Published Articles/Studies:
· Life Settlements vs. STOLI: Let’s Get the Debate Straight
(published December, 2008 - ProducersWEB)
· Understanding the Differences between Stranger Owned Life Insurance (STOLI)and Life Settlements
(published December, 2008 - On the Risk)
· Life Settlements vs. STOLI
(published December, 2008 - Insurance News Net Magazine)
· Underwriting the “Silver Tsunami”
(published November, 2008 - ProducersWEB)
· Alternative Pay Plan
(published October, 2008 - Assisted Living Executive (magazine of ALFA)
· Economic Storms and Quality of Life in the Wake of the “Silver Tsunami”
(published September, 2008 - ProducersWEB, and ISIS)
· The Silver Tsunami (magazine cover story) and WHITE PAPER
(published August, 2008 - Insurance News Net Magazine )
· WHITE PAPER- Life Settlements: Looking for a Calm Financial Harbor in a “Perfect Storm”
(published July, 2008)
· Underwriting in the 21st Century: Informals—Turning a Pain into Profits
(published June, 2008 - On the Risk, and InsuranceNewsNet, June, 2008, ProducersWEB,
July, 2008)
· Life Settlements: Protecting the Golden Goose
(published April, 2008 - Insurance News Net Magazine)
· Underwriting in the 21st Century: Exploring the Direct-to-Consumer Channel
(published September, 2007 - On the Risk, and InsuranceNewsNet, September, 2007, ProducersWEB,
November, 2007, posted on SmartBrief)
· Aging and Long-Term Care Insurance: A National Policy Perspective
(published August, 2007 - Society of Actuaries: Long Term Care Section Newsletter, and
InsuranceNewsNet, September, 2007, ProducersWEB, September, 2007, posted on SmartBrief)
· Underwriting in the 21st Century: Remote Underwriting Study 2007 (Underwriting in your Underpants)
(published June, 2007 - On the Risk)
· Underwriting in the 21st Century: Understanding the Risks of Private Aviation
(published March, 2007 - On the Risk and InsuranceNewsNet, July, 2007 World News Network, July, 2007, ProducersWEB, October, 2007)
· INDUSTRY STUDY- Underwriting in your Underpants: Remote Underwriting Study 2006-2007
(Released at 37th Annual MUD Meeting as reported by National Underwriter, January, 2007, and featured by Insurance News Net, January, 2007, InsureIntell, February, 2007, Hot Notes by Hank George, 2007, posted on SmartBrief)
· Bringing Together the Pieces of the Insurance Puzzle by Understanding the Lifecycle of a Policy
(published February, 2007 - InsuranceNewsNet and HealthDecisions, InsureIntell, April, 2007, ProducersWEB, August, 2007)
· Breaking Down Barriers Between Underwriting and Distribution
(published January, 2007 – InsuranceNewsNet and InsureIntell, February, 2007; ProducersWEB, July, 2007)
· Overcoming the Underwriting Crunch through Outsourcing
(published January, 2007 – InsuranceNewsNet and InsureIntell, February, 2007)
· Underwriting in the 21st Century: Life Outside the Home Office
(published December, 2006 - On the Risk and InsuranceNewsNet, March, 2007, ProducersWEB, August, 2007)
· Underwriting in the 21st Century: Mastering the APS Paradox
(published September, 2006 - On the Risk and InsuranceNewsNet, February, 2007, InsureIntell, February, 2007, ProducersWEB, September, 2007)
· Underwriting As A Profit Center: Bringing Together the Pieces of the Puzzle
(published June, 2006 - On the Risk)
· How Insurance Companies Benefit from Professionally Summarized (APS) Attending Physician Statements
(published June, 2006 – InsuranceNewsNet and HealthDecisions)
· Underwriting As A Profit Center or How I Survived The 21st Century
(published December, 2005 - On the Risk)
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