Phone: 602.468.9667

Mike Bugbee, FSA, Senior Case Design Analyst

Michael joined Cohn Financial Group in 2018 as a Senior Case Design Analyst. He has over 17 years of life insurance experience ranging from estate and business planning, to actuarial valuation, to product design and management.

Michael attained his Fellowship in the Society of Actuaries (FSA) designation in 2012. He is currently pursuing his Series 7 and 66 securities licenses. He began his insurance career in 2001 in Boston as a case designer. In 2007, he joined John Hancock as a case design consultant on the Corporate-Owned Life Insurance (COLI) team. In 2011, he decided to restart his actuarial career and spent 3 years as an actuary on the valuation team for the fixed products and retirement plan services divisions. In 2014, he joined the life insurance product team at John Hancock where he managed the M proprietary product suite, as well as the COLI/BOLI products. In 2016, Michael moved to Phoenix and spent 2 years at a local valley insurance firms in a case design role, before joining Cohn Financial Group.

Michael graduated from Worcester Polytechnic Institute in 1999 with a Bachelor of Science in Actuarial Mathematics. He has lived in the Phoenix area since 2016 with his two children, Mary and Annie. Michael enjoys sports and games of all kinds, a good book, and a good road trip.