment, spinal cord injury, morbid obesity, diabetes, many different cardio-vascular pathologies, sudden death, stroke, cerebral palsy, multiple sclerosis, epilepsy, asthma, chronic obstructive lung disease, sleep apnea, liver cirrhosis, hepatitis B and C, and all kinds of cancers.

    Areas of Litigation Expertise:
    • Disability Assessment
    • Permanent Disability Eligibility
    • Medical Liability
    • Insurance Médicine
    • Life Insurance
  • Health Insurance
  • Travel Insurance
  • Critical Illness Insurance
  • Life Expectancy Calculations
  • Work Life Expectancy calculation
  • View Dr. Sestier's Consulting Profile.
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    Scott Stein, ARM
    5550 Glades Rd.
    Ste. 509
    Boca Raton FL 33431
    USA
    phone: 561-495-790
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    Scott Stein, ARM, is an Insurance Industry Expert and Professional Liability Insurance Broker with over 24 years of experience. He has served the last 16 years as an Agency Owner preceded by 7 years at two of the world's largest insurance brokers

    Throughout his career, Mr. Stein has been negotiating and placing the broadest and most comprehensive Professional Liability Insurance with specific emphasis on Legal Malpractice Insurance and Directors and Officers cover; to also include Architects E&O, Accountant Malpractice Insurance, Employment Practice Liability Insurance, Medical Malpractice and Medical Defense coverage, and nearly every other specialty within the Professional Liability Insurance spectrum, as well as Worker's Compensation Insurance.

    Litigation Support - Mr. Stein provides expert witness services to counsel representing both plaintiff and defendant. He has been engaged in excess of 110 cases as an insurance industry expert in the past 10 years. Never disqualified or challenged as an expert by any Court, Mr. Stein has extensive deposition history and trial testimony experience. His cases involve all areas of Broker and Insurance Carrier Standards of Care and his services include depositions, Written reports, and trial testimony when necessary.

    Areas of Expertise:
    • Agent and Broker Procedures
    • Insurance Agent and Broker Liability
    • Insurance Errors and Omissions
    • Broker and Agency Standards of Care
    • Failure to Procure Insurance
    • Claims Management and Handling
    • Insurance Coverage and Placement Issues
    • Insurance Disputes-Sales Practices and Bad Faith
    • Risk Management Practices and Procedures
    • Insurance Contract Review
    • Insurance Proposals- Brokers, Agents, and Agencies
    • Umbrella Liability Exposure and Placement
    • Insurance Compliance- Brokers and Agents
    • Intermediary and Broker Procedures
    • Risk Management Analysis
    • Insurance Company Claims Management and Processing
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    David L. Stegall, CPCU, ARM, ARe, RPA
    Principal Consultant
    #6 Office Park Circle, Suite 100
    Birmingham AL 35223
    USA
    phone: 855-255-5353
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    David Stegall is Principal Consultant of Risk Consulting & Expert Services, a nationwide, fee- for-service only, insurance and risk management consulting practice providing analysis, advice and professional services to commerce, industry and government.

    Mr. Stegall holds a B.A. in Communications from Auburn University. He is President of the Society of Risk Management Consultants, Insurance Practice Director and Faculty Member of 86 Pillars, Member of the Board of Directors of Alabama Captive Association, Inc., an Associate Member of the American Bar Association, a Member of the Defense Research Institute, a Member of the Association of Registered Professional Adjusters and a Member of the Forensic Expert Witness Association.

    He has been Designated as an expert on over 90 forensic case assignments, in over 32 State and 32 Federal Districts. He has provided over 70 Expert Opinion Reports, been Deposed over 40 times and testified in four Trials. Approximately 60% of cases were for the Defense and 40% for the Plaintiffs.
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    Richard K. Baer, MD
    2727 N Lakewood Ave
    Chicago IL 60614
    USA
    phone: 773-477-0201
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    Richard K. Baer, MD, is a Healthcare Coverage consultant with over 20 years of experience in medical director roles for the Medicare Administrative Contractor (MAC), the Recovery Auditor (RAC), and regional home health and hospice contractors. He most recently served as the Medical Director for the RAC, Region A, in the northeast US.

