Panel of Experts
To contact our panel of experts call toll free 866-800-7474.
Prof. William H. Byrnes, Esq., LL.M.
William Byrnes is the leader of Summit Business Media’s Financial Advisory Publications for thr Reference Division. He has been an author and editor of 14 top-selling books and treatises and 19 substantial chapters for Lexis-Nexis, Wolters Kluwer, Thomson-Reuters, Oxford University Press, Edward Elgar, and Wilmington, as well as numerous commissioned, peer-reviewed, and law review articles. He was a Senior Manager, then Associate Director of international tax for Coopers and Lybrand, which subsequently amalgamated into PricewaterhouseCoopers, practicing in Africa, Europe, Asia, and the Caribbean.
He has been commissioned and consulted by a number of governments on their tax and fiscal policy from policy formation to regime impact. He has served as a strategic board member for companies in several industries including fashion, durable medical equipment, office furniture, and technology. Since 1994, he has been a professional trainer for professional association conferences, government workshops, and financial service institutions.
Before Associate Dean Byrnes joined the administration of Thomas Jefferson School of Law, he was a tenured law faculty member. He created the first online video-conference graduate program offered to wealth managers and life insurance producers without any legal background—see http://www.tjsl.edu (Graduate Program of International Tax and Financial Services, Thomas Jefferson School of Law).
Robert Bloink, Esq., LL.M.
Robert Bloink worked to put in force in excess of $2B of longevity pegged portfolios for the insurance industry’s producers in the past five years. His insurance practice incorporates sophisticated wealth transfer techniques, as well as counseling institutions in the context of their insurance portfolios and other mortality based exposures. Robert Bloink is a professor of tax for the Graduate Program of International Tax and Financial Services, Thomas Jefferson School of Law.
Previously, Robert Bloink served as Senior Attorney in the IRS Office of Chief Counsel, Large and Mid-Sized Business Division, where he litigated many cases in the U.S. Tax Court, served as Liaison Counsel for the Offshore Compliance Technical Assistance Program, coordinated examination programs audit teams on the development of issues for large corporate taxpayers, and taught continuing education seminars to Senior Revenue Agents involved in Large Case Exams. In his governmental capacity, Mr. Bloink became recognized as an expert in the taxation of financial structured products and was responsible for the IRS’ first FSA addressing variable forward contracts. Mr. Bloink’s core competencies led to his involvement in prosecuting some of the biggest corporate tax shelters in the history or our country.
Benjamin Terner currently advises attorneys, accountants, and other financial professionals on insurance, finance, and international and domestic tax matters as managing member of an alternative risk transfer insurance brokerage and premium finance capital firm. Formerly, Mr. Terner has served as chief operating officer for a transnational life and casualty insurance company, as well as vice- president of advanced underwriting for an international third-party insurance administration firm. Mr. Terner is also generally known for his understanding of financial products, captive insurance structures, reinsurance, insurance company taxation, and non-traditional underwriting. In addition, he serves as Fellow to the International Tax and Financial Services at Thomas Jefferson School of Law in San Diego; he holds a B.S. in Business Administration/Accounting from West Virginia University in Morgantown, and an International Business Certificate in Finance from the University Fillipin in Treviso Italy. He may be contacted at email@example.com.
George Mentz JD, MBA, CWM®, QFP
A licensed attorney, Dr. Mentz holds a Juris Doctorate in civil law, a Graduate Diploma Cert. in international law, and an MBA in tax and financial services. He is the first person in the U.S. to earn quad recognition and professional designations as a licensed attorney, MBA, and holder of financial planner licenses and financial consulting qualifications. Prof. Mentz is licensed in state and federal courts—USA, LA, EDLA—and is a licensed notary public – Mentz is also admitted to practice in the Federal US District Court of Colorado . Additionally, Mentz has passed exams and held licenses from FINRA/NASD, such as the Series 7, 63, and 65.
George Mentz was formerly in investment banking as a senior financial planner and wealth manager for an international Wall Street firm where he assisted in training over 5,000 employees and counseled the wealthiest clients. Dr. Mentz has taught over 200 graduate and undergraduate law and business courses and is the winner of several national faculty awards for excellence.
