Senior Vice President – Government Relations
Areas of Expertise: Life Insurance, Interstate Compact, NAIC and NCOIL Relations, NARAB II, Optional Federal Charter, Producer Licensing.
Assistant Vice President – Federal Government Relations
Areas of Expertise: Life Insurance, Consumer Protection, Dodd-Frank/SEC Standard of Care, Federal Insurance Regulatory Reform, McCarran-Ferguson Act, NARAB II, Federal Insurance Office, Optional Federal Charter.
Vice President – Securities & State Government Relations
Areas of Expertise: Annuities, Corporate-Owned Life Insurance (COLI), Life Insurance, Life Settlements, Securities, Stranger-Originated Annuity Transactions (STATs), Stranger-Originated Life Insurance (STOLI), State Taxation of Insurance Products, Agent Designations, Dodd-Frank/SEC Standard of Care..
- NAIFA Blog Posts on Life Insurance
- NAIFA’s Life Insurance Tax Treatment Advocacy Page
- NAIFA Federal Legislative Issues