    Dr. Baer is a Distinguished Life Fellow of the American Psychiatric Association, and a member of numerous state and national medical societies. He served as President of the Illinois Psychiatric Society, Editor of its newsletter, and Chairman of its Ethics Committee.

    During his tenure with the Medicare program, Dr. Baer authored several hundred Local Coverage Determinations (LCDs) and other medical review policy articles and documents for new technologies, pharmaceuticals, and highly utilized services covering millions of Medicare beneficiaries. He has provided medical policy assistance to CMS on national coverage issues, and has been involved in federal investigations and audits of Medicare improper payments and fraud matters for a variety of health care providers.

    Litigation Support - Dr. Baer has extensive experience consulting and testifying for the United States Department of Justice in Medicare criminal and civil fraud trials and other civil proceedings. He provides expert medical consultation on Payer Coverage Requirements for the Medical Device Industry.

    Areas of Expertise:
    • Medical Devices
    • Medical Device Design
    • Medicare Rules
    • Medicare Regulation Compliance
  • RAC Audits
  • Medical Billing
  • Medical Coding
  • Pharmaceutical Compliance
  • View Dr. Baer's Consulting Profile.
    Richard Baer, MD
    A Doctor’s Harrowing Story of Treating a Woman with 17 personalities.
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    Joe L. Williams, CPCU
    Partner
    4550 Post Oak Place Drive
    Suite 227
    Houston TX 77027
    USA
    phone: 713-275-4003
    fax: 713-275-4004
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    Joe L. Williams, CPCU, partner in PozmantierWilliams Insurance Consultants, LLC, has over 49 years of experience as an Insurance Agent / Broker and Insurance Consultant. From 1970 until 2007, he was a principal shareholder in a large Houston firm, Wisenberg Insurance + Risk Management, and was Chairman and CEO when the firm was sold to a subsidiary of Wells Fargo Bank.

    One of the youngest people ever to receive the CPCU professional designation at the age of 23, Mr. Williams is very familiar with all phases of the insurance industry, including consulting on bad faith, customs and practices, and standards of care. He has particular expertise in property coverage, business interruption, non-subscription, and risk transfer techniques.

    Litigation Support - Mr. Williams provides expert services to counsel representing both Plaintiff and Defense. He offers objective opinions on the following matters:
    • Agent / Broker Bad Faith
    • Insurance Industry Customs & Practices
    • Agent / Broker Standards of Care
    • Coverage Terms and Conditions
    • Agent / Broker Services
    • Insurance Program Design
    • Agency / Company Disputes
    • Claims Management by Agent
    • Insurance Agency Management
    View Joe Williams' Consulting Profile.
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    Olie R. JolstadSCLA, FACFEI

    USA
    phone: 214-632-2788
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    Olie R. Jolstad, SCLA, FACFEI, has worked in the Insurance Industry for more than 37 years. Over the span of his career, Mr. Jolstad has worked with various types of civil litigation involving coverage disputes, claims handling practices, bad faith, unfair and deceptive practices, duties and standards of care regarding the procurement of insurance. In addition, he has worked on forensic insurance policy reconstruction projects on behalf of policyholders.

    Litigation Support - Mr. Jolstad has been providing litigation support services for approximately 20 years. He has been retained as an expert witness in approximately 200 cases and has been qualified to testify in various state and federal courts. He offers services to attorneys representing both Plaintiff and Defense.

    Mr. Jolstad has been retained as an expert and consultant where insurance coverage at issue involving:
    • General Liability Insurance
    • Commercial Property Insurance
    • Commercial Property Time Element and Extra Expense Coverage
    • Builders Risk / Construction
    • Construction Wrap-Up
    • Directors & Officers / Employment Practices Liability
    • Umbrella and Excess Liability and Duty Triggering Events
    • Aviation
    • Workers' Compensation
    With specific attention focused on:
    • Insurance Industry Customs, Practices, and Standards
    • Good Faith / Bad Faith Claims Handling Practices
    • Insurance Agent and Broker Standard of Care and Duty to Procure Insurance
    • Excess and Umbrella Duties / Exhaustion
    • Excess and Surplus Lines Coverage and Claims Handling
    View Olie Jolstad's Consulting Profile.
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    Michael F. Arrigo
    620 Newport Center Drive
    Suite 1100
    Newport Beach CA 92662
    USA
    phone: 949-335-5580 x101
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    Michael F. Arrigo, CPHIT, CPEMR, is Managing Partner of No World Borders works with health systems, health IT companies, and health plans and provides opinions in compliance with Rule 702 based on his knowledge, skill, training, education and experience based on facts in the case, and application of testable principle and methods.

