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Insurance (General) Consultants

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Scott J. Witt, FSA, MAAA
6010 Preston Lane
New Berlin WI 53151
phone: 414-525-8212
fax: 414-433-1864
Witt Actuarial Services, Inc. offers Fee-only Insurance Advisory Services to clients throughout the US including attorneys, financial planners, individuals, banks, business owners, accountants, and trustees of insurance trusts. Witt Actuarial Services offers objective, expert advice on Life Insurance, Annuities, and Actuarial issues.

Principal, 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). As a fee-only insurance advisor, Mr. Witt receives no commissions or incentives. He receives no form of compensation other than the hourly fees paid by his clients. As an actuary, Mr. Witt is an objective insurance expert and serves in a true fiduciary capacity for his clients, providing independent, unbiased advice, while also typically saving his clients a large multiple of their advisory fees.

Before founding Witt Actuarial Services, Scott was a fee-only insurance and actuarial advisor for the nationally recognized firm of Katt & Company. He started his career at Northwestern Mutual in Milwaukee, Wisconsin, where he worked in various actuarial roles for more than ten years. Areas of expertise and responsibility included life insurance pricing, risk management, valuation, mortality studies, and marketing.

A frequent speaker on the topic of life insurance, Mr. Witt is frequently quoted in local, regional, and national publications, including the Wall Street Journal, Investment News, Investment Advisor, San Francisco Chronicle, InsWeb, Smart Money, Financial Advisor, Dow Jones, Chicago Tribune, and BizTimes, among others.

View Scott Witt's Expert Witness 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
phone: 480-216-1364
fax: 480-367-8479
Robert E. Underdown, AINS, SIA, AIC, ARM, The Insurance Archaeologist ™, is an Insurance and Risk Management Consultant with over 30 years of experience in both private & public risk management.

Consulting Services:
  • Insurance - As a result of his background as a Claims Manager and Risk Manager, Mr. Underdown is in a position to provide coverage opinions based on real-world examples and on-the-job experience. He has developed a systematic method for bidding insurance programs
  • Agent Broker - Mr. Underdown has decades of experience in the area of Agent/Broker (Producer) duty. In addition, Mr. Underdown has experience in the areas of Producer Compensation and Producer Contingency Commissions
  • Coverage - Mr. Underdown has real-world practical experience in most areas of personal and corporate insurance coverage types from annuities to workers’ compensation
  • Risk Management - As a Risk Manager for over twenty years, Mr. Underdown gained a wide variety of experience in several industries both public and private. He is experienced and knowledgeable in the areas of cost of risk allocation, loss control programs, risk performance measurements, and safety management
  • Claims - With over ten years as a Claims Adjuster and Claims Manager and twenty years as a Risk Manager, Mr. Underdown has handled and supervised a great variety of claims beginning with investigating and adjusting property and casualty claims
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.

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Tommy R. Michaels, CPCU, AIC, ARe, ARM
PO Box 5236
Williamsburg VA 23188
phone: 860-656-6430
T.R. Michaels Claim Consulting, LLC is a Property and Casualty Insurance firm offering:

Complex Claims Analysis, Negotiation, and Mediation for:
  • Law Firms that have asbestos, environmental, toxic tort or other long tail claims
  • Insured to determine the potential insurance coverage for claims against them
  • Insurance companies or insured to attend mediation
  • Mediation of claims between insurance companies or insurance companies and policyholders
Insurance Policy Interpretation and Retrieval:
  • Review of Insurance policies to determine coverage available
  • Search for and Assemble documents that provide evidence of insurance coverage
Claim File Audits for:
  • Reinsurance companies for pre-quote and at-risk claim audits
  • Corporations of third party administrators or insurance companies
  • Insurance companies of managing general agents or underlying carriers
Principal, 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.

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Steven A. Eisenberg, FSA, MAAA
1136 Old Roswell Rd
Roswell GA 30076
phone: 404-307-9861
Steven Eisenberg Insurance Actuary Expert PhotoSteven A. Eisenberg, FSA, MAAA, is a Consulting Actuary with over 45 years of experience in the Insurance Industry. He is a Fellow of the Society of Actuaries (1973) and a Member of the American Academy of Actuaries (1975).

