Unparalleled Industry Experience
As a thirty-year veteran of the life insurance and annuity industry, I have worked for both mutual and stock life insurance companies. Today, the industry is changing at a faster pace than ever before. A new generation of consumers is seeking tailored products in an evolving digital marketplace. Regulatory activity at the federal and state level is presenting new challenges. Big data is here – and life insurers are still figuring out how it can, and cannot, be made useful.
I am here to help your organization better understand the marketplace and execute challenging projects successfully. My goal is to help your team navigate a challenging and uncertain future by providing exceptional industry and product analysis, training for your personnel, and performing custom research projects. My experience enables me to interact with organizational stakeholders which includes senior executives, product management, sales and distribution, marketing, underwriting, service, technology, legal and compliance.
My Areas of Expertise
New Product Development
Design new and competitive products, and bridge the gap between the actuarial and sales teams.
regulatory development monitoring
Stay abreast of developing issues and respond strategically to changes.
Product analysis and positioning
Grow sales and gain market share by leveraging key product strengths with producers and consumers.
Market Intelligence and Emerging Trends
See the changing playing field with greater clarity in order to remain competitive in the marketplace.
Marketing and Sales support
Demonstrate to producers and clients the overall product value through training and collateral material.
Producer and Employee Training
Provide education and other tools to improve their knowledge, skills and effectiveness.
corporate strategy
Provide insight on a competitor’s overall strategy, product portfolio, distribution strategy, service platform, underwriting processes, digital tools and other capabilities.
“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.”
Let's Discuss How I Can Help
Use the form below to contact me with any inquiry. I look forward to speaking with you soon.