Results For Articles or Consultants
Statutory Financial Reporting
Dale is a 35+ year veteran of the insurance industry, from an underwriter trainee to president of an insurance company. Along the way, he was also an officer at 2 reinsurance companies for 14 years. The reinsurance experience provided an exceptionally broad view of the industry, dealing with numerous insurance company clients in standard lines,…
Areas of Expertise
- Account Collection Solutions (1)
- Account Collection Solutions (2)
- Account Development (9)
- Accounting & Auditing (3)
- Accounting/Auditing (2)
- Acquisition Candidate Identification (4)
- Acquisition Candidate Identification (3)
- Actuarial Services (2)
- Actuarial Services (1)
- Advisory Director Service (5)
- Agency - Broker - Wholesaler Relationships (12)
- Agency - Company Disputes (24)
- Agency Acquisitions - Mergers - Sales (8)
- Agency Analysis (10)
- Agency Management (11)
- Agency Profile Report (4)
- Agent - Agency (38)
- Agent/Broker Performance Reviews (16)
- Agent/Broker Selection (23)
- Appraisal of Agencies (6)
- Arbitration (15)
- Arbitrator (12)
- Assessment of Viability (2)
- Asset Purchase Agreements (4)
- Attorney (14)
- Audit Review of Defense Expenses (3)
- Automation Analysis/Purchasing (3)
- Bad Faith (35)
- Bank Owned Agencies (12)
- Bank Regulatory Issues (1)
- Binding Authority (6)
- Brochure Development (4)
- Brokerage of Agencies/ Books of Business (8)
- Brokerage of Company Books of Business (4)
- Business Broker - Companies (5)
- Business Broker - Wholesalers & MGAs (6)
- Business Continuity Planning (8)
- Buy/Sell Agreements (7)
- Capital Management (3)
- Captive Insurance Company Formation (6)
- Captive Insurance Feasibility Studies (7)
- Captive Related (5)
- Cash Flow & Budget Analysis (1)
- Cash Flow and Budget Analysis (3)
- Cash Flow and Budget Analysis (2)
- Claims Handling (43)
- Claims Management/Control (27)
- Cluster Development and Consulting (5)
- Company - Reinsurance Disputes (13)
- Company - Wholesaler - MGA (25)
- Company Profile Report (2)
- Compensation Analysis (5)
- Compliance Training (3)
- Compliance/Reporting (2)
- Contract Negotiation/Drafting (12)
- Contract Review (21)
- Contract vs.Coverage Analysis (22)
- Contractual Disputes (10)
- Corporate Modeling (2)
- Corporate Modeling (2)
- Corporations & Enterprise (36)
- Coverage - Claim Disputes - L&H (13)
- Coverage - Claim Disputes - P&C (46)
- Coverage Opinions (Post Loss) (25)
- Coverage Opinions (Pre Loss) (23)
- Crisis Management (10)
- Crisis Planning and Management (6)
- Cross Marketing (7)
- Customs (17)
- Customs, Standards, Practices & Duties - L&H (9)
- Customs, Standards, Practices & Duties - P&C (35)
- Damage Assessment (7)
- Data Management (3)
- Data Management (1)
- Deceptive Trade Practices (17)
- Delegated Authority Approval (1)
- Disaster Manuals (5)
- Disciplinary Matters (3)
- Dispute Management (11)
- Drafting/Negotiating Agreements (3)
- Due Diligence Investigations (10)
- Due Diligence Investigations (11)
- Due Diligence Investigations (7)
- Duties (32)
- E&O Avoidance and Prevention (29)
- Education (22)
- Education (45)
- Education/Professional Development (14)
- Employee Compensation/Management (5)
- Employee Procedures Manuals (8)
- Employer Operating Practices Manuals (8)
- Employment Agreements (7)
- Employment Practices (6)
- Enterprise Risk Consulting (18)
- Entity Formation (6)
- Entity Licensing (6)
- Equity Ownership Disputes (1)
- Errors & Omissions - L&H (14)
- Errors & Omissions - P&C (43)
- Errors and Omissions Cases (17)
- ESOP and Retirement Plans (3)
