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

 

Life Insurance Advisory Services

Accidental Death Benefit Insurance Advisory Services

Are you searching for an Advisor to address Life Insurance or Accidental Death Benefit Insurance matters?

Mary Rae Fouts, EA, CFP® brings impeccable professional credentials and twenty-four years of extensive financial services experience to her clients.

Mary's Life Insurance Advisory Services and Accidental Death Benefit Insurance Advisory Services include analysis, recommendations, reports, and assistance resolving client concerns.  Mary's Advisory Services address technical and complex matters involving:
  • Life Insurance Policies
  • Accidental Death Benefit Insurance Policies
  • Life Insurance Risk Analysis and Coverage Recommendations
  • Proposed Life Insurance Policy Purchases, Replacements, Policy Modifications, and Surrenders
  • Proposed Accidental Death Benefit Insurance Policy Purchases, Replacements, Policy Modifications, and Surrenders
  • Suitability
  • Business Planning:  Buy-Sell, Split Dollar, Key Person, Executive Bonus, and Nonqualified Deferred Compensation Plans
  • Pension Plans, Welfare Benefit Plans, VEBA Plans, and Retirement Plans
  • Financial Planning and Estate Planning
  • Tax Issues
  • Claims and Death Benefit Issues
  • Beneficiary Issues
  • Insurance Company Customer Service, Policy Owner Service, and Complaints
  • Valuation of Life Insurance Policies
  • Policy Appraisals and Completion of IRS Forms for Life Insurance Charitable Gifts

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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