Specializing in standard of care, claims, underwriting, agent practices, industry standards, suitability and complex transactions in life insurance and disability insurance matters.
Mr. Burgess has held supervisory positions over 80 insurance agents. Working with many major insurers and their underwriting departments, he has been involved in the issuance of thousands of life insurance, disability and annuity policies. He investigates death claims and has been responsible for the payment of over $50 million.
As an expert witness Steve C Burgess has been named in approximately 100 cases, given over 25 depositions, and testified in multiple courts, FINRA and AAA Arbitrations.
Steve continues to be an active insurance agent since 1991.
Some of the many matters Mr. Burgess has opined for:
Babbitt v Farmers, Maricopa, Arizona
Barrozo v Gall, San Diego, California
Bernhoft v ReAssure, Ventura, California
Buckley v Wakefield, Los Angeles, California
Department of Insurance, San Diego, California
Flaherty v Protective, Las Vegas, Nevada
Hill v Matlock, Lubbock, Texas
Henriques v Met Life, New York, New York
Knypstra v Koudsi, Los Angeles, FINRA arbitration
Marignoli v Duban, Los Angeles, California
Northwestern v Krause & Russell, Washington
PHL v Price Dawe, Delaware
Reiter v Mutual Credit, Santa Ana, California
Lee v Hartford, Los Angeles, California
Steelman v Phoenix, Orange County, California
Wells Fargo v American General, Tarrant County, Texas
Areas of Expertise
- Bad Faith
- Health/Medical/Disability Insurance
- Insurance Agent/Broker
- Insurance Customs & Practices
- Life Insurance
References upon request.