Life and Annuity Experts

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Life Care Planner, Life Expectancy, Life Insurance, Life Care Planning, Life Care Planning Present Value Cost Assessment, Useful Life of Textiles, Life Guard Instructor, Life Guarding, Work Life Expectancy, Annuity, Annuities

Expert No. 128590 – Insurance Expert – CA(N) / CA(S)

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Expertise Description: MBA, CLU, AEP – Consulting expert in Insurance and Finance with more than 25 years experience in the field. Expertise includes: standard of care involving representations, presentations, sales and placement of life insurance products by licensed agents and Registered Representatives (who sell life and annuity products qualifying as “securities”); supervision issues of broker dealers and their registered representatives; suitability issues surrounding the sale of securities by registered representatives; assessing and... » Read Complete Profile

Expert No. 359686 – Insurance Expert – CA(N)

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Expertise Description: Consulting expert with more than 20 years experience in the life insurance and annuity industry. Insurance areas include term life, whole life, universal life, variable life, indexed universal life, and all aspects of life insurance disputes. Annuity fields consist of fixed annuities, indexed annuities, and variable annuities. Expertise further includes contestability, suitability, misrepresentation, fraud, bad faith, claims, supervision, and other life insurance litigation issues. Highly knowledgeable about product disclosure and... » Read Complete Profile

Expert No. 323987 – Insurance Expert – CA(S)

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Expertise Description: Consulting expert with over 30 years experience in the Insurance industry. Provided services in all insurance matters. Owned and operated major insurance brokerages and currently teaching insurance for the California Department of Insurance Continuing Education and Licensing. Expertise includes Agency operations, agent due care, bad faith, due diligence, underwriting and risk analysis, right of subrogation, E&O matters, commercial underwriting, workers compensation, placing and binding coverage, agency loss ratio, life and... » Read Complete Profile

Expert No. 162909 – NY

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Expertise Description: C.L.U., C.H.F.C. - Experienced insurance, legal, and accounting consultant with more than 25 years experience in the field. Expertise includes IRS audit assistance and support; 419e and 412i plan defense; tax laws; and stock market, mutual fund, and insurance losses. Additional expertise in Employee Benefit plans, Life Insurance, Estates, Trusts, and Pensions. Chartered Life Underwriter (C.L.U.). Chartered Financial Consultant (C.H.F.C.). More than 10 years expert witness experience... » Read Complete Profile

Expert No. 39505 – CA(S)

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Expertise Description: R.F.C. - Expert Witness / Consultant in litigation and arbitration, nationally (17 states), involving securities, insurance, annuities and taxation. Expert has been qualified and has testified as a Securities Industry Expert Witness before the State Court in CA and serves as an NASDR arbitrator... » Read Complete Profile

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

We were very happy with both ForensisGroup and the expert they have referred. We would definitely look to use their services again in the future. The exper...

Mike Ertle, Esq.
DRINKER BIDDLE & REATH

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