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

 

Life Insurance Litigation

Accidental Death Benefit Insurance Litigation


Are you searching for an Expert Witness to address Life Insurance Litigation matters?  Are you searching for an Expert Witness to address Accidental Death Benefit 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-four years of extensive financial services experience to her clients.  Mary is available for travel to all client locations, litigation venues, and arbitration venues.

Life Insurance Litigation Matters
Accidental Death Benefit Insurance Litigation Matters

Mary's Expert Witness Services for Life Insurance Litigation and Accidental Death Benefit Insurance Litigation address the following matters:

  • Life Insurance Policies, Policy Provisions, and Coverage
  • Accidental Death Benefit Insurance Policies, Policy Provisions, and Coverage
  • State Insurance Department Regulatory Issues
  • State Insurance Department Compliance Issues
  • FINRA (Financial Industry Regulatory Authority) Regulatory Issued
  • FINRA Compliance Issues
  • Industry Standards
  • Suitability
  • Standard of Care
  • Fiduciary Duties
  • Damages
  • Good Faith and Fair Dealing
  • Market Conduct
  • Life Insurance Advertising, Marketing, and Sales Practices
  • Accidental Death Benefit Insurance Advertising, Marketing, and Sales Practices
  • Commission Rebating
  • Life Insurance Churning and Twisting
  • Death Benefit and Claims Matters
  • Beneficiary Issues
  • Business Planning Issues:  Buy-Sell, Split Dollar, Key Person, Executive Bonus, and Nonqualified Deferred Compensation Plans
  • Pension Plans, Welfare Benefit Plans, VEBA Plans, and Retirement Plans
  • ERISA
  • Financial Planning and Estate Planning
  • 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
  • The Acceptance, Processing, and Issuance of Accidental Death Benefit Insurance Applications, Policies, Premium Payments, and Related Forms and Paperwork
  • Insurance Company Customer Service, Policy Owner Service, and Complaints
  • Broker Dealer Customer Service and Complaints
  • 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


Expert Witness Services

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.

For More Information

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.  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 to 2012 by Mary Rae Fouts; all rights reserved.  Best viewed with Internet Explorer browser.  Thanks for stopping by!