David Shapiro, Founder  
 
 

A nationally renowned writer and speaker, Shapiro has been involved in every element of product design and marketing for investment-oriented insurance products, and has trained stockbrokers, financial planners and bank sales representatives.

Shapiro is credited with being a major influence in creating and advancing leading edge products and being at the forefront in design of single pay life, maturity driven annuity contracts, equity indexed annuity contracts and unbundled life and annuity contracts. In addition, he also provides expert testimony in litigation involving annuities and the use of annuities in the market with a special emphasis on suitability and product design. He has developed a reputation as one of the industry’s foremost thought leaders in the areas of retirement issues and technology.

Shapiro has been a featured columnist in the National Underwriter since 1993, where he has written about the design and use of annuities, and a contributing writer for Investment News. He is the author of "Retirement Countdown,"(www.retirementcountdown.com) and co-author of two textbooks for Dearborn Financial, including the industry’s best selling text on annuities, and a book on distributions from qualified plans.

Shapiro is regularly quoted in the Wall Street Journal, American Bankers, Money Magazine and Business Week.

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