I am regularly engaged as a speaker and writer on insurance, financial services, and on the law that governs both. It’s one of the things I do best. I pioneered a speaking and writing style that effectively communicates important and timely information, but does so in a manner that is interactive, engaging, and amusing—so that the messages register.
Over the decades I have spoken on insurance and financial services one or more times in: California, the District of Columbia, Florida, Illinois, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Texas, as well as Canada and in London.
Below are descriptions of several specific kinds of engagements.
Between 1990 and 2017, I appeared before all the organizations and companies listed below (where indicated, I made multiple appearances):
Address: “Class Action Vaccination”
This legal and business half-day presentation was given for client and non-client insurers at various dates and places in 2009 and 2010, largely in response to the wave of stranger-originated life insurance, aka “STOLI.” It was sometimes presented under the name “Steve’s STOLI School”.
Address: “A Few Million Here, a Few Million There, and Before Long It’s Real Money”
Address: “STOLI: Over the Next Hill”
Address: “Dangerous Intersection—Liability Exposures and Coverage Issues Arising From Financial Products and Strategies”
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