- Expert Witness - Litigation Support (60)
- Fair Market Valuations (8)
- Fair Market Valuations - Insurance Companies (4)
- Fair Market Valuations - Reinsurance Companies (1)
- Financial (13)
- Financial (14)
- Financial Turn around and Improvement (1)
- Financial Turn around and Improvement (3)
- Financial Turnaround & Improvement (2)
- Forensic Claim Analysis (9)
- Formation & Licensing (2)
- General Counsel Services (8)
- General Services (6)
- Government & Public Entity (9)
- Incentive Plans (4)
- Information Technology - Planning (2)
- Information Technology - Stratigic Planning (3)
- Information Technology - System Design/Installation (1)
- Information Technology (IT) Training (2)
- Information Technology (IT) Training (1)
- Insurance Bidding (15)
- Insurance Captive - Formation & Management (2)
- Insurance Company Performance Reviews (12)
- Insurance Coverage Analysis/Design (33)
- Insurance Product Development (10)
- Insurance Related (36)
- Internet Marketing (5)
- Legal - Litigation - Claims (67)
- Legal Consulting (45)
- Life and Health Sales (4)
- Loan Acquisition (2)
- Lobbying (1)
- London/International Market Relations (3)
- Loss Control Consulting (8)
- Loss Reserve Adequacy Review (5)
- Management (31)
- Management (24)
- Management Consulting (13)
- Management Consulting (19)
- Market Conduct Audits (1)
- Marketing Plans (7)
- Marketing Programs (9)
- Mediation (10)
- Mediator (9)
- Merger - Acquisition - Divestiture Advice (8)
- Merger - Acquisition - Divestiture Advice (4)
- Mergers/Sales/Acquisitions (7)
- Niche Market Development (7)
- Non-Compete/Non-Piracy Covenants (8)
- Operating Agreements (3)
- Operational Audits (10)
- Other (4)
- Other (5)
- Perpetuation Planning (7)
- Practice (36)
- Predictive Moding/ Loss Forecasting (3)
- Producer Acquisition/Compensation/Management (7)
- Producer Agreements (8)
- Producer Coaching/Development (15)
- Producer/Employee Recruitment (5)
- Professional Development (21)
- Profit Center Design and Development (4)
- Program Design/Development (6)
- Prototype Agreements (2)
- Recruiting and Executive Search (1)
- Regulatory/Disciplinary (4)
- Regulatory/Licensing (5)
- Reinsurance Expertise (11)
- Reorganization Assistance (4)
- Reputational Risk Management (5)
- Retail - Wholesale Relationships (8)
- Retrospective/Cost-Plus/Loss-Sensitive Rating (10)
- Risk Assessment Services (22)
- Risk Management (33)
- Risk Management Planning (19)
- Sale and Acquisition Consulting (8)
- Sale and Acquisition Consulting (5)
- Sales - Mergers - Acquisition (12)
- Sales - Mergers - Acquisition (8)
- Sales Training (8)
- Sales Training (5)
- Sales, Mergers & Acquisitions - See Business Brokers (4)
- Security/Compliance (1)
- Seminar Presentations (26)
- Seminar Presentations (14)
- Service Center Development (4)
- Staff Development (9)
- Standards (36)
- State Continuing Education Credit (21)
- State Continuing Education Credit (9)
- Statutory Auditing (3)
- Statutory Financial Reporting (1)
- Stock Purchase Agreements (3)
- Strategic Planning/Long-Range Consulting (8)
- Strategy Development (1)
- Structured Settlements (4)
- Third Party Administration (15)
- Third Party Administrator Audits (12)
- Trust-Owned Life Insurance Audit and Management (1)
- Trust-Owned Life Insurance Portfolio Management (1)
- Umpire (7)
- Underwriting - L&H (5)
- Underwriting - P&C (26)
- Underwriting Audits & Reviews (11)
- Underwriting Training/Monitoring (7)
- Unfair Claims Settlement Practices (30)
- Wage and Hour Claims (2)
- Webinars (16)
- Webinars (8)
- Wrongful Cancellation (16)
- Wrongful Termination/Discrimination/Harassment (5)
