AT HOMESTEAD

At the request of California Senate Majority Leader Ellen Corbett, testified in support of SB 272, a bill that would prohibit the use of US Military Emblems in the endorsement of any financial products, goods, or services. The bill was approved by the Committee... Presented an overview of annuity abuse, Senior Seminars, Medi Cal, and Veterans Aid scams to a group of insurance professionals, attorneys, and Seniors. Met privately with insurance professionals to discuss specific cases... Asked by DOI to participate in an Expert focus group. The group reviewed the current question bank for the CA Life Agent exam, to ensure accuracy, currency, and clarity of the questions.

Primary location: Oakland