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Professional Liability Insurance & Business Insurance
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Questions and Answers on Life Insurance: The Life Insurance Toolbook
Anthony Steuer

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The following 12 experts are listed under this category:

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Disability Income Concepts, Inc.Disability Income Concepts, Inc.
Gerald Katz, MSPA, RHU, ALHC, FACFE, DABDA
President & Founder
Phone: (877) 776-3948 or (954) 217-8260
Fax: (954) 217-8241
P.O. Box 266257
Weston, Florida `
United States

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Gerry Katz is an Expert Witness and Disability Insurance Claim Consultant with more than 40 years experience in the disability insurance arena. He helped a major insurance carrier design their entire portfolio of disability insurance products. Mr. Katz is the 1997 recipient of the Harold R. Gordon Memorial Award for the "Health Insurance Industry Person of the Year," granted by the National Association of Health Underwriters.



Gregory G. Wimmer, CLU, ChFC, CSSC, LHICGregory G. Wimmer, CLU, ChFC, CSSC, LHIC
Gregory G. Wimmer
Phone: 817-540-3141
Fax: 817-540-3795
3400 Pembrooke Parkway South
Colleyville, Texas 76034
United States

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Gregory G. Wimmer is a veteran of the Life, Health and Annuity Business. Mr. Wimmer has been retained in both federal and state courts in 26 states. He has the requisite background to render opinions in:

  • Life Insurance Underwriting
  • Agent and Broker Standard of Care
  • Life Insurance
  • Health Insurance
  • Annuities, Disability Income and related areas.

    Other areas of expertise include:

  • Health insurance
  • Equity Indexed Annuities
  • Variable Annuities
  • Disability Income Insurance
  • Long Term Care Insurance
  • Life Insurance Claims
  • Health Insurance Claims
  • Health Insurance Underwriting
  • Structured Settlements
  • Agents Duties and Standards of Care
  • Company Practices and Training
  • Agent and Agency Practices
  • ERISA plans

    View Expert Cases.



  • Insurance Expert Network, LLCInsurance Expert Network, LLC
    Phone: (215) 736-2980
    Fax: (215) 736-2986
    ALL States
    United States

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    Insurance Expert Network, LLC (IEN) is a network which includes over 200 highly qualified, reliable Insurance Experts with Litigation Management, Insurance Industry, and Expert Witness experience. Staffed by Insurance Industry Professionals, they easily discern requisite skills necessary to properly and fully support the Client. IEN is the only referral service providing insurance experts exclusively.

    IEN provides experts for both plaintiffs and defendants

    The experts in IEN are dedicated to their critical role in litigation, whether it be educating counsel on nuances of insurance, assisting attorneys in determining the merit of a case, testing potential evidence or testifying in a deposition or trial.

    IEN provides in-depth knowledge of the Insurance Industry and maintains a listing of over 120 Specialized Insurance Areas. The following is a sample of these areas:

    • Actuary
    • Automobile Insurance
    • Bad Faith
    • Binders
    • Business Interruption
    • Captives
    • Construction Defects
    • Credit Insurance
    • Directors & Officers
    • Excess & Surplus Lines
    • Fidelity
    • Fraud
    • General Liability
    • Insurance Accounting
    • Insurance Business Processes
    • Life & Health Insurance
    • Marine Insurance
    • Misrepresentation
    • Producer Errors & Omissions
    • Producer Standards & Practices
    • Production Development
    • Professional Liability
    • Property Insurance
    • Regulatory Compliance
    • Reinsurance
    • Surety
    • Workers Compensation
    View the Complete List of Specialized Insurance Areas

    The IEN Advantage:
    1. There is no charge for referrals.
    2. Generally, a nationwide search and subsequent referral can be completed within 48 hours.
    3. To assist the attorney with the selection process, IEN provides a case-specific statement of qualification from each potential expert.
    4. IEN personnel are highly experienced and knowledgeable about insurance.



    Jordan ConsultingJordan Consulting
    Dr. Carol A. B. Jordan
    Phone: (334) 670-3633
    Fax: (334) 670-5853
    1249 Hunters Mountain Pkwy.
    Troy, Alabama 36079
    United States

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    Dr. Carol A. B. Jordan is an Insurance and Risk Management Consultant and Testifying Expert. She has been the sole proprietor of Jordan Consulting since 1988 and through her consulting firm works as a testifying expert in the areas of Life Insurance, Disability Income, Personal Lines, Insurance Industry Practice and Bad Faith. Dr. Jordan serves as the Eminent Scholar of Risk Management & Insurance at Troy University.

