Annuities Expert Witnesses

Insurance Expert Witness Listings

Please locate the annuities expert witness you are searching for by clicking on the following links. Annuities experts found on this page may consult on issues involving variable annuities, retirement annuities, and wraparound annuities. Consultants found through these areas of expertise may provide reports regarding tax deferred annuities, deferred annuities, and policy owner services. They may also provide expert witness testimony on annuities sales methods, equity indexed annuities, and split annuities, as well as related topics.

You may limit your search for Annuities expert witnesses to a specific area by selecting a state from the drop down box.

Expert Witnesses

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Consolidated Consultants
Location: Multiple Locations
Areas of Expertise: Consolidated Consultants (CCc) continues to deliver high quality expert witness and medical expert witness referrals nationwide since 1995. CCc is the only referral service where you can view the full,...
Neal Bordenave, JD, CPCU, RPLU, ARM, AIC (RiskPro Insurance Services, Inc.)
Location: California
Areas of Expertise: Neal Bordenave, Founder and President of RiskPro Insurance Services, Inc., is a seasoned insurance and risk management professional with over thirty years of insurance industry experience. Excellent case...
Arthur B Kagan (A K Actuarial and Pension Services)
Location: California
Areas of Expertise: Pension Plan consulting actuary with 40+ years of experience. Had third party administration (TPA) and actuarial firm serving 650 pension, profit sharing and 401k plans. Sold firm in 2016. Now doing consulting...
Kerry G Campbell, CFA®, CFP®, AIFA® (Kerry Campbell LLC)
Location: New York
Areas of Expertise: Mr. Campbell has over 30 years of financial industry experience. He is the principal of a financial litigation and investment management consulting firm, Kerry Campbell LLC, where he serves as a financial...
Frank W. Blackwell, MBA
Location: California
Areas of Expertise: Frank W. Blackwell delivers insight regarding the sales, marketing, pricing, servicing, underwriting, claims adjudication, renewal, and retention of complex insurance accounts. Mr. Blackwell has decades...
Maurice Lieberman, CLU, ChFC, RHU, LUTCF (Lieberman Financial Consulting)
Location: California
Areas of Expertise: Maurice Lieberman is an expert witness specializing in insurance litigation and disputes. He consults with attorneys and assists Council in trial preparation regarding issues of life insurance and annuity...
Annuities FAQs

What is an annuities expert witness?

An annuities expert witness is a person who can provide testimony about annuities in a legal proceeding. An annuities expert witness may have experience with annuities contracts, annuities products, and annuities industry practices.

What is the role of an annuities expert witness?

An annuities expert witness is a professional who provides expert testimony on issues related to annuities, such as policies, claims, and coverage.

How much can a person make as an annuities expert witness?

Annuities expert witnesses can earn in the range from $175 to $450 per hour, with some circumstances calling for more. The expert and retaining attorney will agree upon the amount, which is usually put in a retainer agreement.

What are the qualifications of an annuities expert witness?

An annuities expert witness should have knowledge of annuity products, including their structure, pricing, and suitability for different types of investors.

What type of evidence is reviewed in a lawsuit by an annuities expert witness?

An annuities expert witness may review various types of evidence in a lawsuit, including contract documents, financial statements, correspondence, and other relevant materials related to the case.

What type of cases might require opinions from an annuities expert witness?

Annuities expert witnesses may be needed in cases involving annuity contracts, suitability of annuity purchases, annuity fraud, annuity taxation, and disputes over annuity payouts or benefits.