Insurance Expert Witnesses in California
The SEAK Expert Witness Directory contains a comprehensive list of insurance expert witnesses who testify, consult and provide litigation support on insurance and related issues. Insurance expert witnesses and consultants on this page may form expert opinions, draft expert witness reports, and provide expert witness testimony at deposition and trial. The issues and subjects these insurance expert witnesses testify regarding may include: Insurance, Annuities, Life Insurance, Bad Faith, Standard Of Care, Disability Insurance , Insurance Coverage, Misrepresentation, Annuity, Contracts, Damages, Fraud, Insurance Bad Faith, Long Term Care, and Long Term Care Insurance.
Use the search box above to further refine your search for insurance expert witnesses by keyword and state. Attorneys contact the experts directly – with no middleman.
Britta M Moss, CPCU, SCLA, AIC-M
P&C Claim Handling Standards-Bad Faith Litigation
Britta M. Moss
Insurance, Legal
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Property & Casualty Claims, Casualty Insurance, P&C Claims, Insurance Claims, Insurance Bad Faith, First, Third, Industry Standards, Common Practices, Insurance Coverage, Investigation, Insurer Defense, Personal Injury, commercial, personal, auto, homeowner, bodily injury, property damage, uninsured
Independent professional in Property & Casualty insurance industry standards and common practices for claim handling. Located in Ohio, but available nationwide. Qualified to testify at trial in both state and federal court.
Consultation services provided to law firms representing plaintiffs and insurer defendants involved in disputes or litigation regarding coverage analysis, investigation, liability determination, damage evaluation, negotiation, and settlement. Experienced expert witness in industry claim handling standards and common practices.
Thirty (30) years-experience as a property and casualty insurance industry professional with a wide variety of personal and commercial lines claims. Roles include front-line Claim Representative, Litigation Examiner, Supervisor, Trainer, Manager, and Consultant for claims involving auto damage, personal & commercial property damage (PD), bodily injury (BI), personal injury, property damage liability, premises liability, commercial ...
Robert M Anderson, CPCU
The Anderson Edge
Insurance, Risk Management
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Insurance Broker Standard of Care, Insurance Federal Cases, Rule 26, Insurance Pollution, Umbrella Insurance, Excess Insurance, Insurer Bad Faith, Insurance Coverage, Construction Defect Insurance, Insurance Manuscript Policies, Insurance Custom and Practice, Property Casualty Insurance
Trusted by 32 of the Top 100 Insurance Law Firms
Bob began his career as a casualty underwriter for Pacific Indemnity Company (Chubb) and later for Industrial Indemnity Company. Bob also served as president, chief executive officer, and chairman of the board of well-known Anderson & Anderson Insurance Brokers. Over nearly 30 years, he built Anderson & Anderson from a four-person company to the fifth-largest brokerage firm in California until the time of its sale to AON Corporation. At Aon, Bob was the president of the Aon Advantage Group which advised 20 industry practice leaders such as the Hospitality Group which insured Hotels, Resorts, and Casinos.
Bob attended the Harvard Business School’s OPM program which is similar to its MBA program. He earned his CPCU (Chartered Property Casualty Underwriter) designation in 1970 from the American Institute for Property and Liability Underwriters, Inc.
Areas of expertise include, but are not limited to;
• ADR (Arbitration/Mediation) Cove...
Rick Bingham
Glynloen Insurance Consulting
Insurance, Risk Management
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bad faith, claims, claim handling, reserves, bad-faith, unfair claims settlement practices, third party administrator, reinsurance, notice, asbestos, extra contractual, receivership, claims management, liquidation, environmental, property and casualty, reserve adequacy, market conduct examination
Throughout his career, Mr. Bingham served as a senior claims manager for 3 major property casualty carriers: CNA, the Hartford, and USF&G. As a seasoned senior level Insurance, Reinsurance, Regulatory and Run-Off Practitioner with 4 decades of industry, consulting, and receivership experience, Mr. Bingham possesses a demonstrated ability to analyze complex insurance-related matters in fast paced and evolving environments. Mr. Bingham’s credentials as subject matter expert have been accepted in both state and federal courts across the country.
Mr. Bingham has demonstrated an understanding and command of claims handling practices, reinsurance policies, and regulatory and run-off issues of the highest complexity. His wealth of experience in the handling of claims, claims management, regulatory compliance, drafting expert reports, and testifying in complex litigation have made him an asset to businesses and attorneys throughout the United States.