Background Experience - Mr. Eisenberg's experience includes actuarial design, administration and illustration of various life insurance and annuity products, including traditional and non-traditional insurance products, universal life (or excess interest products), and both general account and separate account variable insurance products. It, also, includes pricing these products and developing appropriate actuarial assumptions (e.g. mortality and life expectancy, interest and discount rates, compensation, profitability 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 also 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..

His services are offered to clients nationwide.

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Snoaspen Insurance Group, Inc.
Paul W. Burkett, JD, CPCU, CIC, ARM,CRM, ALCM
10775 Double R Blvd
Reno NV 89521
phone: 775-682-4380
fax: 775-682-4301
Paul W. Burkett, JD, CPCU, CIC, ARM,CRM, ALCM, has been CEO of Snoaspen Insurance Group, Inc., since 1995. He has extensive experience:
  • Providing Insurance Risk Management Consultant Services and Policy / Risk Management Program Audit Services to Commercial Clients and Agents/Brokers
  • Providing Personal and Commercial Insurance Policy Coverage training for Agents, Brokers and Risk Managers
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. From Frank B. Hall, Mr. Burkett assisted in establishing the Meadowbrook of Colorado office and focused on developing specialized group programs.

Paul Burkett delivers seminars as a National Instructor for Certified Insurance Counselor (CIC) Courses, National Instructor for Certified Insurance Service Representative (CISR) Courses and a Nevada Independent Insurance Agents Association Instructor for numerous Personal and Commercial Insurance coverage topics.

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
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901-1851 Sherbrooke east
Montreal H2K4L5
phone: 514-738-6476
fax: 514-738-2333
François Sestier, MD, PhD, FRCPC, FACC, CIME, is a Cardiologist and Life Expectancy Calculations consultant. An expert in his field, Dr. Sestier has delivered over 2,000 lectures around the world and authored over 45 publications. He has served as a Consultant and Medical Director for insurance companies for nearly 30 years.

Consulting - In his capacity as a medical officer for various insurance companies, including Quebec and Ontario Blue Cross since 1985 and Optimum Re Insurance Company since 2002, Dr. Sestier has reviewed over 1,000 applications for life Insurance, giving advice on the Mortality and Life Expectancy associated with the applicant's medical conditions.

He has performed calculations on such diverse conditions as traumatology, traumatic brain injury, spinal cord injury, morbid obesity, diabetes, different cardiac pathologies, sudden death, stroke, cerebral palsy, epilepsy, asthma, chronic obstructive lung disease, liver cirrhosis, hepatitis B and C, and all kinds of cancers, leukemias and lymphomas.

Dr. Sestier - Life Expectancy Calculation

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) and certifications from the American Board of Insurance Medicine (1995) and the American Board of Independent Medical Examiners (2011).

Associations - Dr. Sestier is a past president of CLIMOA (1996-1997), the Canadian Life and health Medical Officer Association, past-president of CSME (2011-2013), the Canadian Society of Medical Evaluators, and the past president (2010-2012) of AIDC, the world association of medical experts. He is also a Professor of Medicine at University of Montreal, and since 1999 director of the bilingual program of Insurance and Medicolegal Expertise at University of Montreal.

View Dr. Sestier's Expert Witness Profile.
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Scott Stein, ARM
5550 Glades Rd.
Ste. 509
Boca Raton FL 33431
phone: 561-495-790
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
phone: 855-255-5353
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
phone: 773-477-0201
fax: 773-477-0202
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.

