David Solie

Current

Managing Director at Marsh Private Client Services

Past

President at RiskTutor, Inc.
President at Second Opinion

Education

University of Colorado School of Medicine
University of Manitoba
University of Washington

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Recommended

3 people have recommended David

Connections

186 connections

Industry

Financial Services

Websites

David Solie’s Summary

• Educator, clinician, speaker, author, and underwriting expert for life insurance.
• 25 years experience in underwriting for HNW clients who are utilizing life insurance as part of their estate planning strategy.
• Created unique representation strategies for HNW clients (Case Research Protocol) that have led to exceptional underwriting outcomes.
• Acknowledged expert in geriatric psychology whose pioneering regarding the developmental agenda of older clients has led to communication breakthroughs for countless professionals and layperson alike.
• Author of How To Say It To Seniors, a handbook of groundbreaking communication strategies for professionals who work with older clients.
• Respected speaker in the area of client communications whose training programs include The Secret Mission of Older Clients and The Secret Mission of Baby Boomers,
• Respected speaker in the area of longevity and quality of life whose training programs include The Longevity Code and Against All Odds: Preserving Quality of Life in a 24/7 World.

David Solie’s Specialties:

Risk assessment of life expectancy, medical analysis and underwriting, optimizing medical information to negotiate the most favorable life expectancy, HNW client presentations, HNW client relationship manager, lifestyle assessment and coaching, Finanical advisor presenations.

David Solie’s Experience

Managing Director

Marsh Private Client Services

(Public Company; MMC; Insurance industry)

September 2004 — Present (5 years 3 months)

Managing Director of the HNW Wholesale division of Marsh Private Client Life Insurance Services working with non-traditional distribution system that include wirehouses, private banks, trust companies, and family offices to provide life insurance resources to their HNW clients.

Business Leader, Strategic Alliances of the U.S. Consumer Division of Marsh & McLennan providing a unique platform of HNW risk management resources to HNW organizations associated with wirehouse, private banks, trust companies, and family offices.
President

RiskTutor, Inc.

(Financial Services industry)

2006 — 2007 (1 year )
President

Second Opinion

(Privately Held; 11-50 employees; Financial Services industry)

1985 — 2004 (19 years )

Boutique brokerage agency specializing in the underwriting of HNW clients for life insurance with problematic health histories such as heart disease, diabetes, cancer, neurological disorders, or substance abuse.

David Solie’s Education

University of Colorado School of Medicine

CHA, PA , Pediatric Medicine, Family Medicine , 1976 — 1979
University of Manitoba

MA , English Literature , 1972 — 1974
University of Washington

BA , English Literature , 1969 — 1972

Activities and Societies:

Phi Beta Kappa
Magna cum Laude

Additional Information

David Solie’s Websites:

David Solie’s Interests:

Teaching, speaking, writing, stages of aging, intergenerational communication, eldercare, middle age challenges, emerging adulthood, concierge healthcare, legacy planning, estate planning, underwriting complex medical cases, quality of life, riding horses, Colorado mountains...