Unique Casework and Strategic Advocacy

Unique Case Work and Strategic Development, Advocacy

M&A review provided to government involving acquisition of insurer by Chinese firm in daily news on WSJ
Advised Fortune 50 health insurer on state regulatory strategy as well as on a specific M&A strategy with states
Fashioned Product Design and Filing Approval and refined 50 state game plan for global broker, enabling Innovative Annuity for Medicare insurance premium support
Mobilized top health insurers for advocacy game plan on accounting treatment for ACA health insurer fee
As architect of NAIC group solvency overhaul testified before US Senate Financial Services Committee, Subcommittee on Capital Markets regarding insurance regulatory response to AIG on NAIC approach
Seized and successfully sold troubled title insurers during financial crisis thereby preserving title insurance market
One of two US participants consulted on developing international insurance core principle for insurance groups
Authored “Windows and Wall” framework for US holding companies, on insurance fraud, surplus lines, and instrumental on licensing, receiverships, and guaranty funds
Instrumental lead on shaping law and policy regarding insurance fraud, surplus lines, licensing, receiverships, and guaranty funds
Launched first US-based global supervisory college, upon which all future colleges would be modeled
Activated a multistate market conduct settlement of Fortune 50 insurer which resulted in settlement with 32 states, creating template for quicker resolution of multistate market conduct settlements through NAIC’s MAWG
Represent healthcare providers on delivery of care issues before state legislature
Launched insurer coalition that lobbied Congress on Deficit Reduction Plan thereby avoiding potential harm to Medicare Supplement owners and insurers in the market
Created, implemented a national education campaign to save lives for national fire marshals and manufacturers
Lead strategist and advocate for national adjuster association before NAIC
Fashioned and implement actuarial education advocacy plan on behalf of global educator seeking US recognition on financial statements

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