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Mary Rae Fouts, EA, CFP® brings impeccable professional credentials and twenty-four years of extensive financial services
experience to her clients. She has Expert Witness experience in federal courts, state courts, and arbitration venues
throughout the United States. Mary is available for travel to all client locations, litigation venues, and arbitration
venues.
Advisory Services
Mary's Disability
Insurance Advisory Services include analysis, recommendations, reports, and assistance resolving client concerns.
Mary's Advisory Services address technical and complex matters involving: - Individual Disability Insurance Policies
- Group
Disability Insurance Policies and Certificates
- Employer-Provided Disability Insurance
Benefits
- Self-Insured Disability Plans
- Disability Insurance Risk Analysis
and Coverage Recommendations
- Analysis of Proposed Disability Insurance Policy Purchases,
Replacements, Policy Modifications, and Surrenders
- Suitability
- Claims Issues
and Disputes
- Insurance Company Customer Service, Policy Owner Service, and Complaints
- Plan Administrator Customer
Service and Complaints
- Short Term Disability Benefits
- Long Term Disability and Permanent Disability Benefits
- Social
Security Disability
- ERISA
- Tax Issues
- Business
Planning and Financial Planning
Expert Witness Services and Litigation Matters Mary also
provides Expert Witness Services for Disability Insurance Litigation involving the
subject matter listed above. 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.
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.
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Mary welcomes your call at (925)
979-9972. She looks forward to discussing your concerns and Fouts Financial Group services.
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