Michael J Lockitch, CFA in

Michael J Lockitch, CFA

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Founder and CEO at Life Insurance Analytics
📍 Orange County, California, United States

Michael is the Founder and CEO of Life Insurance Analytics, a firm providing financial technology for insurance advisors. A CFA charterholder with over 25 years in investment banking, he specializes in analyzing insurance product risk. He holds a Bachelors Degree from The University of British Columbia.

Beyond developing financial technology, Michael is an active futures trader, focusing on financials, forex, and energies. He also provides specialized consulting for high-net-worth clients and corporate boards, brought in by advisors to help solve complex risk and return scenarios for existing insurance plans.

He has over two decades of specialized experience in structured products investment banking.

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Experience
13 Years
Current Role
Founder and CEO
Job Level
Leadership
Location
Orange County, California, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

Insurance Product Risk
Founded a company to determine the "Probability of Success" for life insurance policies and has recently spoken on podcasts about the risks inherent in IUL products.
Financial Technology
Develops and provides technology solutions for life insurance agents and financial advisors to better analyze policy performance and risk.
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Career

Work history

1-2020
Founder and CEO
Life Insurance Analytics
1-2019
Financial Advisor & Financial Technology Developer
CAIPS LLC
1-2018 - 10-2022
Owner
CAIPS LLC
12-2012 - 10-2022
Futures Trader for Income and Wealth
Gold Dragon Trading
9-2015 - 12-2018
Financial Advisor
Pacific Advisors
In the press

Media appearances

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Education
1989 - 1993
Bachelor’s Degree
University of British Columbia
High School Valedictorian
Point Grey Secondary, Vancouver B.C.
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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