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Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) Email & Phone Number
Insurance Broker, CPA, CGMA, Chartered Accountant (England and Wales)
at
Insurance Review Services
1 work email found
@insurance-review-services.com
2 phones found area 925
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Insurance Broker, CPA, CGMA, Chartered Accountant (England and Wales)
Location
San Ramon, California, United States
Who is Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London)? Overview
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Quick answer
Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) is listed as Insurance Broker, CPA, CGMA, Chartered Accountant (England and Wales) at Insurance Review Services, based in San Ramon, California, United States. AeroLeads shows a work email signal at insurance-review-services.com, phone signal with area code 925, and a matched LinkedIn profile for Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London).
Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) previously worked as Insurance Broker, CPA, CGMA, Chartered Accountant (England & Wales) at Insurance Review Services and Agent at New York Life Insurance Company. Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) holds Chartered Accountant (England & Wales), Accountancy from H. Foulkes Lynch School Of Accountancy, London.
Company email context
Email format at Insurance Review Services
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*@insurance-review-services.com
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AeroLeads found 1 current-domain work email signal for Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London). Compare company email patterns before reaching out.
Profile bio
About Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London)
Insurance Review Services specializes in - Insurance Portfolio Reviews - Life Insurance - Disability Insurance - Long Term Care Insurance - Trust Owned Life Insurance (ILIT’s) – Retirement Funding - Businesses Buy/Sells, Key Person insurance, and the sales/lapsing of policies.A portfolio review refers to a review of investment products but what is essential is a review of one’s insurance portfolio, because, unlike traditional investments, mistakes with insurance selection can carry huge financial and emotional costs that are not easily rectified. Insurance is an asset and as such its intricacies need to be fully explained thereby providing invaluable security to the policyholder.As a CPA and past Internal Audit Manager of a major life insurer, I am well versed in the regrets of policyholders who have never had a professional review of their Insurance Portfolio.LIFE INSURANCE - there are policies that pay benefits for Chronic Care/Long Term Care and Critical Care by advancing the Death Benefit. There are 40-year term policies.DISABILITY - Group Long Term Disability policies have limitations for example the policy is not portable on changing employment.LONG TERM CARE - There are policies that insure joint lives for lifetime benefits and if LTC is never needed also pays a Death Benefit that often exceeds paid premiums.SERVICES - COMPLIMENTARY INSURANCE PORTFOLIO REVIEWS - Life Ins. - Disability Ins. – Long Term Care Ins.- Retirement Planning - Business Ins. Buy/Sell, Key Person - College Funding - ILIT/TOLI Insurance for Estate Planning.
Listed skills include Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, and 25 others.
Current workplace
Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London)'s current company
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9 roles
Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) work experience
A career timeline built from the work history available for this profile.
Insurance Broker, Cpa, Cgma, Chartered Accountant (England & Wales)
Current
Insurance Review Services
I am a CPA - PW alumnus specializing in evaluating insurance portfolios consisting of Life, Disability, Long Term Care, Business Ins, ILIT's/TOLI’s. With over 200 insurers introducing competitive products, an insurance portfolio should be optimized by an independent professional.A life insurance policy may have substantial intrinsic value that should be capitalized upon. We average a 30 to 40% optimization. In a recent evaluation, we increased the death benefit by $3.8 million with virtually NO increase in premiums. If interested, all we need is an INFORCE ILLUSTRATION obtained directly from the insurer to make a preliminary assessment. The insurer compensates us.Please contact me to address any concerns.
Apr 2012 - Present
Agent
Agent at New York Life Ins Co servicing the Accounting and Legal Profession
Oct 2009 - Feb 2012
President
Starcare International Inc.
President of Starcare International a Hospital Financial Consulting firm sold in 2001.
Oct 1980 - Sep 2009
Audit Manager
Blue Cross Of Northern California
Manager of Hospital Audits and Appeals in Northern California for the Medicare program
Jul 1978 - Sep 1980
Internal Audit Manager
Cna Life Insurance Co.
Managed the audits of the Life and Health divisions of the Life Insurance Company
Oct 1976 - Jul 1978
Mar 1971 - Oct 1976
Senior Auditor
Price Waterhouse
Conducted audits of public companies.
Sep 1968 - Mar 1971
Chartered Accountants Articled Clerk
Hagley Knight & Co
Trainee Chartered Accountants auditing small and medium-sized businesses.
Sep 1963 - Aug 1968
2 education records
Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) education
Chartered Accountant (England & Wales), Accountancy
H. Foulkes Lynch School Of Accountancy, London
General Certificate Of Education - University Of Cambridge, Mathematics
Oak Grove Boys' School - Boarding School In The Himalayas
FAQ
Frequently asked questions about Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London)
Quick answers generated from the profile data available on this page.
What company does Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) work for?
Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) works for Insurance Review Services.
What is Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London)'s role at Insurance Review Services?
Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) is listed as Insurance Broker, CPA, CGMA, Chartered Accountant (England and Wales) at Insurance Review Services.
What is Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London)'s email address?
AeroLeads has found 1 work email signal at @insurance-review-services.com for Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) at Insurance Review Services.
What is Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London)'s phone number?
AeroLeads has found 2 phone signal(s) with area code 925 for Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) at Insurance Review Services.
Where is Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) based?
Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) is based in San Ramon, California, United States while working with Insurance Review Services.
What companies has Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) worked for?
Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) has worked for Insurance Review Services, New York Life Insurance Company, Starcare International Inc., Blue Cross Of Northern California, and Cna Life Insurance Co..
How can I contact Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London)?
You can use AeroLeads to view verified contact signals for Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) at Insurance Review Services, including work email, phone, and LinkedIn data when available.
What schools did Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) attend?
Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) holds Chartered Accountant (England & Wales), Accountancy from H. Foulkes Lynch School Of Accountancy, London.
What skills is Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) known for?
Withbert (Bert) Payne, Cpa, Cgma, Chartered Accountant (London) is listed with skills including Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Small Business, and Financial Advisory.
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