EXPERT WITNESS/LITIGATION SUPPORT

image10

Mel G. Todd, FSA, MAAA is a consulting actuary with more than 35 years of experience developing, pricing, marketing, selling and administering COLI and BOLI products and related nonqualified benefit plans. Mel has also served as an expert witness in several lawsuits and arbitrations related to COLI and BOLI products. In addition, Mel oversaw the successful launch of an IPO in 1998 and ran the publicly-traded company as President and CEO subsequent to the IPO.  Mel is an accomplished public speaker and well-known expert in his field.  He is able to provide expert advice and opinions and to testify in cases involving litigation or arbitration in all of the following situations:


  • COLI or BOLI product suitability cases,
  • COLI or BOLI disputes regarding contract interpretation,
  • COLI or BOLI disputes regarding commission levels or commission-sharing,
  • Reinsurance matters involving COLI or BOLI products,
  • Appropriate mortality assumptions for COLI and BOLI products,
  • Disputes about split dollar life insurance agreements,
  • Disputes about nonqualified deferred compensation plans,
  • Disputes about Supplemental Executive Retirement Plans (SERPs), &​
  • Disputes about fees and/or recordkeeping or administrative services related to COLI or BOLI products or nonqualified benefit plans.

CURRICULUM VITAE FOR MEL G. TODD

Information to come.