As a past recipient of the Cert...
Robert M Anderson, CPCU
The Anderson Edge
Newport Beach, California
Insurance, Risk Management
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Insurance Broker Standard of Care, Insurance Federal Cases, Rule 26, Insurance Pollution, Umbrella Insurance, Excess Insurance, Insurer Bad Faith, Insurance Coverage, Construction Defect Insurance, Insurance Manuscript Policies, Insurance Custom and Practice, Property Casualty Insurance
Trusted by 32 of the Top 100 Insurance Law Firms
Bob began his career as a casualty underwriter for Pacific Indemnity Company (Chubb) and later for Industrial Indemnity Company. Bob also served as president, chief executive officer, and chairman of the board of well-known Anderson & Anderson Insurance Brokers. Over nearly 30 years, he built Anderson & Anderson from a four-person company to the fifth-largest brokerage firm in California until the time of its sale to AON Corporation. At Aon, Bob was the president of the Aon Advantage Group which advised 20 industry practice leaders such as the Hospitality Group which insured Hotels, Resorts, and Casinos.
Bob attended the Harvard Business School’s OPM program which is similar to its MBA program. He earned his CPCU (Chartered Property Casualty Underwriter) designation in 1970 from the American Institute for Property and Liability Underwriters, Inc.
Areas of expertise include, but are not limited to;
• ADR (Arbitration/Mediation) Cove...
Michael F Arrigo
Medical billing, fraud, HIPAA privacy, FMV
No World Borders
Newport Beach, California
Medical Billing, HIPAA
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Medical billing, Patents trade secrets, electronic medical records, Medicare fraud, medical billing fraud, qui tam false claims act fraud Usual Customary Reasonable (UCR), Meaningful Use Electronic Health Records, HITECH Act, Affordable Care Act, Medicare Advantage, Medicaid, insurance, CRPS, EMTALA
Writer, speaker, published peer-reviewed works as an expert in the field recent Federal court rulings as a qualified expert published in Westlaw
• US COURT OF APPEALS considered expert opinions, VACATED AND REMANDED
• Two DOJ retentions, $155 million settlement
• Healthcare IT patents intellectual property Technical Expert, Medicare Damages Expert
• Medical coding medical billing, claims, usual customary and reasonable charges in personal injury and medical malpractice cases, Lifecare plan rebuttal under ACA on the future cost of care, trauma
• Electronic medical record forensics / electronic health record forensics, E.H.R, practice management IT, medical, prescription charges, workman's compensation, insurance fraud
• genetic testing, novel genetic sequencing, esoteric testing, laboratory testing
• HIPAA Privacy, Security, Blockchain special studies MIT
• Affordable Care Act, HITECH Act, electronic medical records, meaningful use, patents, and intellectual property in heal Healt...
Ramzi Asfour, MD
Praxis Infectious Diseases
California
Infectious Diseases, Internal Medicine
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COVID-19, nursing homes, long term care, sepsis, necrotizing fasciitis, infections, surgical site infections, infection control, antimicrobial stewardship, consulting, insurance, case review, medical malpractice, standards of care, bacterial or viral infections, outbreak management
Ramzi Asfour, MD, is board certified in Infectious Diseases and Internal Medicine, and Assistant Clinical Professor of Medicine (Volunteer) at the University of California San Francisco (UCSF).
In addition to his 20+ years of extensive private practice, Dr. Asfour has privileges at five California hospitals (Alameda County Medical Center, Alameda Hospital, Sutter Lakeside Hospital, Sutter Eden Medical Center, and Mammoth Hospital).
Dr. Asfour has worked for the World Health Organization in Geneva in the HIV / AIDS department, developing training programs for doctors in HIV.
In addition to his clinical practice, Dr. Asfour also advises hospitals, skilled nursing facilities, schools, and businesses on infection control, including outbreak control and COVID-19, and antimicrobial stewardship.
Dr. Asfour has experience working with both plaintiff and defense attorneys to provide clear, independent opinions on matters involving:
Medical malpractice, standards of care, sepsis, necr...
Neal Bordenave, JD, CPCU, RPLU, ARM, AIC
RiskPro Insurance Services, Inc.
California
Insurance, Insurance
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Broker/Agent Standard of Care, Bad Faith, Insurance Industry Customs and Practices, Property & Casualty, Life, Annuities, Excess & Surplus, Managing General Agent, Health, Surety, Professional Liability, Underwriting, Claims Practices
More than 35 years experience in the insurance industry. President/CEO of RiskPro Insurance Services, Inc.,
Professor of Risk Management and Insurance at California State University Chico (Retired 2022)
Established Expert Witness Practice in 2009. As of January 2023, more than 400 retentions and testifying in Deposition, Trial and Arbitration more than 100 times.
