Vita for Don McNay

Don McNay CLU, ChFC, MSFS, CSSC

Education:

Vanderbilt University, Nashville, Tennessee. Masters of Arts Degree.
The American College, Bryn Mawr, Pennsylvania. Masters of Financial Services.
Eastern Kentucky University, Richmond, Kentucky. B.S.
The American College, Bryn Mawr, Pennsylvania. Chartered Life Underwriter Designation.
The American College, Bryn Mawr, Pennsylvania. Chartered Financial Consultant Designation.
Notre Dame University, Certified Structured Settlement, South Bend, Indiana, Certification Consultant.

Educational Honors:

Awarded University Fellowship to attend graduate school at Vanderbilt University, Nashville, Tn.
Awarded Society of Collegiate Journalists Scholarship at Eastern Kentucky University, Richmond, Ky.
Awarded Phi Sigma Alpha Award for Excellence in Political Science at Eastern Kentucky University.
Listed in Who’s Who among American College University students.

Career:

President of McNay Settlement Group, Inc./McNay Financial Services, Richmond, Kentucky. 1982 to present.

Mr. McNay served as President of Prestwick Group, Ltd. From 1998 – 2000 in conjunction with being President of McNay Settlement Group. He was a field underwriter for MONY Financial Services and Mutual of New York from 1982 – 1999 He was affiliated with the Delta Group, a structured settlement consulting firm, from 1993 – 1998. He has also served as Office Head in 1988 for the Kentucky Auditor of Public Accounts. He was a registered representative of MONY Securities Corporation from 1983 – 1999.

Mr. McNay was formally a community columnist for the Lexington Herald-Leader and part time business instructor at Eastern Kentucky University .

He has been featured in a number of financial publications such as Forbes Magazine, Registered Representative Magazine (Financial Advisor Edition), Financial Planning Magazine, Eastern Kentucky University Alumni Accent, the Lexington Herald Leader, the Richmond Register, Eastern Progress, Financial Industry Week, and Advisor Today.

Industry Awards and Activities

Lecture and Speaking Activities

McNay has lectured to over 100 different legal and financial industry meetings. Some include:

Bar Associations

Louisville Bar Association, 1989 and 1998
Kentucky Bar Association Annual Convention, 1999.
Kentucky Bar Association local and district meetings (over 40 different meetings)
Fayette County (Lexington, Kentucky) Bar Association, 1990 and 1997
Georgia Bar Association, 1989.

Trial Attorney Organizations

Cooperative Association of Medical Malpractice Attorneys, (CAMA) meeting in Asheville, NC, 2001.
Indiana Trial Lawyers Annual Conventions, 1995 and 1997
Kentucky Academy of Trial Attorneys Annual Conventions, 1984, 1989, 1994, 1997
Kentucky Academy of Trial Attorneys Seminars (over 30 different seminars) 1984 to 2003
Georgia Trial Attorneys, 1989.

Insurance and Financial Planning Organizations

Madison County Life Underwriters, Richmond, Ky. 2003
Bluegrass Estate Planning Council, Lexington, Ky. 2002
COMP-Ed, Workers Compensation Education Seminar, Louisville, Ky. 2000
SCHUUL Risk Retention Group, Annual Convention, Bermuda. 1999
National Business Institute, Louisville, Ky. 1998, 1992, 1998
Kentucky School Board Association Annual Convention, Louisville, Ky. 1998
United Educators Risk Retention Group, Chevy Chase, Md. (5 times)
Lexington Association of Life Underwriters, Lexington, Ky. 1997
Lexington Society of Financial Services Professionals, Lexington, Ky. 1996
Kentucky Broadcasting Association, Annual Convention, Lexington, Ky. 1990
MONY Securities Top Producer Conference, Atlanta Ga. 1988, 1989, 1990
MONY South Managers Meeting, Destin, Florida, 1989
International Association of Financial Planners, Atlanta, Ga. 1988

National Structured Settlement Trade Association Annual Conventions- Main Platform Speaker

