Fouts Financial Group   .   Mary Rae Fouts, EA, CFP®   
Expert Witness and Advisory Services   

24 Years of Experience  .  Impeccable Professional Credentials

          Unbiased and Objective Professional Services

Welcome to Fouts Financial GroupMary Rae FoutsMary's CredentialsExceptional ClientsExpert Witness ServicesLife Insurance & Accidental Death Benefit Insurance LitigationAnnuity LitigationPension Plan Litigation412(e)(3) & 412(i) Pension Plan Litigation419 Welfare Benefit Plan LitigationDisability Insurance Expert Witness & Advisory ServicesFinancial Planning LitigationElder Financial Abuse LitigationCommercial Insurance LitigationLife Insurance & Accidental Death Benefit Insurance Advisory ServicesAnnuity Advisory ServicesFinancial Planning Advisory ServicesTax Expert Witness & Advisory ServicesCommercial Insurance Advisory ServicesProfessional CompensationGrowing Giant SunflowersHike with Titus the DogVisit the Ocean with Titus the DogMeet Titus the DogContact Mary

 

Annuity Litigation

Are you searching for an Expert Witness to address Annuity Litigation matters?

Mary Rae Fouts, EA, CFP® has Expert Witness experience in federal courts, state courts, and arbitration venues throughout the United States.  She brings impeccable professional credentials and twenty-four years of extensive financial services experience to her clients.  Mary is available for travel to all client locations, litigation venues, and arbitration venues.

Annuity Litigation Matters

Mary's Expert Witness Services for Annuity Litigation address the following matters:

  • Annuity Contracts and Contract Provisions
  • Annuitization
  • Variable Annuities
  • Equity-Index Annuities
  • Fixed Annuities
  • Immediate Annuities
  • State Insurance Department Regulatory Issues
  • State Insurance Department Compliance Issues
  • FINRA (Financial Industry Regulatory Authority) Regulatory Issues
  • FINRA Compliance Issues
  • Industry Standards
  • Suitability
  • Standard of Care
  • Fiduciary Duties
  • Damages
  • Good Faith and Fair Dealing
  • Market Conduct
  • Annuity Contract Advertising, Marketing, and Sales Practices
  • Commission Rebating
  • Annuity Contract Churning and Twisting
  • Death Benefit and Claims Matters
  • Beneficiary Issues
  • Elder Financial Abuse
  • Pension Plans and Retirement Plans
  • ERISA
  • Financial Planning, Estate Planning, and Tax Planning
  • Agent and Insurance Company Compliance
  • The Acceptance, Processing, and Issuance of Annuity Applications, Contracts, Premium Payments, and Related Forms and Paperwork
  • Insurance Company Customer Service, Policy Owner Service, and Complaints
  • Broker Dealer Customer Service and Complaints
  • Insurance Agent/Broker Licensing
  • Insurance Agent Appointment Process
  • The Agent Relationship Between Insurance Companies and Agents: Duties, Responsibilities, and Authority
  • Insurance Agent/Broker Training and Education


Expert Witness Services

Mary's Expert Witness Services are provided for civil litigation, arbitration, criminal litigation, and administrative law matters.  To learn more about Mary's Expert Witness Services, please visit Expert Witness Services.

 For More Information

To request Mary's Curriculum Vitae, Rate Sheet with Standard Terms and Conditions, and Expert Services Overview with Designated Cases and Testimony, please contact Mary at (925) 979-9972.  She looks forward to discussing your concerns and Fouts Financial Group services.

 

 

 

Fouts Financial Group  .  Mary Rae Fouts, EA, CFP®  .  1547 Palos Verdes Mall #407  .  Walnut Creek, California 94597
Telephone (925) 979-9972  .  Facsimile (925) 979-9970  .  mary@foutsfinancialgroup.com  .  CA Insurance License 0C24544
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