    Professional Summary:
    • Expert for work with health system, health IT company, and insurance firm in landmark federal trade commission case
    • Quoted in Wall Street Journal, New York Times; regular speaker, published as expert in the field
    • Clinician, coder, medical billing, claims, E.H.R, practice management software, and regulatory usual, customary and reasonable (UCR) medical and prescription charges experience
    Litigation Support - Mr. Arrigo provides expert opinions in matters at county, state, and federal levels. He has worked on cases regarding individual plaintiffs and defendants, city governments, law enforcement agencies, insurance firms, and hospital systems and physician groups, as well as class action law suits with tens of thousands of members throughout the U.S.

    Mr. Arrigo has the ability to explain complex concepts such as HIPAA EDI, claims, payor-provider contracting and resultant reimbursement, and other processes to lay-persons and the Court in expert reports, depositions and at trial. He has balanced plaintiff / defendant law firm engagement experience.

    Education:

    Currently studying at Stanford Medical School in biomedical informatics, business degree from University of Southern California, studies in economics, computer science and statistics at the University of California Irvine.

    Areas of Expertise:

  • Affordable Care Act
  • Coding & Billing
  • Health Care Administration
  • Health Care Finance
  • Health Care Policy & Procedures
  • Health Care Regulations
  • Insurance Laws and Regulations
  • HIPAA Privacy & Security
  • HITECH Act
  • HMO / Managed Care
  • Hospital Records
  • ICD-10
  • Insurance Claims
  • Insurance Compliance
  • Insurance Fraud
  • Medicare
  • Meaningful Use of Electronic Health Records
  • Medicaid
  • MRI, CT Scans
  • Medical Records Review
  • Regulatory Issues
  • Cost Benefit Analysis
  • Online Privacy & Security
  • Usual, Customary & Reasonable (UCR) Medical Costs


  • View Michael Arrigo's Consulting Profile.
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    Key Coleman, CPA, CFA, CPCU, ARe
    Director
    1600 Market Street 32nd Floor
    Philadelphia PA 19103
    USA
    phone: 215-297-2325
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    Key Coleman, CPA, CFA, CPCU, ARe is a Director in the Insurance Disputes practice of Marcum LLP in Philadelphia. Mr. Coleman focuses on forensics, dispute analysis, damages and expert testimony in the Insurance and Reinsurance Industry. His clients include insurance companies, reinsurers and insurance attorneys.

    Professional Background - Mr. Coleman has over 25 years of experience providing business and financial analysis in the insurance and reinsurance industry. Prior to joining Marcum, he spent the bulk of his career in Chicago where he held high level positions with Grant Thornton LLP and LECG/Smart in their disputes practice. Prior to that, he was a Partner at PricewaterhouseCoopers LLP, where for more than 11 years he provided forensic and dispute analysis in matters involving insurers, reinsurers, brokers, Third Party Administrators (TPAs) and Managing General Agencies (MGAs).

    Litigation Support - Having developed skills in underwriting, claims, reinsurance and accounting, Key Coleman is often called upon to perform expert analysis relating to Damages in Insurance or Reinsurance Disputes. He is one of the few experts nationwide who holds both the CPA and the CPCU designations. Mr. Coleman performs expert testimony as an insurance economic damages expert witness both locally and nationwide. In addition, he performs inspections of MGAs, TPAs, ceding companies, and insureds.

    An abbreviated list of his insurance expert and damages specialties include:
    • Forensic Accounting and Investigations
    • Agencies, Brokers
    • Claims Analysis
    • Commercial Disputes
    • Force Placed Insurance
  • MGA Inspections
  • Reinsurance
  • Run-off, Insolvency
  • Underwriting
  • Workers’ Compensation
  • View Key Coleman's Consulting Profile.
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    Mary Wickens, JD, CFE
    2237 Raby Road
    East Lansing MI 48823
    USA
    phone: 248-770-4906
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    Mary Wickens, JD, CFE has over 35 years experience in the Healthcare Insurance, Managed Care, and Compliance Industry. Her experience includes advising and counseling health care providers, insurers, government contractors, and others in compliance, ethics, fraud and abuse, Medicare, Medicaid and Federal Employees Plan, managed care, and other matters.

