Insurance Specialist - BOLI & COLI
Steven provides actuarial consulting services for insurance companies, banks and other financial institutions, non financial companies, and brokers and consultants. He is nationally known for his expertise in designing, evaluating, pricing and administering all aspects of Corporate Owned Life Insurance ("COLI") and Bank Owned Life Insurance ("BOLI").
Expert Witness / Litigation Support
Steven provides litigation support as an expert witness and consultant. He is able to provide expert advice and testify in cases related to all types of life insurance issues, including COLI, BOLI, broker compensation and administration; regarding pension funding and benefits; Personal Injury and Wrongful Death economic damages - Life expectancy, Discount rates, and future income and expenses.
Mortality and Longevity Mitigation
Steven is a co-inventor of several patents dealing with mortality and longevity swaps and other capital market financial instruments. He consults with defined benefit pension plans regarding their longevity issues and insurance companies on both their mortality and longevity mitigation issues relating to life insurance and annuities.