Annuity & Insurance Sales Abuse Expert
Contact this Expert Witness
- Company: Synergy
- Phone: (832) 724-4355
- Cell: (832) 724-4355
- Website: synergy.ceo
Specialties & Experience of this Expert Witness
General Specialties:
Insurance and FinancialKeywords/Search Terms:
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 misconductEducation:
BA Biology, BaylorYears in Practice:
26Additional Information
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 transactions. He is available to testify on improper sales practices, sales abuse, agent misconduct, suitability violations, disclosure failures, and elder financial abuse in insurance and annuity cases.