Life Insurance Sales

Elisabeth Dahl, ESQ.

Cincinnati, OH

513-***-**** (Cell)

*****@****.***

Experience

**** ******** ******** **********, **

Providing contract legal services to law firms and corporations.

2008-2009 OM Financial Life Insurance Company Baltimore, MD

Assistant Vice President & Senior Legal Counsel (position eliminated in

downsizing April 30, 2009)

? Sales Support - counsel to fixed and variable product sales (funding

agreements, 409A deferred compensation plan, marketing material review,

conservation).

? Product Development & Disclosure - advised regarding new product

development, fixed indexed product disclosure, contributed to Rule 151A

analysis and opposition.

? Variable Product Line - counsel to variable annuity product line

start-up and ultimately advised regarding winding down variable product

line which was shut down with first downsizing in Fall 2008.

2007-2008 Ameriprise Financial, Inc. Minneapolis, MN

Counsel

? Variable Product - counsel to variable annuity and variable life

insurance manufacturer RiverSource Life Insurance Company in all aspects

of variable product development and related project implementation and

maintenance (asset allocation program, e-delivery, revenue sharing,

22c-2, fund agreements).

? Manage SEC Registration and Post-Effective Amendment Process -

provided legal counsel to and managed work of three paralegals

responsible for SEC variable product filings.

2000-2007 Western & Southern Financial Group, Inc. Cincinnati, OH

Counsel - Securities

? Regulatory - monitored NASD, SEC and state regulatory developments

related to fixed and variable life insurance and annuity products, sales

and distribution, and advised business units and Insurance and

Securities Compliance Departments regarding interpretation and

implementation; managed variable annuity and variable life insurance

securities filings under 1940 and 1933 Acts; drafted variable annuity

and variable life insurance prospectus disclosure; reviewed fixed and

variable insurance product advertising.

? Product Development - participated on fixed and variable annuity and

life insurance product development teams; drafted policy and rider

forms; advised operational units regarding implementation.

? Other - handled all legal matters for subsidiary Columbus Life

Insurance Company (distribution, advanced markets advertising review,

product issues); reviewed IS agreements; advised on advanced

underwriting, reinsurance, and insurance coverage issues; handled

customer claims and managed litigation; provided legal services for

private equity, investment advisor, broker-dealer; responsible for

privacy and anti-money laundering on interim basis.

1999-2000 Huffy Corporation Miamisburg, OH

Contract Attorney

General corporate including proxy drafting and filing; review and filing

of 8Ks, 10Qs; Form 4s; general contract review; employment issues

including revision of employee handbook for subsidiary; manage product

liability litigation; insurance coverage review; benefit plan issues;

mergers & acquisitions; intellectual property; secured lending

compliance.

1996-1999 Great American Life Insurance Company Cincinnati, OH

Associate Counsel (1996-1998) & Marketing Director (1999)

Product development counsel for fixed and variable annuity line of

business. Marketing Director for variable annuity line of business.

1994-1995 Sole Practitioner & Contract Attorney Cincinnati, OH

Provided contract attorney services to ChoiceCare (health insurance),

TasteMaker (manufacturing), Great American Life Insurance Company

(annuities), Law Office of Ivan Tamarkin (employment and appeals). Also

offered estate planning and immigration services to the public.

1990-1994 Wise, Wiezorek, Timmons & Wise Long Beach, CA

Associate Attorney

Associate attorney in an approximately 20 member law firm in areas of

estate planning, probate and immigration, insurance coverage litigation,

real estate and business formations.

1989 Law Office of Charles P. LeBeau LaJolla, CA

Associate Attorney

Estate planning, immigration and tax matters.

1988 Missouri Court of Appeals St. Louis, MO

Law Clerk to The Honorable Harold L. Satz

Education

1989 University of San Diego School of Law San Diego, CA

? Diploma in Taxation

1985-1987 Washington University School of Law St. Louis, MO

? J.D.

1980-1984 Dartmouth College Hanover, NH

? B.A. English

other

State Bar admissions: Illinois, 1988; California,

1989; Ohio, 1995

Admitted U.S.D.C. Southern District of Ohio and U.S.

Court of Appeals for the Sixth Circuit

Formerly held Series 7 and 24 licenses

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