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Expert Witness Profile

After graduating from Wharton, Steven Eisenberg started his 45 year actuarial career as a senior executive of several life insurance companies and consulting firms. He currently is consulting actuary for his own actuarial consulting firm and provides insurance consulting & actuarial litigation support & expert witness testimony. His prior assignments include personal injury & wrongful death (determination of economic damages - e.g. appropriate actuarial mortality rates & life expectancy, projection of losses and expenses, & discount rates). Other examples of his expert support include broker & TPA compensation & standards of practice; valuation of losses; interpretation and application of all life insurance policy form provisions; professional actuarial liability & captive reinsurance; policyholder insurance tax issues (7702, 7702A, 264); corporate & bank policy owner & insurance company (COLI/BOLI) litigation; COLI & BOLI (variable & general account) appropriateness & determination & application of actuarial assumptions.

He consults with insurance companies regarding their life insurance products (including COLI/BOLI products), administrative procedures, illustrations, insurable interest, policy holder tax issues, financial analysis & M&A. He invented broad based COLI and unwind strategies that are still used today.

He holds several patents on longevity & mortality swaps and derivatives.

Steven was an instructor of actuarial science at Georgia State University.

Education & Licenses

* Fellow Society of Actuaries (FSA)
* Member American Academy of Actuaries
* BS Economics, Wharton