Education includes Juris Doctor (JD), BS Business Administration/Finance.
Chartered Property Casualty Underwriter (CPCU)
Registered Professional Liability Underwriter (RPLU)
Associate in Risk Management (ARM)
Associate in Claims (ARM)
Primary States for expert work include, California, Arizona, Nevada, Oregon, Washington, Utah, Colorado and Texas
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.
Tyla DiMaria, RN, MSN, CCM, CNLCP
Best Life Care Solutions
Carlsbad, California
Life Care Planning, Nurse
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Home Care Agency Owner/Expert, Nursing Administration, Long Term Care, Standard of Care Expert, Medical Surgical, Trauma, Brain Injury, Spinal Cord Injury, Pain Management, Burn Injury, Catastrophic Injury, Amputation Injury, Case Management, Plaintiff, Defense, Insurance, Medical Bill Review
Registered Nurse with over 26 years of experience. Home Care Agency Owner since 2008. Broad range of nursing experience including medical surgical, trauma/ICU, telemetry, orthopedics, rehab, workers comp, mother/baby, and more. Serving both plaintiffs and defense with life care planning services, life care plan rebuttals, medical record review, standard of care reports, medical bill review, and more. Looking forward to working with you!
Mason A Dinehart III, RFC
FEND - Financial Education Network Development
San Ramon, California
Securities & Investments, Insurance
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Due Diligence, Suitability, Supervision, Standards of Care, Breach of Fiduciary Duty, Variable and Fixed Index Annuities, TIC's, Non-Traded REIT'S, Broker Dealer Compliance, Portfolio Analysis, Private Placements, Elder Abuse, Damages, Misrepresentation, Material Omission and Fraud
I am celebrating 5 decades in the securities Industry. I am both a FINRA Arbitrator and the designated securities expert witness for the CA State Bar. I am a consulting expert in litigation and arbitration having testified in 25 states involving securities, insurance and annuities. Since 1991, I have been retained over 1000 times and have testified in 365 arbitrations before NASD, FINRA, JAMS, PSE, AAA and PSE along with attending and testifying in over 100 mediations. In addition, I have qualified and testified before the L.A. Federal Court along with State Courts in L.A., Orange, Fresno and San Diego. My case track record stands at 328 wins and 37 losses.
From a long-standing banking background in corporate finance to underwriting and investment banking and real estate experience, I bring a strong knowledge of modern portfolio theory through the teaching of hundreds of retirement financial planning seminars at the corporate level. It is my goal to bring a refres...
David S. Easton, JD, CPCU
Easton Insurance Consulting
San Diego, California
Insurance
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Insurance Claims Handling Best Practices, Insurance Claims Investigation, Construction Defect, Commercial Insurance, Adjuster Standard of Care, Bad Faith, Investigation, Insurance Coverage, Mediation, Duty to Defend, Premises Liability, Certificates of Insurance, Litigation Best Practices
I offer over 30 years of experience in litigated commercial and personal lines claims handling and case management. I am a former Senior Litigation Specialist with thorough knowledge of carrier best practices and their specific application to the duty to investigate, the duty to defend, and the duty to indemnify. For the last 15 years I have specialized in commercial casualty insurance coverage and how appropriate insurance best practices relate to construction defect claims as well as commercial premises liability claims.
I have personally attended over 1000 mediations and settlement conferences in litigated matters as a carrier representative. I have experience and training in giving deposition and trial testimony.
Frederick J Fisher, J.D., CCP
Fisher Consulting Group, Inc.
El Segundo, California
Insurance, Business Operations
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Professional Liability, Standard of Care, Insurance Bad Faith, Insurance Brokers, Real Estate Brokers, Escrow Procedures, Mortgage Brokers, Claims Procedures, Claims Made Insurance
Frederick J. Fisher, J.D. is the President of Fisher Consulting Group, Inc., and was the Founder of E.L.M. Insurance Brokers, a Wholesale & MGA facility specializing in Professional Liability and Specialty Line risks. He is a Member of the Editorial Board for Agents of America; a Faculty Member of the Claims College, and Member of the Executive Council, School of Professional Lines as sponsored by the Claims & Litigation Management Alliance. He is a course designer and webinar Instructor for the Academy of Insurance (sponsored by the Insurance Journal).
