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Life Insurance Expert Witness CA 538604

Expertise Description

I am a life insurance expert witness with more than 15 years experience in the field. I specialize in IRA distribution, Section 101A of the internal revenue code, Tax Free retirement, Estate distribution strategies and multigenerational IRA plan development, financial products. I have provided consultations for more than a decade as a life insurance expert witness.

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Life Insurance Expert Witness AR 533041

Expertise Description

I am a life insurance expert witness with more than 35 years working in the life insurance industry. My areas of expertise include compensation strategies; death benefit; estate planning; field underwriting; formulation of bonds; premium financing; prepared insurance analysis and suitability; product development; salary continuation; STOLI arranged policies; taxation; and tax transfer planning. I have experience running large brokerage firms and working on the sales, product development and agent recruiting and training. I have worked with charities, large corporations, medical practice firms, and privately held companies. I have provided clients with consultations and deposition for over 5 years as a life insurance expert witness.

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Life Insurance Expert Witness PA 523147

Expertise Description

I have worked in the life insurance industry for more than two decades. My areas of expertise include product/market development, affinity/association markets, strategy formulation and implementation, building distribution, executive consulting, pricing, carrier operation, underwriting, agent due care, and distribution. I have additional knowledge in customer needs analysis, global business development, and sales & marketing strategy. I am offering my services as a life insurance expert witness.

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Securities Expert Witness NH 500800

Expertise Description

I am an expert witness with over 30 years experience in Securities & Investments. I have a particular focus in the areas of Breach of Fiduciary Duty; Failure to Supervise; Suitability; Churning; Inappropriate Asset Allocation; Misrepresentation and Omissions; Registration Violations; Mutual Funds; Annuities; Life, Disability, and Long-term Care Insurance; and Employment Issues. I have prior experience offering consultations and deposition as a securities and investments expert witness.

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Financial Management Expert Witness TX 529758

Expertise Description

I have over 20 years of consulting experience in finance with an emphasis in financial management and investment management. My areas of expertise include comprehensive financial planning, individualized investment strategy, investment management, retirement and education planning, income and asset protection, estate planning, and debt management. I have prior experience offering consultations and deposition as a financial management expert witness.

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Insurance Expert 530279 CA(S)

Expertise Description

With more than 35 years working in the insurance industry, I have an expertise in property/casualty, commercial insurance, non profits, workers compensation, personal insurance (high net worth auto, homeowners, collections, umbrellas), and life/health insurance. I have provided deposition, consultations, and courtroom testimony for over 5 years as an insurance expert witness.

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Actuary Expert 501658 LA

Expertise Description

I have over 45 years’ experience as an actuary. I have a focus in life insurance and annuities; reinsurance; due diligence reviews; suitability of sale; life settlements; assessing and determining the value of life insurance policies, annuity benefits, retirement benefits, disability benefits, life estate plans; substandard structured settlement annuities, and/or future medical services; divorce; donation and gift; estate valuation; and dispute resolution. I have provided my services as an actuary expert witness for more than 5 years.

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Employment Law Expert 523239 TX

Expertise Description

I have over 25 years’ experience in employment law. My areas of focus include Employee Retirement Income Security Act (ERISA) design, administration, and compliance; health, life, 401(k) and pension plans; human resources; mergers and acquisitions; union negotiations; and fiduciary liability. I have prior experience providing consultations and deposition as an employment law expert witness.

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Insurance Regulatory Matters Expert 521584 NJ

Expertise Description

I have spent over 50 years working in Insurance Regulatory Matters with a focus in global regulatory standards, ComFrame, reinsurance standards, capital standards, life insurance regulation, property/casualty reinsurance, title, mortgage guaranty and financial guaranty. I have also offered my services for more than 50 years as an insurance regulatory matters expert witness by providing deposition, consultations, and courtroom testimony.

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Actuarial Expert 524209 TX

Expertise Description

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.

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Estate Planning Expert 521252 TX

Expertise Description

With over 35 years experience in Financial Planning, my expertise is in estate planning for estate tax purposes and wealth transfer for multi generational business. I have additional knowledge in retirement planning, college planning, life insurance for individuals, group health insurance, disability insurance, 401k, and long-term care. I also have prior experience as a financial planning expert witness in Texas.

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Insurance Information Technology Expert 520659 FL

Expertise Description

I have more than 35 years experience in the field of information technology with a particular focus in insurance industry and financial services sector. My experience includes entrepreneurship, project management, multiple platform application development, life insurance product knowledge, and problem resolution. I have also worked as an insurance information technology expert witness in Florida and have provided numerous clients with consultations, courtroom testimony, and deposition.

