David Solie is the author of How To Say It to Seniors: Closing the Communication Gap with Our Elders, published by Prentice Hall Press. Written for baby boomers and their parents, professionals who work with the elderly, and everyone who has regular contact with seniors, this book offers an original perspective on why these conversations can be an exercise in frustration. Whether the communication difficulties involve parents, patients or clients, Mr. Solie’s book provides a fresh and inspiring look at new strategies and skills for overcoming these challenges.

Mr. Solie is a popular and entertaining speaker who has been a featured presenter at Pepperdine University, Merrill Lynch, Smith Barney, Blue Cross, The Million Dollar Round Table (MDRT), The International Forum, The Association for Advanced Life Underwriters (AALU), The Portland Estate Planning Council, The Washington State Estate Planning Council, The Western Regional Planned Giving Conference, The California CPA Conference and The Dallas Estate Planning Council.
 
For more than 20 years Mr. Solie has created and been the primary instructor for a variety of educational courses for the insurance and financial services industries. His expertise in geriatric psychology and its impact on working with older clients has resulted in unique training programs. 
  
In November 1997, Mr. Solie’s article, “Beyond Technology: Redefining the Underwriting of Older Clients,” was published in the CLU Journal and became a featured presentation at the 1998 annual meeting of The International Forum.
 
David Solie is a graduate of the University of Washington, the University of Manitoba, and the University of Colorado Medical School. He is a licensed Physicians Assistant with an advanced degree in clinical medicine. Following four years in private practice as a clinician in family medicine, he entered the life insurance industry in 1983 as a medical specialist representing impaired risk clients. Since his transition from clinical medicine to insurance medicine, he has augmented his professional degrees with extensive training in the areas of cardiology, oncology, and geriatrics.
 
He is the medical director for Marsh Private Client Services and is located in Woodland Hills, California.  His business unit specializes in the medical analysis, case development, and negotiation of offers for high-net-worth, older clients who are purchasing life insurance as part of the estate planning process.