Suitability Expert Witnesses
Retirement Plan and Insurance Expert Witness
An investment advisor, tax attorney, licensed insurance agent in multiple states, a licensed life settlement broker, an Accredited Investment Fiduciary®, and a member of the California Bar. More than 25 years experience as an insurance broker and tax planner in the high-net-worth market; now providing retirement plan...
Insurance and Financial Expert Witness
Christopher Hawk provides expert witness opinions on Insurance and Financial matters. In 2006, he founded the Small Business & Retirement Plans Foundation, a 501 (c) 3 nonprofit corporation; to facilitate financial literacy and business development work-shops for disadvantaged youths, young...
Annuity Expert Witness
Expert Witness in litigation involving life insurance, annuities, and investments. Author of 4 books on annuities. 42 years experience in insurance industry. Expert in suitability issues.