Expert Witnesses & Forensic Consultants Directory
Annuities — California
Annuities California 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 6 results (0.05 seconds) — Results include first those located in the region, then those who serve in the region.
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
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
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
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.
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