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Casualty Insurance Expert 518636 CA(S)

Expertise Description

I have more than 20 years of experience in the Insurance industry. I have worked with Fire and Casualty insurance, Life and Health, Accident, and Variable Contracts. I am the President and Principle Agent of an insurance services company, where I have agent status with multiple insurance groups. I have over 10 years of expert witness experience with consultations and deposition.

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Insurance Risk Expert 518633 CA(S)

Expertise Description

I have more than 30 years of experience in life insurance, health insurance, property and casualty insurance, workers’ compensation, professional liability, general business insurance, risk management, financial planning, employee benefits, compliance, and insurance agents and brokers duty to perform. I have focused on the areas of complex insurance portfolio plan design and implementation, coverage, consulting and compliance, executive compensation, business perpetuation planning, deferred compensation and estate planning. I have been a Chief Risk Officer for an international resort, hospitality, and property management operation. I have over 15 years of expert witness experience with consultation, deposition, and courtroom testimony.

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Insurance Broker Expert 455037 CA(S)

Expertise Description

I have more than 30 years experience in the field of Insurance with expertise in negotiating the sale and purchase of insurance agencies and the terms and development of specialized insurance products in partnership with major insurance companies. I have additional experience with formation and management of group captives. I have over 10 years expert witness experience.

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Insurance and Financial Planning Economics Expert 508545 CA(S)

Expertise Description

I have many years of experience in Economics and Financial Planning. I have helped design life and variable insurance products for insurance companies and have created programs and strategies for brokerages across the country. I also teach and lecture on topics such as Financial Planning, Insurance, and Investments and provide consulting and expert testimony in the areas of Insurance, Investment, Financial and Benefit Planning. I have over 10 years of expert witness experience with consultations, deposition, and courtroom testimony.

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Actuarial Expert 517388 CA(S)

Expertise Description

I have more than 40 years of experience in the Actuarial field. As a Consulting Actuary I have provided help on structured settlements, like for structured settlement reinsurance to an offshore reinsurer, as well as studies such as the study of terminal funding pricing for insurers. I have over 15 years of expert witness experience with consultation, deposition, and courtroom testimony.

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Insurance Coverage Expert 515267 TX

Expertise Description

I have more than 45 years of experience as an Insurance Agent and Broker. My particular expertise is in insurance coverage analysis, and I am very familiar with all phases of the insurance industry, including consulting on bad faith, customs and practices, and standards of care. I have over 30 years of expert witness experience with consultations, deposition, and courtroom testimony.

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Insurance Expert 406502 AL

Expertise Description

I have over 45 years of experience as a licensed life, health and property and casualty insurance agent, broker, and consultant. These licenses have been issued by examination with continuing education in the fields of life, health, disability, variable annuities, property and casualty insurance and mutual funds. I am an expert in forensic reconstruction of insurance transactions, specializing in policy interpretation of the rules, laws and regulations governing insurance and financial matters. I have over 40 years of expert witness experience with consultation, deposition, and courtroom testimony.

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Insurance Brokerage Expert 455599 FL

Expertise Description

I have more than 25 years of experience in the field of Insurance with expertise as President of a brokerage firm. This experience affords me a unique ability to ascertain and explain risk in simpler terms. I consult in: fully insured, self funded/self insured medical plans consulting, self funded property and casualty programs, stop loss, reinsurance, risk contracting, provider excess loss, HMO reinsurance, provider risk contracting, PPACA and medical plan design, Limited Medical, Scheduled Medical Plans, critical illness, accident only plans, catastrophic plans, annuities, and indexed universal life. I’m currently an Adjunct Professor and Speaker, and have over 40 articles and letters that have appeared in various publications and several professional newsletters. I am federal court qualified. I speak, broker, and consult internationally on managed care, self-funding, risk contracting, and insurance and reinsurance issues. I have over 5 years of expert witness experience with consultation, deposition, and courtroom testimony.

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Insurance Expert 165064 CA(N)

Expertise Description

I have more than 40 years of wide-ranging experience in the insurance industry. My expertise includes: insurance, risk management, insurance fraud, property insurance, life insurance, disability insurance, excess and surplus lines insurance, homeowners insurance, and workers compensation. My additional expertise includes: aviation insurance, marine insurance, yacht insurance, liability insurance, errors and omissions insurance, bad faith, insurance claims, excess and umbrella insurance, offshore insurance, duty of care insurance, and custom and practice insurance. I have prior expert witness experience with consultations, deposition, and courtroom testimony.

