Provides legal and technical guidance on sophisticated estate, wealth transfer, business succession, charitable, tax, and life insurance planning. Advises sales professionals and distributors, researches legal and regulatory developments, manages risk, develops educational and promotional content, presents advanced planning concepts, and supports product, marketing, compliance, underwriting, and strategic business initiatives.

Evaluate and manage the most complex, high-impact life insurance underwriting cases. Audit underwriting decisions and medical summaries, handle appeals, fraud referrals and contestable claims, train and mentor junior underwriters, assist management with risk research and process improvements, and serve as a subject matter expert to ensure policy compliance and service deadlines are met.