Legal cases involving annuities require specialized expertise in financial planning, investment products, insurance regulations, and fiduciary duties. A fully-vetted annuities expert witness provides critical insights, detailed evaluations, and courtroom-defensible testimony to strengthen your case and achieve resolution.
At ForensisGroup, we’ve been trusted by lawyers and litigators for over 30 years to connect them with highly qualified, courtroom-ready experts. With no cost or obligation until retention, we ensure you can confidently select the right expert for your case.
An annuities expert specializes in the structure, sale, management, and taxation of annuity contracts. These experts are essential in litigation involving financial misrepresentation, elder financial abuse, structured settlements, breach of fiduciary duty, and regulatory compliance.
Areas of expertise include:
These experts play a key role in explaining complex financial instruments, clarifying fiduciary responsibilities, and identifying misleading or unlawful practices in annuity-related transactions.
An annuities expert witness provides clarity, accuracy, and technical insight in matters involving financial misconduct or disputes. Here’s how they contribute:
Evaluating Annuity Contracts and Disclosure Practices
Experts review contract terms, illustrations, and sales materials to determine if they were fair, transparent, and compliant.
Assessing Financial Advisor and Broker Conduct
They determine whether annuities were sold in accordance with regulatory requirements and best-interest standards.
Reviewing Claims of Fraud, Negligence, or Misrepresentation
Experts analyze whether unsuitable products or false claims caused financial harm.
Providing Clear, Evidence-Based Reports
Experts deliver thorough, fact-driven analyses to support litigation strategy and clarify technical financial concepts.
Delivering Persuasive Testimony
With strong communication skills, annuities experts translate complex topics into courtroom-ready, easy-to-understand testimony.
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Comprehensive Screening and Support
ForensisGroup handles every detail—from providing CVs to arranging confidential interviews—so you can focus on your case.
No Cost or Obligation Until Retention
Evaluate experts risk-free. Costs are incurred only after retaining your chosen professional.
Fast Delivery of Top Experts
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ForensisGroup is the trusted partner for attorneys and litigators seeking expert witnesses. Here’s why:
When your case requires an annuities expert witness, trust ForensisGroup to connect you with the right professional. With decades of experience and a proven track record, we provide fully-vetted experts who bring clarity, credibility, and courtroom-defensible insights.
Request an Expert to start your search today.
Request an Annuities expert witness.
I have over 35 years experience in Securities with expertise in investments, Securities, Fraud, stocks, bonds, options, mutual funds, private placements, limited partnerships, options, annuities, FINRA, SEC, suitability, churning, insider trading, unauthorized trading, commissions, arbitration, selling away, trading, and execution. I have spent over 25 years as a securities fraud expert witness with consultations, deposition, and courtroom testimony.
I have 55 years experience in practice focusing on litigation services, as well as federal tax services and practice management consulting for professional firms. I have more than 40 years of experience as a practicing public accounting. My expertise includes forensic investigations, lost profits issues, accounting and legal malpractice matters involving federal taxation and GAAP issues; estate and probate matters; alter ego matters; accounting records and financial statement reconstructions; claims of fraud on business transactions; insurance agency and agent errors and omissions matters; construction claims; hospitality industry matters; bankruptcy matters; C.P.A. and C.F.E. professional standards of care matters; and other types of disputes requiring long-time business and financial expertise. I have prior expert witness experience with consultations, deposition, and courtroom testimony.
I have over 40 years of consulting experience in the securities industry with an emphasis in finance. My areas of expertise include life insurance, variable and fixed annuities and estate planning activities, sales management, marketing, product development, legal, compliance, licensing and operations, developing and implementing the annual business plan, New York Stock Exchange, insurance services, and estate planning. I have provided deposition and trial testimony for more than a decade as a securities expert witness.
I have over 35 years of consulting experience in finance, with an emphasis in financial planning. Expertise includes: insurance and securities products, compliance and institutions, due diligence, DOL, suitability and senior issue supervision, duties of brokers, advisors, Department of Labor fiduciary rules, and life insurance and annuities. Certified Regulatory and Compliance Professional (C.R.C.P.), Global Financial Steward (C.F.S.) I have over 15 years expert witness experience, as well as depositions, and courtroom testimony.
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.
My career has spanned more than 35 years in the field of Securities. I have spent most of my time focusing on forensic accounting and damage calculations, among numerous other financial areas. I have also spent over a decade providing consultations, deposition, and courtroom testimony to numerous clients as a securities expert witness in Nevada.
I have over 20 years experience in the field of Consulting Professional Education. I have extensive experience in accounting, insurance agencies, legal firms, troubled / under-performing business, acquisitions, and divestitures. I have prior expert witness experience with consultations, deposition, and courtroom testimony.
I have over 35 years' experience as an actuary with a focus in life, annuity, health, property and casualty insurance; business valuation, risk, and uncertainty; product development, and financial reporting and model office projections of insurance company earnings. I have spent more than 30 years providing consultations, deposition, and courtroom testimony as a life insurance actuary expert witness.
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.
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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