Annuities Expert Witnesses

Providing Legal Services to Law Firms and Lawyers


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...

Overview  ArticlesSpeaker

Actuarial Litigation Consulting - Kevin M. Reopel, FSA, MAAA Expert Witness

Actuarial Litigation Consulting - Kevin M. Reopel, FSA, MAAA

Massachusetts - Serving: All States
Websitewww.ALC123.com
Economic Damages Expert Witness and Insurance Policies Consultant
Phone(413) 786-7925

Kevin M. Reopel, FSA, MAAA, assesses economic losses in personal injury, wrongful death and wrongful termination cases, and the value of marital assets in divorce cases, for plaintiff and defense attorneys. He also analyzes currently owned life and disability insurance policies and...

Overview  Forensic Expert

  • Bobby Steele

    Amarilo, Texas

    Annuity Testimony (Annuitist) for Personal Injury Defense

    Phone (806) 355-5008

    I have served as an expert witness by providing annuity testimony an an annuitist for over 25 years, employed by the defendant on primarily large cases. I use life care plans and loss of earnings reports to provide the cost of an annuity that most accurately reflects the present value of these...

  • Giandomenico (John) Rende

    Greenbrae, California

    Financial Markets Consultant and Expert Witness

    Phone (415) 461-1865

    Giandomenico (John) Rende's expertise covers virtually all areas related to investments in stocks, options, fixed income, mutual funds, insurance products, futures, etc. Rende has been a manager and an investment consultant with over forty-five years of experience in the securities and derivatives...

  • Gregory G. Wimmer, CLU, ChFC, CSSC

    Colleyville, Texas

    Life, Health and Annuity Expert Witness and Litigation Support Services

    Phone (817) 540-3141

    Gregory G. Wimmer has over 39 years in the life, health and annuity business and has actual experience in many facets of the industry. As an agent, supervisor/manager and General Agent and agency owner responsible for hiring, training, recruiting, managing, underwriting and claims affords me the...

  • John J. Duval, Sr.

    Manchester, Maine

    Securities and Investment Arbitration Expert

    Phone (917) 734-0078

    retired from Merrill Lynch, FINRA arbitrator, mediator, expert in all areas of wall street activities. Previous work included SEC. Have been expert for 13 years. Areas of expertise: annuities, life insurance, portfolio management, branch office and district-level supervision and compliance, trusts,...

  • Tilkin Group

    Hingham, Massachusetts

    Financial Services Litigation Consultant and Expert Witness

    Phone (781) 836-4643

    David has been providing arbitration, litigation and expert witness services at varying degrees since 2000 when David left Wachovia Securities to start Protegent, Inc. Protegent was the first company to automate the process of broker-dealer exception reporting, analysis, risk management and audit....


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