Annuity Expert Witnesses

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Steve C. Burgess Expert Witness

Steve C. Burgess

California - Serving: All States
Websitehttp://burgesslifeins.com
Life Insurance & Disability Insurance Expert Witness
Phone(800) 731-8122

Steve Burgess specializes in standard of care, claims, underwriting, agent practices, industry standards, suitability, and complex transactions. He also handles life insurance, disability insurance, annuity and securities matters. Mr. Burgess has held management and supervisory positions...

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  • Bob Lawson, AIF®, CFE®, RFC®, LUTCF®

    Bloomington, Minnesota

    Securities - Life Insurance - Annuity Expert Witness & Litigation Consultant - FINRA Arbitrator

    Phone (800) 741-0704

    As a Securities, Annuity, and Life Insurance Expert Witness and Litigation Support Consultant, my expertise lies in meticulously analyzing compliance manuals, correspondence, exchange rules, industry norms, and internal policies. I understand the ethical issues that frequently arise in a case and...


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