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. Originally trained in psychiatry, 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. Dr. Baer provides Consulting Services on Medical Policy, Compliance, Billing, and Documentation and ICD-10 for Government and private payers, industry and providers. This includes:
  • Clinical Trials
  • Medical Billing Compliance
  • Medical Documentation Compliance
  • Medical Device and Drug Marketing
  • Coverage Expertise
  • ICD-10 Readiness
  • Medical Claims Processing Automation
  • Medical Claims Data Analysis
  • Dr. Baer also provides expert medical consultation on payer coverage requirements for the Medical Device Industry. His services include:
    • Review of new technologies to propose clinical study design to ensure post-approval coverage
    • Strategy to seek specific device coverage or overturn non-coverage decisions for government and commercial payers
    • Review of clinical data to make recommendations to strengthen coverage and payment positions
    View Dr. Baer's Expert Witness Profile.
    Richard Baer, MD
    A Doctor’s Harrowing Story of Treating a Woman with 17 personalities.
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    Joe L. Williams, CPCU
    4550 Post Oak Place Drive
    Suite 227
    Houston TX 77027
    phone: 713-275-4003
    fax: 713-275-4004
    PozmantierWilliams Insurance Consultants, LLC is an Insurance / Risk Management firm that offers clients negotiating expertise and depth of knowledge to optimize their coverage while in many cases reducing costs.

    Services Include:
    • Design / Implement / Audit Insurance / Risk Management Programs
    • Contractual Review and Recommendations
    • Lease Analysis
    • Broker Selection / Broker Services Review Advice
    • Competitive Marketing of Insurance Programs
    • Merger and Acquisition Due Diligence
    • Executive Insurance Review
    • Claims Services
    • Captive / Alternative Risk Planning Services
    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.

    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.

    During the past several years, Mr. Williams has been a media contact for radio, television and news publications as an authoritative source of information about various insurance and risk management topics. He has taught numerous seminars on Business Insurance at the University of Houston. He has lectured and been a seminar leader on various insurance topics.

    View Joe Williams' Expert Witness Profile.
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    Daryll W. Martin, JD, MBA
    115 Bingham Ridge Drive
    Pittsboro NC 27312
    phone: 512-940-5140
    Daryll W. Martin, JD, MBA has a unique professional experience as a Lawyer, Insurance Broker, and Insurance Brokerage Executive. Mr Martin has over 30 years of insurance experience, serving nearly half of that time as corporate counsel for two international brokers, and the other half of that time as a senior insurance brokerage executive.

    Broad Coverage Experience: Property & Casualty; Employee Benefits / Life & Health (qualified and non-qualified); D&O / Employment Practices Liability / Fiduciary; Property / Business Interruption / Boiler & Machinery / Inland & Ocean Marine; Casualty: General Liability / Professional Liability / Workers Compensation / Umbrella / Excess.

    Broad Brokerage Customer Industry Experience: Construction; Energy; Transportation; Manufacturing; Financial Institutions; Health Care; Public Entity / Not For Profit; and, Technology

    Extensive Insurance Industry Operational Experience: Executive officer of nationally ranked insurance brokers; Managed and handled a variety of international, national, and middle market accounts; Self Insurance / Large Retentions / Alternative Risk Transfer Vehicles; Foreign Placements; Wholesale Brokerage; Insurance Underwriting; Reinsurance; Technical Services / Loss Control / Actuarial/Risk Management Consulting; Actuary Services / Actuary Liability; Insurer Solvency / Market Security; Finance and Accounting; Mergers & Acquisitions; Insurance Sales; Client Service Standards; Technology Infrastructure; Human Resource Management; and, Insurer / Broker Relationship Management.

    Areas of Expertise:
    • Bad Faith
    • Business / Employment Insurance
    • Insurance
    • Insurance Agency
    • Insurance Agent / Broker
  • Insurance Customs & Practices
  • Insurance Excess & Surplus Lines
  • Life Insurance
  • Property & Casualty Insurance
  • Risk Management
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    Olie R. Jolstad SCLA, FACFEI
    phone: 214-632-2788
    Olie R. Jolstad & Associates L.L.C. is an independent insurance and claims consulting firm representing both policyholders and insurance carriers in approximately 200 lawsuits. Our guiding principals are based on a careful review of the facts and evidence of individual cases, consistent with insurance industry customs, practices, and standards.

    Olie R. Jolstad & Associates L.L.C. specializes in:
    • Commercial Insurance Coverage Analysis and Disputes
    • Insurance Claims Handling
    • Broker/Agent Standards of Care
    Principal, 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 and forensic insurance policy reconstruction projects on behalf of policyholders.

