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

Life Insurance Analysis and Advisory Services

Life Insurance Analysis and Advisory Services


Are you searching for an Advisor to address Life Insurance, Accidental Death Benefit, or Life Settlement matters?  Mary Rae Fouts, EA, CFP® brings impeccable professional credentials and twenty-two years of extensive financial services experience to her clients.

Mary's Life Insurance Analysis and Advisory Services include:
  • Analysis of Life Insurance Policies
  • Analysis of Accidental Death Benefit Policies
  • Analysis of Life Settlement Matters and Purchase Offers
  • Life Insurance Risk Analysis and Coverage Recommendations
  • Analysis, Recommendations, and Reports for Life Insurance Matters Involving:
    • Life Insurance Policy Purchases, Exchanges, Policy Modifications, and Surrenders
    • Life Insurance Nonforfeiture Options
    • Accidental Death Benefit Policy Purchases, Exchanges, Policy Modifications, and Surrenders
    • Business Planning Issues, Including Buy-Sell, Split Dollar, Key Person, Executive Bonus, and Nonqualified Deferred Compensation Plans
    • Pension Plan, Welfare Benefit Plan, VEBA Plan, and Retirement Plan Issues
    • Financial Planning and Estate Planning
    • Claims and Death Benefit Issues
    • Beneficiary Issues
    • Insurance Company Customer Service and Correspondence Issues
  • For Select Risks, Obtainment of No Commission Life Insurance Coverage
  • Valuation of Life Insurance Policies
  • Policy Appraisals and Completion of IRS Forms for Life Insurance Charitable Gifts

One of Mary's gardens.

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
© 2003-2010 Mary Rae Fouts, EA, CFP®.  All rights reserved.  Thanks for stopping by!