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  Biography
BIOGRAPHY
Contributing Writer
National Speaker
Industry Service
Membership
Moderator
Underwriter


As a disability claims consultant and expert witness Gerry Katz has more than 40 years experience in the disability insurance arena.

Gerry has served as a contributing writer to Physician's Management, Dental Economics, Dental Management, Case & Comment, The Practical Lawyer, The D.O., The Southern Journal of Optometry, The Florida Architect, Veterinary Economics, International Association of Financial Planning Journal, Life Association News, Life Insurance Selling, FAHU Voice, the National Health Insurance Underwriter and Broker World and California Broker.

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Gerry represented many insurance carriers marketing individual and group disability insurance protection including but not limited to UNUM Life, Provident Life and Accident, Paul Revere Life, Monarch Life, Massachusetts Casualty and Maccabees Mutual. He previously helped a major disability insurance carrier design an entire series of individual disability insurance policies.

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A national speaker on disability insurance topics, Gerry has spoken at several annual National Association of Heath Underwriters conventions, Disability Insurance Training council seminars and has conducted continuing education seminars in California, Florida, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, Tennessee and Texas. Gerry is a former qualifying member of the Million Dollar Round Table and for many years, was a consistent qualifier for the National Quality Award, National Sales Achievement Award and Health Insurance Quality Award. He is a life member of the NAHU Leading Producers Round Table.

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Gerry has served the National Association of Health Underwriters as a Regional Vice President and NAHU 2nd Vice President. He is a Past-President of NAHU's Leading Producers Round Table (LPRT), Past-President of the Disability Insurance Training Council (DITC) and served on the Board of Directors of the Florida Association and Dade Association of Health Underwriters. He is a Past-President and Co-Founder of the Gold Coast Association of Health Underwriters and served on the RHU/REBC Commission, as the Region III Commissioner. He currently serves as Secretary and Board Member of the International DI Society.

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For several years, he has been a moderator for the Life Underwriters Training Council (LUTC) Disability Income Insurance Course and since 1986 he has conducted over 70 Continuing Education courses in the State of Florida. In 1986, Gerry received the first Stanley Greenspun Health Person of the Year Award presented by the Gold Coast Association of Health Underwriters.

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Gerry is a Registered Health Underwriter (RHU), a member of the International Association of Financial Planners, is listed in Who's Who in Insurance and in 1995 received his Associate Life Health Claims designation (with distinction). Gerry Was awarded status as a Diplomate of the American Board of Forensic Examiners in 1997 and in 2006, Fellow of the American College of Forensic Examiners. In June 1997, Gerry received the Harold R. Gordon Memorial Award, as the "Health Insurance Industry Person of the Year," recognized as the most meaningful and significant individual honor accorded by the health insurance industry, presented by the National Association of Health Underwriters. The NAHU presented Gerry with the William G. Wetzel Excellence in Speaking Award in 2002.

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As a disability insurance claims consultant and expert witness Gerry's primary responsibility is helping disabled professionals, business owners and executives understand the true complexity of their claims process and helping them secure disability income insurance benefits.

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He approaches these responsibilities with the same passion he has for his two favorite pastimes, fishing and photography.

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ProfessionalMemberships & Affiliations

  • Diplomate, American Board of Forensic Examiners
  • Associate Member, Association of Certified Fraud Examiners
  • RHU, Registered Health Underwriter
Member

  • Board Member & Secretary, International DI Society
  • Financial Planning Association
  • National Association of Insurance and Financial Advisors
  • Florida Association of Insurance and Financial Advisors
  • Florida Association of Health Underwriters
  • Broward Association of Health Underwriters
  • Dade Association of Health Underwriters
  • Broward County Association of Insurance and Financial Advisors
  • Miami Association of Insurance and Financial Advisors
  • Sawgrass Association of Insurance and Financial Advisors

Life Member

  • NAHU Leading Producers Round Table

Recipient   

  • Harold R. Gordon Memorial Award - Natonal Health Insurance Person of the Year - 1997
  • William G. Wetzel Excellence in Speaking Award - 2002

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