Steve C. Burgess, Life & Disability Insurance Analyst

Steve has represented both plaintiffs and defendants – insurers, agents and policyholders. The complaints have involved life insurance contestability and suitability, misrepresentation, fraud, supervision, claims disputes, underwriting practices, industry standards and practices, agent standard of care, as well as other life insurance and disability insurance issues.

He has held the positions of Sales Manager, Associate Regional Director, and Regional Director for a major life insurance company. His brokerage firm processed over 200 life insurance applications each year and he was personally involved in the oversight of product disclosure and life insurance sales practices and underwriting. Steve continues to be an active insurance agent and claims investigator.

As an expert Mr. Burgess has consulted on approximately 100 matters, has given over 25 depositions and has testified in Courts and Arbitrations. CV and references are available.