National Structured Settlement Trade Association Annual Convention, San Diego, CA 2003.
National Structured Settlement Trade Association Annual Convention, Williamsburg, Va. 1999
National Structured Settlement Trade Association Annual Convention, Phoenix, Az 1994 and 1999
National Structured Settlement Trade Association Annual Convention, Miami, Florida, 1998
National Structured Settlement Trade Association Annual Convention, San Diego, Ca. 1988

Instructor for New People Entering Structured Settlement Industry

Instructor for the National Structured Settlement Trade Association Basic Seminar, St. Louis, Mo 1999
Instructor for the National Structured Settlement Trade Association Basic Seminar, Denver, Co 1999
Instructor for the National Structured Settlement Trade Association Basic Seminar, Cincinnati, Oh 1998
Instructor for the National Structured Settlement Trade Association Basic Seminar, Dallas, Tx 1997
Instructor for the National Structured Settlement Trade Association Basic Seminar, San Diego, Ca 1996

Regional and Administrative Seminars

National Structured Settlement Trade Association Regional Meeting, Chicago, IL 2003
National Structured Settlement Trade Association Administrative Seminar, St. Louis, Mo 1999
National Structured Settlement Trade Association Fall Seminar, Washington, DC 1996 and 1998
National Structured Settlement Trade Association Regional Seminar, Salt Lake City, Utah, 1998
National Structured Settlement Trade Association Workers Compensation Seminar, Salt Lake City, Utah 1998
National Structured Settlement Trade Association Fall Seminar, Chicago, Ill 1998
National Structured Settlement Trade Association Administrative Seminar, Denver Co 1998
National Structured Settlement Trade Association, Administrative Seminar, Cincinnati, Oh 1998
National Structured Settlement Trade Association, Regional meeting, Washington, DC 1997

Board of Directors Meetings

National Structured Settlement Trade Association Directors Meeting in Palm Springs, Ca 2001
National Structured Settlement Trade Association Directors Meeting in Williamsburg, Va 2000
National Structured Settlement Trade Association Directors Meeting in Washington, DC 1998, 1999, 2000, 2001.
National Structured Settlement Trade Association Directors Meeting in Phoenix, Az 1999
National Structured Settlement Trade Association Directors Meeting in Miami, Fl 1998
National Structured Settlement Trade Association Directors Meeting in Chicago, Il 1998

Writing Achievements

Books:
Workers Compensation in Kentucky Chapter 13 “Settlements” co-authored with Kevin King. Published by the University of Kentucky College of Law, 1996.

National Publications:

“Settling Claims Using Medically Rated Structured Settlements”, Claims Magazin, July, 2003, Co-Authored with Angela Luhys.
“Is a Qualified Settlement Fund Right for Your Client?”, Trial Magazine, January, 2002, Co-Authored with William Garmer.
“Structured Settlements and Special Needs Trust: A Win-Win Combination for Injury Victims”, National Underwriter Magazine, 2000, Co-Authored with Gena Lewis
"The Case for a Plaintiff Structured Settlement Advocate", Trial Diplomacy Journal, May-June, 1998. Co Authored with E. Andre Busald and William Taylor (Tay) Robinson IV.
"Structured Settlement Market Open to Planners", National Underwriter, June 1, 1998.
“Life Insurance and Annuities in Structured Settlements”, LAN Magazine, January, 1997.
“Structured Settlements and the Federally Supported Health Centers Assistance
Act of 1995”, Trial Diplomacy Journal, May-June, 1997. Co Authored with
Assistant United States Attorney, Thomas Lee Gentry.
“The Evolution of Structured Settlements”, Trial Diplomacy Journal, May-June, 1996
“Packaging Payment: Structured Settlements in Workers Compensation Cases”, Claims Magazine, November, 1996.
“Mining for Prospects in Structured Settlements Mkt.” National Underwriter,
Life/Health/Financial Services Edition, December 2, 1996
“Protect Settlement Pie from Quickly Withering,” Best Review. March 1995.
“Creative Ideas for Annuities,” Life Insurance Selling. 1995.
“Solve the Structured Settlements Dilemma with SPDA’s,” LAN Magazine. October, 1991.
“The Other Side of Structured Settlements,” Trial Magazine. May, 1987.