    His areas of skill, knowledge, and expertise include coverage disputes, unfair and deceptive claims, claim settlement acts and practices concerning general liability, property, commercial auto, personal lines, business interruption, builders’ risk, excess and umbrella liability, aviation, workers’ compensation, loss sensitive rating plans, professional liability, errors and omissions, directors and officers, third-party claims administration, and Lloyd’s of London coverage and analysis.

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    Michael Arrigo
    620 Newport Center Drive
    Suite 1100
    Newport Beach CA 92662
    phone: 949-335-5580 x101
    Michael Arrigo - Managing Partner, Health care Practice works with health systems, health IT companies, and health plans.

    He has in-depth experience in HIPAA mandates, the HITECH Act and Patient Protection and Affordable Care Act (PPACA) and is a published author and regular speaker. He consults to clients including Health IT investors, Health IT companies, and health plans and hospital systems in matters regarding:
    • HIPAA 5010
    • ICD-10
    • Revenue Cycle Management
    • Meaningful Use of Electronic Health Care Records
    • Quality Measures for Medicare Advantage Hospital Value Based Purchasing
    • Medicare Advantage HEDIS 5-Star Ratings for Health Plans
    Mr. Arrigo was recently quoted in the Wall Street Journal Venture Capital Dispatch regarding medical coding standards and Wall Street Journal Health Blog regarding venture-backed information-technology companies that serve hospitals and health insurers. He provided a macroeconomic analysis of the reimbursement risk of the transition to ICD-10 CM and ICD-10 PCS on the U.S. health care economy in comparison to the impact of the mortgage backed securities devaluation and diligence work for a premier venture capital firm in the U.S on their investment in medical analytics, a health plan, physician group, and accountable care organization solutions.

    View Michael Arrigo's Expert Witness Profile. Degree from University of Southern California in Business Administration, UC Irvine Economics and Computer Science, Stanford Medical School biomedical informatics, Harvard Law School bioethics. Rule 26 disclosure includes over 35 cases, two recent trial appearances, arbitration. Recent Department of Justice retention resulted in $155 million settlement.
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    Key Coleman, CPA, CFA, CPCU, ARe
    1600 Market Street 32nd Floor
    Philadelphia PA 19103
    phone: 215-297-2325
    Marcum LLP is a dedicated Accounting, Tax, Business Advisory, Forensic Accounting, and Litigation Support firm that helps both private and public companies across a variety of industries manage their risk, litigation, compliance, financial reporting and productivity to achieve success in their markets.

    Key Coleman, CPA, CFA, CPCU, ARe is a Director in the Insurance Disputes practice of Marcum. Serving the insurance and reinsurance industries, he is one of the few experts nationwide who holds both the CPA and the CPCU designations. Mr. Coleman's consulting services include:
    • Insurance Advisory Services
    • Reinsurance Services
    • TPA / MGA / MGU Audits
    • Ceding Company Audits
  • Forensic and Litigation Services
  • Financial Advisory and Risk Services
  • Business Advisory
  • Key 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). Mr. Coleman began his insurance career in industry where he worked more than eight years in reinsurance and direct underwriting management.

    View Key Coleman's Expert Witness Profile.
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    Mary Wickens, JD, CFE
    2237 Raby Road
    East Lansing MI 48823
    phone: 248-770-4906
    M.K. Wickens, PLLC, is a Health Care Fraud and Compliance company. Principal, 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.

    Consulting Services:
    • Internal Investigations - As a highly experienced investigator, Mary Wickens is available to provide swift and thorough review of potential compliance and ethics issues. She is seasoned at handling potential whistleblower concerns, C-suite investigations, and reporting for self-disclosures. She provides comprehensive, understandable reports and recommendations to executives, audit committees, and auditors.
    • Compliance Consulting - Ms. Wickens is experienced in providing site reviews, red team reviews, and independent compliance reviews. She has in-depth knowledge developing and implementing effective corrective action plans and extensive experience in responding to government and commercial audits and investigations.
    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. Ms. Wickens has authored numerous professional publications and presentations on health care fraud and compliance, government and commercial audits, compliance programs, and healthcare contracting.

    View Mary Wickens' Expert Witness 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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