Curriculum Vitae

R. GLENN MATSEN, MBA, CPCU, CLU, ChFC, ARM
Chief Executive Officer – Principal

Matsen Business Insurance
555 California Street, Suite 4925
San Francisco, CA 94104

Graduated in 1979 with a Bachelor of Science (BS) Degree in Business Administration from Oral Roberts University, Tulsa, Oklahoma.

In 1990 graduated with a Master of Business Administration (MBA) Degree from Humboldt State University, Arcata, California.

Three semesters of law school at Empire Law School, Santa Rosa, CA. 2004. (Torts, Criminal, Property, Legal Research & Writing, Trust & Estates, Evidence, CivPro, Contracts, Intro to Law)

Started insurance career in 1979 working for Aetna Life and Casualty in the Sacramento branch office in the underwriting trainee program.

Joined Matsen Business Insurance in late 1979 and became President/CEO in 1987.

Obtained Chartered Property Casualty Underwriter (CPCU) designation in 1984, Chartered Life Underwriter (CLU) designation in 1986, Chartered Financial Consultant (ChFC) designation in 1987 and Associate in Risk Management (ARM) designation in 1992.

Main focus is in providing risk management solutions for the commercial risk via the internet as an online eBroker & in executing the company’s strategies. Currently the CEO of Matsen Business Insurance and is responsible for the overall leadership and management of the company.

1998 – Expert Witness in a professional liability claim against a local agent. Prepared for Defense Counsel an analysis of facts of the case with regards to what is prudent and customary for a broker in this situation. Defense Counsel prevailed on behalf of the defendant.

1999 – Expert Witness in a civil dispute as to valuation of an agency’s “book” of business. Prepared for Defense Counsel an analysis of facts of the case with regards to what is prudent and customary for a broker in this situation. Defense Counsel prevailed on behalf of the defendant.

2006 – Past Member partner of APPEX – Agency Peak Performance EXchange (“APPEX”) was formed by Marsh•Berry to establish a forum for communication among Partner agencies (APPEX Partners) and to provide a means of influencing the value or their businesses. Partnership enables agencies to access the full array of financial consulting talent inherent in the Marsh•Berry organization and to exchange successful operating strategies with their peers. Marsh•Berry is the largest Independent Agency consulting firm in the United States.

ARM – Associate in Risk Management

The five-course program deals with identification and evaluation of loss exposures, analysis of risk control and financing techniques for each exposure, selection of the most effective risk management alternatives, and ways to implement and monitor selected risk control and risk financing techniques.

Courses:
ARM 54 Essentials of Risk Management
ARM 55 Essentials of Risk Control
ARM 56 Essentials of Risk Financing
(Plus 2 courses from the CPCU program)

CPCU – Chartered Property and Casualty Underwriter

This professional insurance education program is designed for experienced insurance practitioners. The 10 courses in the program cover a broad range of insurance, risk management, and general business topics, building on a foundation of ethical principles and systematic analysis of insurance contracts. Insurance and risk management principles are applied to the treatment of personal and commercial loss exposures, and more then 50 insurance policies are analyzed in detail. The operational functions performed by insurers in providing insurance protection are examined in depth.

Courses:
CPCU 1 – Principles of Risk Management
CPCU 2 – Personal Insurance and Risk Management
CPCU 3 – Commercial Property Insurance and Risk Management
CPCU 4 – Commercial Liability Insurance and Risk Management
CPCU 5 – Insurance Operations
CPCU 6 – The Legal Environment of Insurance
CPCU 7 – Management
CPCU 8 – Accounting and Finance
CPCU 9 – Economics
CPCU 10 – Ethics

CLU – Chartered Life Underwriter &

ChFC – Chartered Financial Consultant

These programs are focused on the comprehensive financial planning process – an organized approach for:
• Objectively collecting and analyzing information on a client’s total financial situation;
• Identifying and establishing specific financial goals;
• Formulating, implementing, and monitoring a comprehensive plan for achieving goals.

Courses:

HS 320 – Financial Services
HS 321 – Income Taxation
HS 322 – Economics
HS 323 – Financial Statement Analysis Individual Insurance Analysis
HS 324 – Insurance Environment and Operations
HS 325 – Group Benefits and Social Insurance
HS 326 – Pensions and Other Retirement Plans
HS 327 – Employee Benefits
HS 328 – Investments
HS 329 – Wealth Accumulation Planning
HS 330 – Estate and Gift Tax Planning
HS 331 – Planning for Business Owners and Professionals
HS 332 – Financial & Estate Planning Applications