Robert "Bob" Staffier is a Bates Group Testifying Expert with nearly 40 years of experience in the life insurance industry, specializing in life insurance product development, actuarial analysis, financial reporting, product management, and executive leadership. He provides expert analysis, consulting, and testimony in matters involving life insurance products, insurance industry practices, estate planning, wealth transfer strategies, actuarial principles, and insurer operations. His extensive background spans all phases of the life insurance product lifecycle, including product design, pricing, illustrations, regulatory filings, valuation, financial reporting, competitive analysis, and distribution support.
Prior to joining Bates Group, Bob held senior leadership positions at MetLife and New England Financial, including Vice President of Americas Actuarial Finance, Vice President of Retail Life Product Development, and Vice President of Individual Product Management. He led enterprise-wide initiatives involving embedded value accounting, life insurance product strategy, acquisitions and integrations, technology modernization, and the development and management of universal life, variable life, term life, traditional life, and corporate-owned life insurance products. Throughout his career, he has combined deep technical actuarial expertise with executive management experience, providing him with a comprehensive understanding of life insurance company operations, product development, distribution, financial performance, and industry standards.
Life Insurance; Actuarial Analysis; Annuities
Bates Group LLC, Testifying Expert, Boston, MA, 2019 – Present
Thomas Brady and Associates, Regional Vice President, Boston, MA, 2017 – 2021
Metropolitan Life Insurance Company, Boston, MA, 2002 – 2016; Vice President, Americas Actuarial Finance, 2015 – 2016; Vice President, Retail Life Product Development, 2007 – 2014; Vice President, Individual Product Management, 2002 – 2007
New England Financial, Boston, MA, 1987 – 2002; Second Vice President, Individual Product Management, 2000 – 2002; Assistant Vice President, Individual Product Management, 1995 – 2000; Assistant Actuary, Actuarial Product Development, 1993 – 1995; Actuarial Associate, Actuarial Financial Reporting, 1991 – 1993; Actuarial Associate, Actuarial Analysis and Support, 1989 – 1991; Actuarial Assistant, Group Life and Health Actuarial, 1987 – 1989
Bachelor of Science (BS), Mathematics, Magna Cum Laude, Tufts University, Medford, MA,
Bachelor of Science (BS), Computer Science, Magna Cum Laude, Tufts University, Medford, MA,
FINRA Series 7 and 26 (Formerly held)