Annuity Twisting Abuse Expert Witnesses
Annuity twisting abuse 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 twisting abuse. The annuity twisting abuse expert witness listings on this page are typically from fields/areas of expertise such as: Financial and Insurance.
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Michael A Schellinger
Annuity & Insurance Sales Abuse Expert
Synergy
Houston, Texas
Insurance, Financial
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Annuity suitability violations, Annuity sales practices, Elder financial abuse, Annuity marketing practices, Annuity disclosure failures, Insurance agent misconduct, Insurance elder financial abuse, Annuity churning abuse, Annuity twisting abuse, Insurance Replacement Harm, Insurance sales misconduct
Michael Schellinger, RICP®, CLTC®, NSSA®, EA, is a Registered Investment Advisor Representative (Series 65) and Enrolled Agent with over 25 years of experience in insurance and financial services. Licensed in life and health insurance since 1999 and Series 65 registered since 2019, he specializes in annuities, life insurance, and the tax implications of financial products.
He is recognized for his expertise in annuity and insurance sales practices, suitability, misrepresentation, fiduciary duties, disclosure obligations, and compliance oversight, with advanced designations in retirement income planning (RICP®), long-term care (CLTC®), and Social Security (NSSA®).
Mr. Schellinger has trained and supervised agents, developed compliance procedures, and reviewed countless cases involving annuity and life insurance sales. His unique dual background as an investment advisor and Enrolled Agent enables him to analyze both the financial planning and tax dimensions of insurance and annuity ...