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Irs Audits Expert 162909 NY

Expertise Description

I have over 25 years experience with insurance, law, and accounting. My expertise includes IRS audits, IRS audit assistance and support; 419e and 412i plan defense; tax laws; tax court and audit penalties; and stock market, mutual funds, and insurance losses. I have additional expertise in Employee Benefit plans, Life Insurance, Estates, Trusts, Cash Balance Plans, and Pensions. I have more than 10 years expert witness experience.

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Hmo And Ppo Insurance Expert 164510 CA(S)

Expertise Description

I have more than 20 years of experience specializing in the placement of individual and small business health insurance and employee benefits. My expertise includes: the specifics of HMO, PPO, group benefits, and indemnity medical insurance; disability income insurance; term life and permanent life insurance; dental and vision insurance; and retirement plans such as IRA’s and 401k plans. I have experience working closely with human resources departments to help manage these benefits, specifically with COBRA and conversion opportunities, as well as assisting individuals in all aspects of the application / enrollment process.

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Business Valuation Expert 2232 CA(N)

Expertise Description

I have over 35 years experience as a practicing attorney specializing in insurance law. My expertise includes: agent liability; appraisal; bad faith matters; business law; claims (disability / health / liability / life / property); construction defects; contracts; first / third party coverage; insurance law; intellectual property; and all forms of insurance. I have additional expertise in general business, civil, and real estate litigation. I have more than 20 years experience with consultations, deposition, and courtroom testimony.

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Insurance Industry Expert 48581 CA(S)

Expertise Description

I am a retired insurance company executive with over 35 years experience specializing in health, disability, life, and managed care insurance issues, including: bad faith, fair dealing, underwriting, claims review / coverage, sales, compliance, licensing, home office protocols, field standards, processing, reinsurers, and direct writers. My experience includes litigation and arbitration for insurers and insured. I have more than 15 years expert witness experience with consultations, deposition, and courtroom testimony.

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Life Insurance Expert 28946 CA(S)

Expertise Description

I have over 40 years experience in insurance issues. My areas of expertise include life, health, group, disability and estate planning insurance. I have more than 25 years expert witness experience with consultations, deposition, and courtroom testimony.

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Insurance Expert 323987 CA(N)

Expertise Description

I have over 30 years experience in the Insurance industry and have provided services in all insurance matters. My 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 disability insurance, standards of the industry, commercial insurance coverage, personal lines of coverage, risk analysis, risk prevention, agency evaluation, agent carrier relations, claims handling, risk retention, medical coverage, condominium and mobile homeowners, the policy as a legal contract, JPA and defense against law suits. I have more than 10 years of expert witness experience with consultations, deposition, and courtroom testimony.

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Employee Benefits Expert 461213 CA(S)

Expertise Description

I have more than 30 years experience in the field of Law with expertise in Employee Benefits. I have experience with benefits consulting, federal/state compliance, mergers & acquisitions, group benefits, employee communications and plan administration. I have additional experience with ERISA plans, fiduciary liability, wrongful termination, benefits loss, disability benefits, wellness programs, defined contribution plans, and benefits rights. I have prior expert witness experience with consultations and deposition.

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Executive Compensation Expert 443063 CA(S)

Expertise Description

I have more than 30 years experience in the field of Employee Benefits and Executive Compensation with expertise in drafting plan documents for 401(k) plans and employee stock ownership, ERISA fiduciary responsibility, as well as benefit plans, IRS audits, health and welfare benefit plans, group benefits, and insurance plans. I have over 20 years expert witness experience with consultations, deposition, and courtroom testimony.

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Insurance Industry Expert 359896 CO

Expertise Description

I have more than 30 years experience in the insurance industry (Property, Casualty and Life/Health insurances) with special emphasis on company agency / company disputes, professional responsibility issues, insurance practice and standards, insurance industry custom and practice, insurance standard of care for agents and brokers, insurance company responsibility for underwriting and claims processing; standard of care; reasonable care and diligence; insurance company and broker relationships, and special relationships. I have over 10 years expert witness experience with consultations, deposition, and courtroom testimony.