    Qualifications:

    • Doctor of Philosophy in Business Administration, emphasis in Risk Management and Insurance
    • Eminent Scholar of Risk Management and Insurance
    • State Farm Endowed Professor of Insurance
    • Insurance and Risk Management Consultant, and Testifying Expert
    • Insurance Agent
    • Commercial Insurance Underwriter
    • Insurance Manager
    • Claims Examiner



    JP  Inscon Group, Inc.JP Inscon Group, Inc.
    Joseph P. Petitta
    President
    Phone: 727-669-9608
    Fax: 727-669-9608
    6 Oakleaf Ct
    Safety Harbor, Florida 34695
    United States

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    Joseph Petitta, President of JP/Inscon Group, Inc., has 35 years experience in the Insurance Claims Industry in the areas of technical claim handling, management and consulting/expert witness services. Consulting and expert witness services are provided for insurance related litigation either from the plaintiff or the defense perspective in the following areas:

  • Bad Faith
  • Coverage Disputes
  • Policies and Procedures

    Areas of Expertise:
  • Property/Casualty Claims
  • Surety Bond Claims
  • Life/Health Misrepresentation Claims



  • MBA Actuaries, Inc.MBA Actuaries, Inc.
    Jim Toole, FSA, CERA, MAAA
    Managing Director, Life & Health
    Phone: 336-768-8217
    Fax: 336-768-2185
    1400 Old Mill Circle, Suite A
    Winston-Salem, North Carolina 27103
    United States

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    Jim Toole is an actuary with over 20 years of experience in the Insurance Industry. He has worked in various lines of business including Life (Individual, Group and Credit), Health, and P&C from the product development, financial reporting, and regulatory perspectives.

  • Individual life product experience includes Term, Whole Life (non-par, par, and excess interest), Universal Life, Variable Universal Life, and COLI as well as a variety of riders. His health experience spans self insured plans, large group, small group, association group (MEWAs), health savings accounts (HSAs), work-site (voluntary), and critical illness type limited benefit products.
  • His project background includes experience analysis, product development, cash flow testing, budgeting, loss reserving, U.S. GAAP, mergers and acquisitions (appraisals and due diligence), bancassurance (product development and strategic analysis), financial process re-engineering, distribution channel analysis, and demutualization.



  • Richard Mintzer Associates, LLCRichard Mintzer Associates, LLC
    Mr. Richard Mintzer
    Phone: (303) 530-0859
    Fax: (720) 294-0243
    5551 Jewel Creek Court
    Boulder, Colorado 80301
    United States

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    Richard Mintzer Associates, LLC serves as both Insurance Industry Expert Witnesses and Consultants. They offer their services nationally. Based on their experience, they place special emphasis on agency / company disputes, professional responsibility issues, insurance practice and standards, building product failure, (construction defects, and environmental coverage's.defense only.)

    Richard Mintzer has thirty years experience as a General Agent for several of the leading Property and Casualty Insurers in the U.S as well as overseas, which qualifies him as an expert on most insurance issues. He was the Director of Insurance Education for ten years at the Community College of Aurora until he resigned in September 2002.

    Areas of Expertise:

  • Insurance Agency Management
  • Agent / Company Disputes
  • Insurance Agency Standards and Practices
  • Professional Responsibility of Insurance Agents
  • Insurance Agents Errors & Omissions
  • Insurance Licensing
  • Insurance Policy Analysis
  • Marine Insurance
  • Property Insurance
  • Casualty Insurance
  • Building Product Failure
  • Construction Defects
  • Environmental Insurance



  • Richard Pfluger Insurance ServicesRichard Pfluger Insurance Services
    Richard Pfluger
    Phone: (908) 647-1743
    129 Hickory Tavern Road
    Gillette, New Jersey 07933
    United States

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    Richard Pfluger has 30 years of experience in the Commercial and Personal Insurance Industry which includes Management, Marketing, Underwriting, Reinsurance and Consulting.

    Mr. Pfluger's experience includes property, casualty, life and health insurance industry as a fire protection engineer, broker, agent, underwriter and consultant. As an expert witness, Mr. Pfluger's experience includes personal and commercial insurance, surplus lines, life and health insurance and reinsurance.

    Services and Expertise Include:

    • Early Case Review
    • Evaluation of Insurance Agent's and Broker's Errors and Omissions
    • Coverage Disputes
    • Agent / Broker Responsibility and Agent / Company Relations
    • Insurance Practices and Standards



    Robert Hughes Associates, Inc.Robert Hughes Associates, Inc.
    John Oakley
    President
    Phone: (972) 980-0088
    Fax: (972) 233-1548
    508 Twilight Trail, Suite 200
    Richardson, Texas 75080
    United States

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    Robert Hughes Associates, Inc., was founded in 1979 with the goal of providing insureds and self-insureds with an organization that was able to give responsive, innovative and objective counsel regarding their insurance and risk-based needs.

    RHA, Inc., is built upon a foundation of trust, reliability, independence, diversity and objectivity. In simple terms, we work with you in a hands-on manner to bring about the very best solutions to all of your unique and complex insurance and risk-related problems.