Since his career began, Mr. Fisher focused on one vision: providing financial security to the client. The result was a successful 41 year career in Specialty Lines Insurance. In 1975, Mr. Fisher began his career on the service side, as an Independent E&O claims adjuster. In 1982, he bought the Company, continued with claims, while expanding the firm’s services to include qualitative claim auditing, risk management & loss contro...
James Ji, MD
James Ji MD, Inc
San Marino, California
Internal Medicine, Hospitalist
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Medical Director, HMO, Medicare Advantage, Insurance, HCC, RAF, Coding, Billing, Contracts
Dr. Ji is a Los Angeles based board certified internal medicine physician with experience as a medical director and practicing hospitalist physician since graduating residency in New York in 2013 (Columbia University/New York Presbyterian Hospital).
Since then he has had:
10+ years of experience as a hybrid hospitalist and office based internal medicine physician in active practice
7+ years of medical director experience for two large medical groups (Regal Medical Group and Caremore)
Additional experience and expertise include clinical and management expertise in:
-value based care and risk bearing models of care
-PCP/specialist and hospital contracting
-HCC/RAF coding
-STARS/HEDIS
-High risk population management (inpatient and outpatient)
-Insurance based bed day management (inpatient/observation determination, and out-of-network and patient transfer management)
-Extensive case review experience with physician quality/standards, hospital coding, appeals determination including...
Carl H. Josephson, PE, SE
Josephson-Werdowatz & Associates, Inc.
San Diego, California
Structural Engineering, Engineering
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Wood, masonry, steel, concrete structures. Construction defect, insurance litigation, professional liability claims. Seismic/wind design, code review, standard of care analysis. Also foundations, underpinning, retaining walls, and tie-backs. Extensive graphics and animations capabilities
Josephson-Werdowatz & Associates (JWA), founded in 1988 and with licenses in thirty states, has provided structural design and construction defect investigations/evaluations across the United States and abroad. Structural evaluations included wood, masonry, steel, and concrete structures, with particular emphasis on seismic and wind design. JWA has experience working with specialty materials such as acrylic, aluminum, and glass as well. Evaluations also include code review and analysis, and standard of care analysis. JWA has extensive experience with geotechnical structures such as special foundations, underpinning, retaining walls, tie-backs, and soil nails, among others. JWA strives for a reasoned, accurate, and practical solution to structural engineering problems and deficiencies.
Principal Structural Engineers Carl H. Josephson, PE, SE; Dan R. Werdowatz PE, SE; and Stephen P. Kerr, PE, SE have been retained as expert witnesses in over 1,500 cases for plaintiff and defense cli...
Arthur B Kagan, FSA, EA
A | K Actuarial & Pension Services
Woodland Hills, California
Actuarial, Statistics
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Actuary, Pension Plans, retirement plans, 401k plans, ERISA, IRS compliance, audits, pension consulting, life expectancy calculations, marital dissolution, employee benefits, personal injury, wrongful death, disability, loss of income, life estate values, insurance, annuities, executive plans
In the past 4 years I have completed about 50 expert witness cases, including personal injury, medical malpractice, wrongful death, economic damages, family law, life estates, ERISA. public pension plan participant values, insurance, annuities, disability, deferred compensation plans, and general litigation. My experience is that by providing attorneys with an expert witness report by a certified actuary, they can win larger claims for their client. I am listed on many of the expert witness directories, as well as on Google. My CV is attached.
Professional affiliations include F.S.A, Fellow Society of Actuaries (highest education for an actuary), E. A. Enrolled Actuary, M. A. A. A Member American Academy of Actuaries, ASPPA American Society of Pension Professionals and Actuaries, NIPA National Institute of Pension Administrators, and past affiliation as F. C. A. Fellow of Conference of Consulting Actuaries.
Prior Board Member for Conference of Consulting Actuaries and N...
