Maurice Lieberman, CLU, ChFC, RHU, LUTCF

Maurice Lieberman, CLU, ChFC, RHU, LUTCF

Lieberman Financial Consulting
127 Diablo Vista Court
Concord, CA 94521
Office: 925-685-5444

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 coverage analysis, coverage disputes, and company practices. He has been called upon to be an expert witness in insurance litigation cases for both the defense and plaintiff's side.

Mr. Lieberman started as an insurance agent for Metropolitan Life and then advanced in his career to manage insurance brokers. He successfully built agencies for Aetna, and Principal Financial Group. He was later promoted to Regional Director for New England Financial, and CSAA Life. Over the years he mentored hundreds of insurance agents, brokers, financial planners and agency managers to build their own successful careers and agencies. He was also a member of the Million Dollar Round Table and utilized his selling and management experience to train insurance agents, brokers and financial planners in advanced areas of estate, business insurance, and financial planning. He still has an active insurance and financial planning practice. He also serves the financial needs of U.S. military personnel in all branches, in his capacity as a Personal Financial Counselor reporting to the Office of Financial Readiness through the Department of Defense.

Mr. Lieberman holds three professional designations from the American College; Chartered Life Underwriter, Chartered Financial Consultant and Registered Health Underwriter. He is a Life Insurance Training Council Fellow, and a member of the American College of Financial Services Professionals, and Forensic Expert Witness Association. In addition, he holds the Certified Forensic Litigation Consultant designation issued through FEWA. Mr. Lieberman has utilized his financial planning and insurance industry knowledge to consult with attorneys for over the past 20 years. He graduated from California State University, East Bay, "cum laude" with a Bachelor's Degree in United States History.

Areas of Expertise
  • Annuities
  • Bad Faith
  • Financial Planning
  • Health/Medical/Disability Insurance
  • Insurance - General
  • Insurance Agency
  • Insurance Agent/Broker
  • Insurance Customs & Practices
  • Insurance Fraud
  • Life Insurance
  • Property & Casualty Insurance


Available Upon Request