David Solie is a managing director and the medical director of Marsh Private Client Life Insurance Services in Woodland Hills, California. With 25 years of medical and life insurance underwriting experience, David is expert in the assessment, packaging, and negotiation of life insurance programs for high net worth clients.
Today, he is a recognized leader in the integration and evaluation of medical issues as a key element in the health and wealth planning process. David pioneered a new risk management protocol in the underwriting of life insurance that has become the hallmark of his approach and success with his clients and their advisors.
With special interest in lifestyle issues and the health and wealth of families David is also a recognized expert in the geriatric psychology, intergenerational communication, and extended life expectancy. This expertise has given him unique access to HNW advisors and their clients through his educational presentations and publications. His presentations include:
• The Secret Mission of Older Clients: Practical Communication Strategies for Working
with Older Clients.
• The Secret Mission of Baby Boomers: Practical Communication Strategies for Working
with Middle Age Clients.
• The Longevity Code: Common Themes in Extended Life Expectancy.
• Against All Odds: Preserving Quality of Life in a 24/7 World
He is the author of the book: How To Say It to Seniors: Closing the Communication Gap with Our Elders, published by Prentice Hall Press in September 2004, and is a member of the Professional Advisory Board of the Motion Picture and Television Fund.
David Solie is a graduate of the University of Washington, The University of Manitoba, and the University of Colorado Medical School.
Marsh, the world's leading insurance broker and risk adviser, has 26,000 employees and
provides advice and transactional capabilities to clients in over 100 countries. From risk
identification and assessment, to risk quantification and mitigation Marsh Global Consumer clients benefit from brokerage excellence, analytical rigor, deep intellectual capital, and seamless access to an extensive array of product and service offerings. By providing vision, value, convenience and innovation, our clients -- businesses, public entities, organizations, and private clients -- strengthen their balance-sheet and increase net income by unleashing potential and capitalizing on opportunities.