Prof. George Mentz is the author of dozens of books and essays and has been featured or quoted in the Wall Street Journal, The Hindu National, El Norte Latin America, Forbes, Reuters, the Financial Times, The China Daily, and the Arab Times. Further, Mentz has authored and edited dozens of books and articles addressing law, tax, management, finance, investments, risk, estate planning, project management, and compliance, including Wealth Management and Financial Planning . Prof. Mentz’s wealth management treatise and other books have been used to train over 10,000 professionals globally in banking, wealth management, risk, and project management.
Prof. Mentz is the founder of the AAFM® American Academy of Financial Management International Board of Standards and was instrumental in creating the first recognized ABA graduate law courses curriculum in wealth management, investment management, and private banking.
Prof. Mentz serves on the advisory boards of the AAFM ® American Academy International Board of Standards USA, The AABFS Arab Academy of Banking and Financial Sciences, The GBR Asia/China Financial Advisory Board, the India Institute for Financial Management, The Latin American Capitulo – Analistas/ Financiero, the ACCE African Economists Association, the International Assn. for Qualified Financial Planners, and has also served on the advisory boards of the Global Finance Forum in Switzerland and the World E-Commerce Forum in the UK, along with serving on the advisory boards of several charities, foundations, and schools. Mentz spends most of his time in Colorado Springs New Orleans Europe and New York City. Mentz has been a keynote speaker in Europe, Asia, Latin America and the USA and has been seen on television, radio and press. http://www.gmentz.com & www.ManagementConsultant.us
Kimberly Mulder started her career working in banking where she advanced through the ranks quickly getting experience in many different departments over four years. Ms. Mulder later worked as a stockbroker where she held the Series 7 and 63 licenses from FINRA/NASD. She started trading mutual funds, equities, and derivatives as well as discussing the complex margin implications from trades with clients.
Ms. Mulder is known for her understanding in financial markets, banking, business, and taxation. She holds a B.S. in finance from the University of Utah, and is currently pursuing a J.D. from Thomas Jefferson School of Law. Upon graduation, she will pursue an LL.M. in Taxation. You may contact Ms. Mulder at firstname.lastname@example.org.
Don Goode was with Potomac West, where he was instrumental in building their large case department. Along with his partner, Don successfully designed and negotiated the Power Play program for American General, and most importantly to AdvisorFX subscribers, his team lent support to the first agent in the history of the industry to ever receive more than $100mm in a single calendar year. When he stepped down from partner status at Potomac West, Don accepted a one year contract to lead the sales and marketing department for the esteemed Producer’s Group. Thereafter Don Goodman joined the Advanced Planning Division of the public company-BISYS-Potomac where he consistently produced individual policy transactions that were more than twenty times the company average.
Mike Rodman is a three-time qualifier for Top of The Table, MDRT’s highest honor, as well as a four-year member of the International Forum, and the Association of Advanced Underwriters (AALU). Rodman served as past president of NAIFA-San Diego and is an active member of The Financial Planning Association (FPA), The Society of Financial Service Professionals (SFSP), and The National Association of Independent Life Brokerage Agencies (NAILBA). He founded Advanced Planning Services, Inc. (APS) as “the Premier Advanced Sales and Advanced Underwriting organization” serving the entire industry, including producers, producer groups, and other agencies and carriers, for which it has been a two-time INC 500 winner.
Robert Stuchiner, CLU
Robert Stuchiner worked for some of the largest insurance companies, most recently AIG, where he was Senior Vice President in charge of market development and strategy for the AIG Affluent Markets Group. He has also worked for consumers of insurance products ranging from large corporations (North American Phillips) to a major law firm (Davis, Polk & Wardwell). Robert Stuchiner has published articles on life insurance products in Trusts & Estates magazine as well as in CCH professional publications. He is a frequent speaker to insurance industry associations. Robert is the winner of the National Career Achievement Award granted by the Lighthouse for the Blind.
Donald F. Cady
Donald F. Cady is an attorney and a Chartered Life Underwriter. Don is the author of the National Underwriter’s Field Guides and Field Guide Online, the web version of this book. For 20 years Don was with the Aetna Life Insurance & Annuity Company in various advanced underwriting positions. Prior to this, Don was a member of the U.S. Army Judge Advocate Generals Corps, with tours of duty in both Vietnam and Europe. He and his wife live in Fort Myers Beach, Florida. Don can be reached by e-mail at email@example.com.