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

Life Insurance Litigation

Life Insurance Litigation


Are you searching for an Expert Witness to address Life Insurance 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-two years of extensive financial services experience to her clients.

Life Insurance Litigation Matters

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

  • Life Insurance Policies, Policy Provisions, and Life Insurance Coverage
  • Life Insurance Nonforfeiture Options
  • Accidental Death Benefit Policies, Policy Provisions, and Accidental Death Benefit Coverage
  • Life Settlement Matters
  • Industry Standards
  • Suitability
  • Standard of Care
  • Fiduciary Duties
  • Good Faith and Fair Dealing Market Conduct
  • Life Insurance Advertising, Marketing, and Sales Practices
  • Commission Rebating
  • Life Insurance Churning and Twisting
  • Death Benefit and Claims Matters
  • Beneficiary Issues
  • 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
  • ERISA Issues
  • Financial Planning and Estate Planning Matters
  • Elder Financial Abuse
  • Agent and Insurance Company Compliance Issues
  • The Acceptance, Processing, and Issuance of Life Insurance Applications, Policies, Premium Payments, and Related Forms and Paperwork
  • Customer Service and Policy Owner Service Matters
  • 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
  • IMSA (Insurance Marketplace Standards Association) Issues

Expert Witness Services

To learn about Mary's Expert Witness Services, please visit Expert Witness Services.

Mary's front yard roses.

 

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!