    Background Experience - Ms. Wickens is a former compliance officer for a major health insurer and former legal and compliance specialist for a CMS Medicare Program Safeguard Contractor. Also a former operations director for government programs (Medicare Part C, Medi-gap, and FEHBP) for a major HMO, she is experienced with government audits and investigations, commercial audits, as well as self-reporting and internal investigations.

    Ms. Wickens has decades of experience as in house counsel to HMOs and health insurers. She has drafted, developed, negotiated, and implemented numerous healthcare provider-payor contracts, and developed and implemented codes of conduct, ethics programs, compliance programs and numerous corrective action plans.

    Litigation Support - Mary Wickens provides litigation support, including skilled expert services, reports and testimony in federal False Claims Act cases, arbitrations, and provider-payer disputes. She is an experienced testifying expert, responsive to the needs of counsel, with excellent report writing skills. Ms. Wickens' services are available to counsel representing both plaintiff and defendant.

    Areas of Expertise:
    • Medicare
    • False Claims Act (FCA)
    • Health Insurance
    • HMO
    • Medicare Advantage
    • Provider / Payor Disputes
    • Claims Audits and Appeals
    • Federal Employees Health Benefits Plans (FEHBP)
  • Medicare Part D
  • Government Audits
  • DME
  • Home Health Care
  • Hospice
  • Managed Care Contracting
  • Anti-Kickback Compliance
  • Self-disclosures
  • View Mary Wickens' Consulting Profile.
    4/12/2017 · Healthcare
    Health care fraud and abuse cases are often won or lost on the effective use of expert witnesses. As health care fraud cases have become more complex and technical, the scope and use of expert testimony has proliferated, and the successful use of experts is one of the lawyer's most important jobs. False Claims Act, Anti-Kickback Statute, and Stark Law cases all demand various types of experts to assist the trier of fact in understanding the nature of the case, the morass of rules at play, the evidence, and a variety of billing, valuation, contractual, technical, and compliance concepts. Increasingly, expert reports and testimony play a pivotal role in motions for summary judgment, as well as at trial. Experts also are used in "conference room litigation," such as mediations or negotiations between defense counsel and enforcement agencies. This article is the result of interviews with health care fraud litigators and expert witnesses in the field who identified their best practices to produce optimum outcomes for their clients.

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    Jim Leatzow
    President
    1265 Pine Isle Road
    Three Lakes WI 54562
    USA
    phone: 715-546-3300
    fax: 715-546-4445
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    Jim Leatzow has 36 years of "hands-on" practical, property / casualty insurance agency experience. Leatzow has literally worn "every hat there is to wear in the P/C insurance business.

    He provides expert & arbitration services nationally & internationally with no charge for travel time. He is articulate, efficient & equally comfortable within the U.S. & in foreign venues.

    His experience includes:
  • 36 years of insurance industry experience
  • 30 years as a national, property/casualty insurance agency owner
  • 26 years as a national, property/casualty Managing-Underwriting General Agent MGA
  • 21 years as a national, Third Party Administrator (TPA) insurance/construction claim handler
  • 16 years as an active Reinsurance Company officer
  • Certified insurance & reinsurance arbitrator (U.S. / U.K. / Bermuda)
  • Certified commercial arbitrator globally (Chartered Institute of Arbitrators U.K.)
  • Licensed nation-wide for 25 years until 2005 (agency sold)
  • Recognized for the quality of his Rule 26 Reports on complex cases
  • History of representing both plaintiff & defense
  • No charge for travel time "coast to coast"
  • Leatzow's specialties include:

    Agent-Broker-Agency-MGA standard of care / Bad Faith / Broker E&O Claims / Coverage / Insurance placement / Agent - Broker custom & practice / Surety / Professional Liability / Adjudicating construction industry E&O claims / E&O / D&O / Claims-made coverage / Fronting / Claims-made trigger / Surplus Lines coverage / "Program" business / Underwriting / Licensing / Claims handling standard of care / Property / General Liability / Premises Liability / Products Liability / Off-shore placements / Arbitration
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