Annuity Expert Witnesses
Annuity expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on annuity. The annuity expert witness listings on this page are typically from fields/areas of expertise such as: Financial and Insurance.
Frank M Campbell, CLU, ChFC
Life Insurance, Annuities, Disability and LTC
Stratus Financial Partners
Riverside, California
Insurance, Financial
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Life Insurance, Annuity, Annuities, Suitability, Lapse, Life Settlement, agent, Conversion, Estate Planning, Disability Insurance, Long Term Care Insurance, Bad Faith, Beneficiary, trusts, STOLI, TOLI, Standard of Care, Expiration, Misrepresentation, Life/Disability Analyst
Expert in Permanent and Term Life Insurance, Disability, Long-Term Care Insurance as well as variable and fixed annuities. 40+ years’ experience as a high-producing agent with a Fortune 500 insurer. Past Life & Qualifying Member of Million Dollar Round Table – a trade group of top insurance producers. Chartered Life Underwriter. Chartered Financial Consultant. Licensed Life and Disability Analyst. Has reviewed and analyzed hundreds of insurance policies for issues such as suitability, expiration, beneficiaries, conversion, termination, reinstatement, value, and health of the insurer.
Steven E. Roth
Life and Disability Insurance Analyst
Agoura Hills, California
Insurance
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life insurance, disability insurance, indexed annuities, annuity, annuities, premium financing, indexed universal life, illustration, bad faith, unfair, deceptive, sales practices, misrepresentation, fraud, negligence, standard of care, STOLI, IOLI, IUL, FIA
Served as a consultant and/or testifying expert witness to national law firms and top lawyers in numerous pro-consumer cases, ranging from deceptive investment and insurance sales practices to unfair insurance claims handling (predominantly life and disability insurance and annuity cases). To date, these cases resulting in estimated $200 million plus of settlements, awards and judgments. Testified in state courts, before FINRA and arbitrations. Never disqualified or had opinions stricken.
1991 - present: Life and disability insurance agent. 2014 - present: Life & Disability Analyst.
ARTICLES AND SPEAKING ENGAGEMENTS
Articles (partial list)
Featured in Forbes Magazine: “Sounding The Alarm On Indexed Universal Life Insurance”, a consumer warning piece concerning complex premium financing and Indexed Universal Life insurance – September 23, 2020
Featured in Forbes Magazine: “Kill The Messenger”, an critique of investment advisors and products – December, 2008
Featured in Forbes Mag...
