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

 

Disability Insurance Advisory Services

Disability Insurance Litigation 


Are you searching for an Advisor to address Disability Insurance matters?  Are you searching for an Expert Witness to address Disability Insurance Litigation matters?

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.

 

For More Information

Mary welcomes your call 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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