    Whether your consulting needs require Insurance, Risk Management or Actuarial Services, we can provide you with the very best solutions from the very best people in the insurance industry. If you are looking for assistance in the areas of insurance company management, specialized insurance programs or insurance-based litigation support services, we have the right people with the right experience for the job

    SERVICES PROVIDED:

    Litigation Support Services:

  • Confidential Consulting
  • Trial Testimony
  • Depositions
  • London Market Research
  • Insurance Archeology

    Actuarial Services:
  • Adequacy of Current Reserves
  • Future Losses, Ultimate Losses and IBNR
  • Cost and Attachment Points for Excess Coverage
  • Current Losses and Loss Expense Reserves
  • Statutory Opinions on Loss Reserves
  • Statutory Rate Filing Requirements
  • Loss Reserving Data Systems and Methodologies
  • Annual Actuarial Valuations
  • Feasibility Studies
  • Experience Modification Analysis
  • Decision Analysis
  • Life Expectancy Models

    Insurance Management:
  • Day to Day Company Management
  • Premium Levels and Loss Patterns
  • Supervision of Third-Party Administrators
  • Statutory Filings
  • Regulatory Correspondence and Inquiries
  • Monthly Financial Reports
  • Loss Reserve Analysis to Predict Losses
  • Actuarial Trending and Development
  • Claims Processing and Payments
  • Adequacy of Claims Reserves

    Custom Insurance Programs:
  • Niche Markets
  • Risk retention Groups
  • Insurance Pools
  • Innovative Business Programs

    Insurance and Risk Management Consulting:
  • Insurance Structure Review
  • Policy Review and Analysis
  • Bid Specifications
  • Financial Analysis of Retentions
  • Claims Reviews
  • Claims Auditing Services
  • Claims Management
  • Claims Handling Procedures



  • Thomas H. VeitchThomas H. Veitch
    Langley and Banack, Inc.
    J.D., CLU, CPCU, CIC
    Phone: (210) 736-6600
    Fax: (210) 735-6889
    745 E. Mulberry, Suite 900
    San Antonio, Texas 78212
    United States

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    Thomas H. Veitch, J.D., CLU, CPCU, CIC, has been engaged in the practice of law since 1973. His total experience in the Insurance Business exceeds 40 years and encompasses experience in Claims Adjusting, Underwriting, Sales and Field Management Positions, Insurance Defense Work, Agency Consultation in Mergers / Acquisitions and Valuations, Mediation, Expert Witness / Consulting, and similar Insurance Law matters.

    Areas of Focus:

  • Agents or Brokers Errors and Omissions
  • Insurance Coverage Analysis
  • Bad Faith / Misrepresentation
  • Claims Handling Standards
  • Insurance Industry Customs and Practices
  • Insurance Law
  • Mediation
  • Arbitration
  • Consulting / Expertwitness



  • VFD Consulting, Inc.VFD Consulting, Inc.
    Vera Dolan
    MSPH, FALU, ELS, Principal
    Phone: (707) 463-3200
    Fax: (707) 463-3209
    601 North State St., Suite 2000
    Ukiah, California 95482
    United States

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    Vera F. Dolan is an Epidemiologist with over 25 years in the Life Insurance and related industries. Her areas of expertise include Life Expectancy Calculations, Life Underwriting Medical History Misrepresentation, Life Underwriting and Risk Assessment Issues, and Impaired Risk Underwriting Assumptions.



    William C. Cutlip ConsultingWilliam C. Cutlip Consulting
    William C. Cutlip
    FSA, MAAA, FCA, CLU, ChFC, CPCU
    Phone: (520) 572-8833
    Fax: (520) 247-6592
    8021 Wildomar Drive
    Tucson, Arizona 85743
    United States

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    Tucson Office:
    8021 N. Wildomar Drive
    Tucson, AZ 85743
    T: (520) 572-8833
    C: (520) 247-6592
    F: (520) 579-6688
    email:cutlipconsulting@cs.com


    William C. Cutlip has more than 40 years experience as an Actuary. Prior to consulting, he spent over 30 years in the insurance industry focusing on management and product development. Educated at Massachusetts Institute of Technology and Oklahoma State University, William C. Cutlip specializes in risk evaluation and expert witness work for attorneys, product development for insurance companies, and business consulting.

    Mr. Cutlip was an editor of and the major contributor to The Actuary’s Career Planner. He has served on a wide variety of professional committees for the past 30 years, including chairmanship of the SOA E&E Professional Development Task Force, former editor of The Actuary, and chair of the American Academy of Actuaries General Committee of the Actuarial Standards Board. He currently chairs the SOA Professional Development Committee and has been a frequent presenter at meetings and seminars.

    Areas of Expertise:

  • Expert Witness
  • Forensics
  • Litigation Support
  • Arbitration
  • Insurance Company Consulting
  • Business Consulting

    Memberships & Affiliations:
  • Fellow, Society of Actuaries (FSA)
  • Member, American Academy of Actuaries (MAAA)
  • Fellow, Conference of Consulting Actuaries (FCA)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Chartered Property/Casualty Underwriter (CPCU)
  • Member, International Association of Consulting Actuaries



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