Expert Witnesses & Forensic Consultants Directory
Annuities
Annuities expert witnesses provide opinions on annuity fraud, variable and deferred annuities (eg: fixed annuities), structured settlements and similar insurance-style contracts. The Annuities professionals profiled in this directory may testify on matters of asset protection from lawsuits and creditors, “surrender” charges and penalties, annuity trail commissions and other annuity litigation matters.- United States
About 15 results (0.06 seconds)
Arthur B. Kagan, FSA, EA
Consulting Actuary, Fellow Society of Actuaries and Enrolled Actuary with the Joint Board for Enrollment of Actuaries, 35 yr, provides actuarial services related to retirement plans, family law, estate planning, taxation, annuities, insurance, pensions.
Woodland Hills, CA
Jeffrey Affronti — FSD Financial for Fixed Annuities & Life
Fixed Annuity wholesaler for 25+ years. If you have a case involving a fixed annuity I can assist. From how a product works to the suitability of a sale I can review the material and give a review.
Agoura Hills, CA
Areas of Expertise:
Annuities
Tel: (800) 373-9697
Limited public information. For more, contact us.
Financial Planning
Certified Financial Planner and Accredited Investment Fiduciary, 30+ yr. in insurance industry managing assets, provides expert opinions on securities, elder financial abuse, investment suitability, annuities, disability and life insurance, fiduciary duty [Non-public Profile Id 58273]
Carlsbad, CA
Areas of Expertise:
Financial Planning
Limited public information. For more, contact us.
Gregory B. Wood — Securities Litigation Support, LLC
Securities industry professional provides litigation case review and assessment, discovery review and recommendations, forensic accounting reports, specialized portfolio analysis, high impact demonstrative exhibits, damage calculations testimony
Henderson, NV
Mason A. Dinehart III, RFC
For 53 years, expert in securities, insurance and annuities. FINRA Arbitrator excelling in standard of care, due diligence, supervision, investment banking and retirement financial planning. Securities Expert Witness for the CA State Bar.
San Ramon, CA
Maurice Lieberman, CLU, ChFC, RHU, LUTCF, CFLC
Chartered Financial Consultant and Chartered Life Underwriter; CFLC provides expert witness services in issues of life insurance and annuity coverage analysis, coverage disputes, broker standards of care, bad faith, insurance industry standards.
Concord, CA
Giandomenico (John) Rende
Expert witness in matters related to investments in stocks, options, futures, fixed income, mutual funds and annuities with management and consulting experience in the securities and derivatives industries.
Greenbrae, CA
Gerry H. Goldsholle, JD
Expert Witness in life insurance; annuities; insurance marketing and management; insurance product design and retained asset accounts. Member CA & NY Bars; Former Chief Brokerage Executive of MetLife.
Tucson, AZ
Gregory G. Wimmer, CLU, ChFC, CSSC
Chartered Life Underwriter, Financial and Structured Settlement Consultant, experienced expert witness (100+ cases) in life and health insurance underwriting, claims practices, agent standards and practices, ERISA plans, life insurance, annuities, etc.
Georgetown, TX
Areas of Expertise:
Annuities
Tel: (503) 670-7772
Limited public information. For more, contact us.
Jim Reardon, JD, CFP — Legacy Financial Strategies LLC
Securities expert, attorney and financial planning and investment advisor, serves as an expert witness in matters of securities and investments, prudent investment management, financial planning, life insurance, annuities, fiduciary and compliance issues
Topeka, KS
J. William McLeckie — McLeckie Insurance Group
Former insurance company CEO with 31 years industry experience. Expert witness in in agent liability issues, insurance agency valuations, annuities, bad faith, commercial general liability, coverage issues, duty of care, damages, disability policies, etc.
Naples, TX
Areas of Expertise:
Annuities
Tel: (903) 897-9090
Limited public information. For more, contact us.
Robert Lawson, AIF®, CFE®, MRFC®, | FINRA & Securities Expert Witness
Mr. Lawson serves as FINRA and Securities Expert Witness. He will assist the fact-finder in getting to the truth. He speaks with clarity and precision and his opinions are based upon a thorough understanding of the customs and practices of the industry.
Bloomington, MN
Finance & Investments
Financial analyst provides expert opinions and testimony related to investment, insurance and annuity statements, including analyses of damages, profit and loss, cash flow, in personal injury, tax reconciliation, custom reporting, securities litigation, [Non-public Profile Id 52151]
Tallahassee, FL
Areas of Expertise:
Finance & Investments
Limited public information. For more, contact us.
John D. Darer, CLU ChFC CSSC RSP — 4structures.com, LLC
Insurance agent, certified structured settlement consultant and settlement planner, provides financial consulting and planning services, including financial and capital needs analyses, actual present value costs, design creative settlement proposals, etc.
Stamford, CT
Areas of Expertise:
Annuities
Tel: (888) 325-8640
Limited public information. For more, contact us.
Alan J. Besnoff, CFP, ChFC, CLU
Alan J. Besnoff, CFP, CLU, ChFC provides litigation consulting services and expert testimony in: Securities, Life Insurance and Annuities, Supervisory Standards, FINRA Rules, and CFP Standards in customer disputes, and U-5 Defamation intra ind issues.
Fremont, NH