Annuities Expert Witness Listings

Welcome to our Annuities experts directory. Browse the profiles below to find the right expert witness in Annuities for your case. Our SEAK Expert Witness Database is always free to search.

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Gerry H Goldsholle, J.D. Advice & Counsel Consulting

Mill Valley, California
Insurance Expert Witness, Legal Expert Witness - Life Insurance, Annuities, Insurance Product Design, Insurance Distribution Practices, Insurance Marketing Practices, Insurance Sales, Viatical Settlements, Senior Settlements, Retained Asset Accounts, Financial Services, Corporate Governance
I bring decades of business and legal experience in insurance and financial services to my expert assignments. I began my professional career as a trial lawyer at the Securities and Exchange Commission, and practiced corporate law in New York City before joining MetLife, where I held a variety of legal, planning and executive positions including Assistant General Counsel, VP for Corporate Planning & Development, VP for Investment & Fiduciary Services, Chief Brokerage Executive, and President & CEO of MetLife Marketing Corporation. My insurance-related experience spans corporate governance, insurance and securities regulation, diversification into auto, homeowners and reinsurance, new life insurance and annuity product development, inventing and creating the first retained asset account business, and creating new distribution systems. The 200+ person business I headed operated as a self-contained insurance company -- with its own actuarial, marketing, product development, sales,...
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Robert L. Staffier, FSA

Charlestown, Massachusetts
Actuarial Expert Witness, Insurance Expert Witness - Life Insurance Sales/Marketing, Life Insurance, Annuities, Product Design, Distribution, Bad Faith, Pensions, Estate Planning, Lost Earnings, Economic Loss, Present Value, Pension Loss, Pension Value
Senior Executive with over 30 years of experience designing, developing, marketing and selling life insurance and annuity products. Former Vice President, Metlife with experience in variable, universal, traditional (whole) and term insurance. Currently Regional Vice President, Thomas Brady & Associates performing estate planning and insurance reviews and providing wealth transfer solutions. FINRA Series 7 and Series 24. Fellow of the Society of Actuaries. Magna cum laude graduate of Tufts, double major math and computer science. Experienced expert witness at deposition and trial.
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Alan J Besnoff, CFP, ChFC, CLU Securities Expert Witness & Litigation Support, LLC

Fremont, New Hampshire
Securities & Investments Expert Witness, Insurance Expert Witness - Mutual Funds, Annuities, Financial Planning, Disability Ins., Life Insurance, Long Term Care Ins., FINRA, Misrepresentation, Asset Allocation, Retirement Plans, Unauthorized Trading, Suitability, churning, Failure to Supervise, Employment, U-5, Variable Annuities, Investments, Alternative Investment
Over 30 years experience with securities, investments, financial planning, and insurance at the financial advisor, supervisory, and managing principal level. Conducted over 1,000 classes, workshops, and presentations on securities, investments, financial planning and insurance to a wide variety of audiences including financial professionals, university students, and consumers. During tenure as supervisor & managing principal provided suitabily guidance on thousands of securities & investment transactions. Developed and taught compliance training programs and implemented policies & procedures to assure branch offices, financial advisors and managers, were in compliance with FINRA and SEC regulations. Areas of Expertise include: Suitability Churning Failure to supervise Breach of fiduaciary duty Asset allocation Unauthorized trading Over concentration Misrepresentation Mutual funds Financial Planning Annuities Retirement Plans Life insurance Disability insurance Long term care ins...
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