Steve C. Burgess. I have been in the life insurance and annuity industry for over 16 years. I have held upper management positions for a major life insurer as well as founding an independent insurance brokerage firm. I am licensed with the NASD as a Registered Principle -Series 24, Blue Sky -Series 63 and General Securities -Series 7.
I have a complete understanding of suitability, sales practices, contracts, underwriting, insurance regulations and securities regulations. I have represented both plantiff and defendant in many cases. You will find that I am responsive, articulate and professional. I will be a valuable asset to you and your client in all insurance and/or annuity cases.
Recently I have received several inquiries regarding 412i defined benefit plans. I am an expert in this area as it relates to all matters: ERISA, Pension, insurance, tax. Please visit my website for futher detail. www.burgesslifeins.com