Guy O Kornblum
Experienced insurance claims and legal malpratice
Guy O. Kornblum, A Professional Law Corporation
San Francisco, California
Insurance, Legal
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Insurance Claims Handling, Insurance Compliance with Good Faith Claims Principles, Standard of Care in Civil Litigation, Civil Litigation, Case Evaluation, Negotiation and Settlement
GUY O. KORNBLUM is a principal in Guy O. Kornblum, a professional law corporation, with offices in San Francisco, California. He has specialized as a trial and appellate lawyer for over 45 years. The firm specializes in a wide range of civil litigation, including serious injury and wrongful death, financial and physical elder abuse, and all aspects of insurance including “bad faith” claims. Mr. Kornblum himself has handled over 4000 litigated matters to conclusion and has several million dollar plus cases to his credit. He has represented hundreds of clients, small businesses, individuals, and large Fortune 500 corporations during his over 40 years of practice. He is highly regarded for his courtroom and appellate skills, and his representation of his clients in mediations, where he has a strong track record of successful settlements.
Mr. Kornblum is certified in Civil Trial Law and Civil Pretrial Practice Advocacy by the prestigious National Board of Trial Advocacy, and is a ...
Brad A LaPorte
Top Cybersecurity & Information Technology Expert
High Tide Advisors
California
Cybersecurity, Information Technology
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Fraud, Defamation, Analyst, Ransomware, Endpoint, network, cyber, insurance, penetration, testing, malware, computer, breach, managed, risk, vulnerability, crime, threat, attack, hack
Brad A. LaPorte is a cybersecurity and Information Technology consultant and currently serving as a founder of High Tide Advisors. He has over 20+ years of experience as a consultant in the cybersecurity industry spanning various industry segments.
Pior Cases:
Pior cases have involved high profile companies and persons such as Bungie the Video Gaming Division of Sony, SentinelOne, BlackBerry, Red Canary, and the Miami-Dade Mayor Candidate and Influencer Alexander Otaola. Topics have included intellectual property theft, wire fraud, real estate fraud, lack of adherence to cybersecurity best practices and regulations, conflicts of interest, malicious tampering and reverse engineering of software and hardware, interference with business relationships, defamation, and matters involving impersonation with malicious intent.
Career History and Expertise:
Prior to forming High Tide Advisors, he served as a top Gartner Research Analyst, including but not limited to the following spec...
David R. Mitchell, CPCU, CIC, MBA, MA.HR, SPHR, SHRM-SCP
Insurance Standard of Care Expert
Ideal Insurance Agency
California
Insurance
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insurance standard of care, insurance coverage, insurance bad faith, workers compensation, human resources, property and casualty insurance, life insurance, disability insurance, long term care insurance, cyber insurance, auto insurance, home insurance, business insurance
David Mitchell (“David”) has held an Arizona Property and Casualty License since 1980 and Life and Health license since 1988. He has held the Certified Insurance Counselor (hereinafter “CIC”) for over thirty years. David has attended over five hundred hours of classroom instruction with CIC primarily involving insurance policies.
In addition, David completed his Chartered Property Casualty Underwriter (“CPCU”) in 2022. The CPCU designation consists of eight parts and in the opinion of many as the highest professional property/casualty designation in the insurance industry. David holds a bachelor's in business management, a master's degree in business administration (MBA) and a master's degree in human resources.
David has been an owner and insurance producer for over 40 years and teaches insurance producers in continuing education.
David has consulted on over 65 cases as an insurance consultant and/or expert witness. The cases have primarily involved standard of care and covera...
Thomas M. Neches, CPA, ABV, CVA, CFE, CFF
Thomas Neches & Co., LLP
Los Angeles, California
Business Damages, Accounting
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CPA expert witness, forensic accounting, damages, business valuation, lost profits, reasonable royalty, alter ego, intellectual property, wrongful termination, wrongful death, breach of contract, lender liability, banking, entertainment, insurance, manufacturing, retail, securities, wholesale
Thomas Neches, managing partner of Thomas Neches & Company LLP, provides accounting, financial, business valuation and statistical analyses to assist attorneys involved in litigation.
Mr. Neches has testified as an expert in state and federal courts in Arizona, California, Florida, Kentucky, Missouri, Nevada, New York and Oregon. He is a Certified Public Accountant, Accredited in Business Valuation, a Certified Valuation Analyst, a Certified Fraud Examiner and is Certified in Financial Forensics. He received his BA in Mathematics and Literature from UC San Diego and his MS in Operations Research from UCLA.
Mr. Neches has testified to juries on behalf of both plaintiffs and defendants in antitrust, breach of contract, fraud, intellectual property, lender liability, personal injury and wrongful termination cases. Examples of the litigation issues he has addressed include lost profits, lost business value, determining a reasonable royalty and piercing the corporate veil. Representativ...