Local and Regional Publications:

“Is a Qualified Settlement Fund Right for Your Client?”, Kentucky Academy of Trial Attorney’s Advocate, April, 2002, Co-Authored with William Garmer.
“Structured Settlements and Special Needs Trusts: A Guide for Kentucky Attorneys”, Kentucky Academy of Trial Attorney’s Advocate 2001. Co-Authored with Gena Lewis.
“Court Ordered Settlements”, Kentucky Academy of Trial Attorney’s Advocate. 1996. Co-Authored with District Judge Stanley Billingsley.
“468(b) Trusts Offer Opportunity to Plaintiff Attorneys”, Kentucky Academy of Trial Attorney’ s Advocate” November-December, 1996.
“Structured Settlements and Kentucky Workers Compensation”
Kentucky Academy of Trial Attorney’s Advocate. 1995.
“Changes in Kentucky Guardianship Law,” Kentucky Academy of Trial Attorney’s Advocate, 1992. Co-Authored with District Judge Stanley Billingsley
“Treasury Bond Trusts,” Kentucky Academy of Trial Attorney’s Advocate, 1992.
“Personal Injury Settlement Alternatives”, Georgia Bar Association
Publications. 1990.

Community Columnist Lexington Herald Leader, 1983 to 1986. Mr. McNay has published over 20 columns on a variety of topics. Mr. McNay has also written a number of book reviews for the Lexington Herald’s editorial and business sections.

Activities and Awards

Financial Industry Activities and Awards:

Elected to the National Structured Settlement Trade Association, Washington, D.C.
Board of Directors, 1998 to 2001
President’s Advisory Council member, Safeco Life Insurance Company, Seattle, Washington, 1999 to 2002
Chairman, National Structured Settlement Trade Association, Washington, DC, Public Relations Committee, 2002 to 2003
Creator of National Structured Settlement Trade Association Committee to study Federal Black Lung legislation 1999 – 2001. National Structured Settlement Trade Association Board liaison to that Committee 1999 – 2001
National Structured Settlement Trade Association, board liaison to NSSTA Political Action Committee, 2000 to 2001
National Structured Settlement Trade Association, board liaison to NSSTA Education Committee, 2000. Member of Committee 2003.
National Structured Settlement Trade Association, board liaison to NSSTA Public Relations Committee, 1998 to 1999.
Certified Structured Settlement Consultant’s Certification Program and Education Committee board liaison, 1999 – 2000
Named to the Top of the Million Dollar Round Table, Illinois, 1997, 1998, 1999, 2001, 2002
Only Kentuckian conservatively admitted to the Top of the Million Dollar Round Table, 1997 – 2003.
17 time member of the Million Dollar Round Table
Life and Qualifying Member, Million Dollar Round Table.
Structured Settlement Advisory Council member, Hartford Life Insurance Company, Hartford, Ct., 1997 and 1998.
Board of Directors, Lexington Life Underwriters, Lexington, Ky. 1992.
Investment Products Advisory Council member, Mutual of New York Life Insurance Company, New York, New York 1990


Civic Activities and Awards:

Inducted into the Eastern Kentucky University Hall of Distinguished Alumni, Richmond, Ky. 1998
Director, National Alumni Association. Eastern Kentucky University 1991-1994.
Member of Planned Giving Committee, Eastern Kentucky University, 1994 to 2000.
Member of the Eastern Kentucky University Legacy Society 1985 – present.
University of Kentucky Fellow 1987 – present.
Eastern Kentucky University Fellow 1987 – present.
President of Parish Council, St Stephen Catholic Church, Richmond, Ky. 1990-1992
Outstanding Young Lexingtonian, 1985, awarded by the Lexington Jaycees.
Member of Lexington, Kentucky, Chamber of Commerce, from 1983 – 1998.
Board of Directors, Lexington Jaycees, 1983 to 1986.
Charter member and elected to the Board of Directors of the Council on Small Enterprises (COSE) 1985 for the Lexington Chamber of Commerce.
Member of Richmond Chamber of Commerce, Richmond, Kentucky, 1998-present