After earning an MBA with Honors from The University of Texas in 1993 and a BBA from The University of Texas in 1984, John has amassed a broad range of experience in financial, estate, business, insurance, and investment planning. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), He has lectured on the subject of Private Placement variable life insurance planning and products to various groups including the Heckerling Institute, Annual Private Placement Life Insurance and Variable Annuities Forums, AICPA Advanced Personal Financial Planning Conferences, and the American Bar Association Section of Taxation. John has also participated in private briefings with asset managers and brokerage firms and he has presented at numerous insurance conferences on the subject of both domestic and offshore private placement life insurance.
John has authored numerous insurance related publications and presentations:
- Distribution Strategies for Insurance Dedicated Funds, 13th Annual Private Placement Life Insurance and Variable Annuities Forum (Boston; Massachusetts; June 2015)
- Private Placement Insurance Products, AICPA Advanced Personal Financial Planning Conference (Las Vegas, NV; January 2015)
- Funding an Insurance Dedicated Fund, 12th Annual Private Placement Life Insurance and Variable Annuities Forum (Boston; Massachusetts; June 2014)
- Private Placement Life Insurance and Annuities – A Tax Efficient Option for Hedge Fund and Alternative Investors, Texas Family Office Network (Austin, Texas; August 2013)
- Domestic and Offshore Insurance Planning, STEP (Society of Trust and Estate Practitioners) Wyoming Conference (Jackson Lake Lodge; September 2012)
- Ask the Expert – A Panel Discussion, 9th Annual Alternative Investing through Private Placement and Annuities (Chicago, Illinois; June 2011)
- Identifying How Fees Work in the PPLI Process; Who Gets Paid What and When, IIR 8th Annual Alternative Investing Through Private Placement life Insurance (PPLI) & Annuities (Chicago, Illinois; June, 2010)