ForensisGroup Annuity Contract Expert Witnesses specialize in this method of converting wealth into an income stream, where an investor gives money to an insurance company in exchange for a benefit at a future date.
Our experts in this discipline have many years of experience in all aspects of the insurance industry. In their profession, these experts make determinations on the processing of variable and fixed annuity contracts to ensure compliance with state and federal regulations, as well as adhering to SEC (U.S. Securities and Exchange Commission) guidance and advisories.
They consult with attorneys on litigation issues concerning investor fraud, deceptive trade practices, surrender penalties, “two-tier” deferred annuities, fiduciary duties, and standards of care. They are also called upon to opine on issues concerning industry standards for the processing of power-of-attorney forms, trust agreements, and proper authority for transacting annuity business.
They are knowledgeable on all aspects of 1035 exchanges and transfers and in compliance with Internal Revenue Code.
They have served in positions such as insurance broker and consultant, risk manager, annuity counselor, portfolio evaluator, and finance company managers and executives. They have their state life and health insurance licenses, as well as their Series 65 designation, and have sold, managed, and designed annuity products.
ForensisGroup has been connecting attorneys with highly qualified experts since 1991. Contact our office today and discuss your expert requirements with our helpful staff. We will be happy to connect you with a trusted and credible Annuity Contract expert witness for your case.
I have spent over 25 years working as an actuary. My areas of expertise are in financial reinsurance transactions, mergers and acquisitions, reviewing surplus management strategies, including the use of special purpose financial captives, life insurance and annuity product development, illustration actuary requirements, and experience studies. I have spent more than 5 years providing consultations and deposition as an actuarial expert witness.
I have more than 40 years experience in Accounting, Fraud, and Tax matters. I specialize in analysis of profitability, projection of future profits, adequacy of corporate accounting records, investigation of fraud, CPA malpractice, adequacy of tax advice, impact of tax legislation, trust accounting, and accountant’s malpractice. My expertise also includes negligence, punitive damage calculations, fraud claims, analysis of lost profits, partnership allocations issues, estate tax matters, business valuations, effective tax rates, and other issues. I have over 30 years expert witness experience with consultations, deposition, and courtroom testimony.