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Life Insurance Expert 359686 CA(S)

Expertise Description

I have more than 20 years experience in life and disability insurance matters, and I specialize in death claims, disability claims, underwriting, agent standard of care, supervision, insurance industry standard practices, insurance industry custom and practice, suitability, and complex transactions. I have been directly involved in the recovery of over $35 million of death claims from several dozen carriers. As an employee of a major life insurer for 13 years, I hired, trained, and supervised the sales activities of 200 agents. I have underwriting experience and am well acquainted with industry standards and practices. I have been an active insurance agent since 1991. I am designated as one of only a few Life and Disability Analysts. As an expert witness I have been named in over 80 matters, testified in several courts, never been disallowed, and have given many depositions.

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Insurance Brokerage Expert 371558 TX

Expertise Description

I have more than 20 years experience in the field of Insurance, including combined insurance brokerage and executive senior corporate counsel experience. I have over 10 years executive management experience with international, large regional, and financial institution-owned insurance brokerages. I also have more than 10 years senior in-house litigation case management experience handling multiple billions of dollars in case exposures in nearly every state and throughout the world for two of the largest international insurance brokers, in addition to handling regulatory compliance, contract negotiations, insurance company and broker relationships, insurance standard of care for agents and brokers, insurance industry custom and practice, non-admitted insurance, and employment matters. I have prior expert witness experience with consultations, deposition, and courtroom testimony.

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FINRA SEC Regulations Expert 361382 WA

Expertise Description

I have over 10 years comprehensive financial advisory experience gained as a registered representative of national wire-houses. I specialize in matters related to investment management by fiduciaries, trustees, personal representatives, and financial consultants, as well as adherence to SEC / FINRA standards of conduct for broker-dealers, registered investment advisors, and their representatives. My expertise includes an emphasis on investment analysis and decision-making processes / modern portfolio theory; asset allocation, diversification, risk control / fiduciary standards, investment and spending policy statements / trust and estates; multigenerational strategies, charitable gifting, tax planning and sheltering. My private practice focuses on recommending and implementing efficient wealth management and investment strategies for high-net-worth individuals and institutional investors. I have more than 10 years expert witness experience.

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Insurance Expert 319161 FL

Expertise Description

I have more than 30 years experience in insurance. My expertise includes: property / casualty insurance, agency management, and operations. I have experience in errors and omissions, including binding authority / procurement of coverage, claims handling, segregation of funds, and documentation. I am also knowledgeable in due diligence and policy interpretation, including commercial, personal, automobile, homeowners, commercial crime / inland marine, general liability, and workers compensation matters. I have over 10 years expert witness experience with consultations, deposition, and courtroom testimony.

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Insurance Coverage Expert Witness CA(N) 354588

Expertise Description

I have over 50 years claim experience, from claim rep to supervisor. I am experienced in insurance claim, coverage, and bad faith. I have more than 35 years as a coverage and bad faith defense lawyer with over 20 published and unpublished appellate cases. I have experience with qualified trial testimony in over 100 trials involving first and third party claims, underwriting, legal malpractice, coverage, rescission, reformation, cancellation coverage, and advice of counsel. I have experience with testimony for both policyholders and insurance companies. I have more than 25 years expert witness experience with consultations, deposition, and courtroom testimony.

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Insurance Risk Management Expert Witness CA(N) 325919

Expertise Description

I have over 20 years experience in Insurance & Risk Management. My expertise includes: standard of care for agents and brokers, insurance broker management, systems and procedures, insurance industry customs & practices, insurance carrier/broker relationships, and insurance carrier bad faith. My coverage areas of expertise include: commercial & personal lines of property and casualty insurance, professional liability and errors & omissions insurance, directors & officers liability, employment practices liability insurance (EPLI), insurance industry custom and practice, worker compensation insurance, life and health insurance, and surety issues. I have more than 5 years expert witness experience with consultations, deposition, and courtroom testimony.

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Insurance And Finance Expert Witness CA(N) 128590

Expertise Description

I have more than 25 years experience in Insurance and Finance. My 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 evaluating life insurance policy illustrations for sustainability of the underlying insurance products; stochastic analysis (“Monte Carlo”) of variable life and annuity products; inappropriate sale of financial plans utilizing life insurance products, such as so-called welfare benefit plans (419(A)(f)(6)) and fully insured pension plans (412(i)); illustration and use of “premium financing” to support large premium / death benefit policy sales; “Stranger Owned Life Insurance” sales; and “Life Settlement” sales. I have over 15 years expert witness experience with consultations, deposition, and courtroom testimony.

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