I work with a team of underwriting, actuarial and asset management professionals who are dedicated to providing superior medical and financial analysis of life contingent assets. We use many resources in the current literature to stay abreast of new trends and treatments in medicine. We continuously develop medical underwriting guidelines and procedures to evaluate complex geriatric medical histories and understand survival patterns. Understanding longevity risk helps to assure that our clients make informed decisions that will meet their investment goals while reducing longevity risk. Our team has unparalleled expertise in life insurance products, actuarial science, and medical underwriting, coupled with an innovative perspective on mortality and investment structures.

We are a member of the AHOU (Association of Home Office Underwriters). The AHOU is a group of insurance professionals associated with risk selection in the life, health and living benefits insurance industries. The AHOU exists to promote knowledge of mortality, morbidity and risk management through networking and educational opportunities.

Involved in research regarding longevity risk, life expectancy and survival patterns for mostly elderly persons wishing to monetize existing insurance assets they can no longer afford or need.

Mortality research and life expectancy estimating for mostly elderly insureds wishing to monetize existing insurance assets they can no longer afford or need.

Life insurance risk selection

Managed a staff that medically underwrote life, health and disability applications for a large third party administrator.

Sold and serviced life insurance applicants and policyholders.