I have investigated cases involving over a dozen different insurance companies including: Metropolitan Life, Prudential, New York Life,
John Hancock, Guardian, Allstate, Primerica, State Farm, Jackson National Life, Old Line Life, The Aid Association for Lutherans, Aetna,
The Mutual Trust Life Insurance Company and several companies who have been accused of misleading members of America's Labor Unions.
I was named as an Expert Witness by the very first law firm to take a MetLife case to trial in California. Since that time, I have participated
as an Expert and/or percipient witness in numerous cases.
I have contributed directly to the investigations of several companies by several state's Departments of Insurance and Attorney General's
offices.
I have instructed a number of attorneys and State officials on insurance sales practices known as "churning, piggy-backing, and premium
re-direction".
I have investigated and/or referred over 3000 cases to various attorneys and am currently assisting many different law firms in several
states with the litigation of various insurance cases.
I have participated or been named in, written about, or assisted with: numerous news segments on NBC, ABC, and PBS affiliates,
Newsweek, Money, Woman's Day, Sales & Marketing Management magazines, The Wall Street Journal, National Underwriter, San
Francisco Chronicle, Los Angeles Times, Bloomberg News, Contra Costa Times and many other publications. I have been contacted
for assistance by people as far away as Ontario, Canada and Beijing, China.
In 1995, I Discovered over 300 employees of a large glass factory near Madera, CA, who were mislead by insurance sales people.
After exposing the fraud to Union representatives, various journalists, and a CBS television affiliate, I saw that everyone received restitution.
I contributed to the investigation that led to the impeachment of California State Department of Insurance Commissioner, Chuck
Quackenbush.
October, 2000, I presented the "Courage and Caring Award" to Cindy Ossias, the Senior Staff Counsel at the California State
Department of Insurance who blew the whistle on a fund Quackenbush established with money from settlements he engineered with
insurance companies accused of failing to honor claims in the wake of the Northridge earthquake.
June, 2001, San Francisco Superior Court, Expert, opinion; testimony for plaintiff. Heller Ehrman White and McAuliffe v. Guardian Life
Insurance Company.
May, 2004, Expert, Consultant / Investigator for a firm in Paradise, CA. I investigated two agents who were accused of misrepresenting
the terms and conditions of Final Needs / burial policies for the Great Western, Homesteaders and Forethought life insurance companies.
December. 2002, Expert, Consultant/Investigator for the firm: Casper, Meadows & Schwartz, Contra Costa County, CA. Over 100 individual cases against
several life insurance companies who had been accused of misleading members of America's Labor Unions.