Annuity Expert Witnesses
Annuity Experts Testimony and Legal Consultants
Bob Lawson, AIF®, CFE®, RFC®, LUTCF®
Minnesota - Serving: All 50 States and U.S. Territories
Securities - Life Insurance - Annuity Expert Witness & Litigation Consultant - FINRA Arbitrator
As a Securities, Annuity, and Life Insurance Expert Witness and Litigation Support Consultant, my expertise lies in meticulously analyzing compliance manuals, correspondence, exchange rules, industry norms, and internal policies. I understand the ethical issues that frequently arise in a case and assist counsel in...
Steve C. Burgess
California - Serving: All States
Life Insurance & Disability Insurance Expert Witness
Steve Burgess specializes in standard of care, claims, underwriting, agent practices, industry standards, suitability, and complex transactions. He also handles life insurance, disability insurance, annuity and securities matters. Mr. Burgess has held management and supervisory positions over 80 active agents. Working...