David E. Pilcher, CPCU, ARM, AIC, AAI
David E. Pilcher, CPCU, ARM, AIC, AAI
Monrovia, California
Insurance, Risk Management
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Workers Compensation, General Liability insurance, Personal and Commercial Lines, Errors and Omissions Casualty Claims, Bad Faith, Risk Management / Loss Control, Coverage and/or Contractual Disputes, Employer Practices Liability, Wage and Hour Disputes, Casualty issues
I offer over 35 years of strong technical background and multiple-line experience in personal and commercial casualty insurance including auto, general liability, and workers' compensation. I am the former Risk Manager of Fullerton School District, (enrollment of 13,554 students and approximately 1500 classified and certificated personnel on 22 sites), assuming overall responsibility for the administration of the district’s property, liability, and self-insured workers’ compensation programs and the employee health and welfare benefits programs. I have served on the Risk Management and Threat Assessment Advisory Board for Cal State Fullerton University Extended Education Program and have previously served as a Management Trustee for the Metropolitan Employee Benefits Association and on the Alliance of Schools for Cooperative Insurance Programs (ASCIP) Loss Control Committee. I have significant experience in litigated casualty claims case management combined with a thorough knowledge...
Daniel R Robles, PE, MBA
Plumbing, Mechanical Systems, Standard of Care
Community Engineering Services, PLLC
California
Mechanical Engineering, Real Estate
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plumbing, pipe, re-pipe, leaks, smart contract adjudication, Inspection, construction, water damage, feasibility, epoxy liner, CPVC, Aquatherm, PEX, Galvanized, copper, risk assessment, machinery, insurance, defect, blockchain
Thirty-five years of comprehensive engineering, project delivery, and business analysis responsibilities. Currently providing independent expert witness services representing both plaintiffs and defendants at the intersection of mechanical failure, business practices, and standard of care. Specific areas of practice include plumbing systems, drain, waste, vent, and domestic supply as well as water system failures, water intrusion, building maintenance, corrosion, and mechanical systems. Serving the legal, insurance, and financial industries as well as private, municipal, and institutional clients.
Licensed mechanical engineer experienced in aerospace, building sciences, and new technology platforms. Business founder, owner, and educator with strong speaking, authorship, and management skills. Noted researcher in engineering, finance, insurance, and technology fields. International engineering, project management and front-line team leadership. Customer service experience relat...
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...
Colleen M Tangorra, CLU, ChFC
Rancho San Diego, California
Insurance, Financial
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Life Insurance, Compliance, Annuities, Variable contracts, Mutual Funds, FINRA supervision
42 years' experience in the Life Insurance and Financial Services industry. Expertise in traditional and variable life insurance and annuity contracts as well as mutual fund sales practices, compliance and operations. Experienced initially as an insurance and securities licensed professional working directly with clients, later developing skills and knowledge in sales management, training and compliance supervision of over 300 industry sales professionals. Skilled platform speaker to 300 + audiences. As a Registered Principal with the Financial and Regulatory Authority (FINRA), along with my many years of involvement in product development, internal operations of large insurance/financial services companies and compliance regulation has led me to now pursue opportunities as an expert witness. Education includes Bachelor of Science degree from State University of New York, Cum Laude; designations Chartered Life Underwriter and Chartered Financial Consultant from The American College...
Pauline Thomas, CRM, CIC, ARM, CISR
Effective Risk Management
Costa Mesa, California
Insurance, Risk Management
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Insurance, Risk Management, Agent/Broker Standard of Care, MGA, Wholesale Intermediary, Excess & Surplus Lines, Underwriting, Insurance Industry Customs & Practices, Commercial Lines, Personal Lines, E&O, EPLI, Occurrence v. Claims Made, PEOs, Contracts, Certificates, Additional Insureds, Claims
52+ years experience. Insurance & risk management professional.
Faculty Member, Big "I" Virtual University Independent Insurance Agents & Brokers of America
Practice includes expert witness & transactional consulting. Personal & commercial insurance including property, inland marine, wet marine, builders risk, course of construction, general liability, automobile liability, workers compensation, homeowners, medical malpractice, employment practices liability, professional liability. Traditional insurance & alternative risk programs, captives, self-insurance, large deductibles, retrospective rating. Experience includes underwriting, retail & wholesale production agencies, general agent, excess & surplus lines & franchisor. Producer, agent and broker custom & practice and standard of care. Good faith, bad faith. Experience with design & marketing of insurance programs & design & interpretation of insurance clauses in lease agreements, construction and other business contracts, cer...
You can also find Insurance Expert Witnesses in:
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