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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Christopher Hawk Small Business & Retirement Plans

Beverly Hills, California
Insurance Expert Witness, Financial Expert Witness - Qualified Retirement Plans, NonQualified Retirement plans, Annuities, Self-Directed IRAs, NonQualified Deferred Compensation, Charitable Retirement Plans, Life insurance, Disability Insurance, Pre-Tax Health Insurance, Long Term Care, Supplemental Health plans, Health Savings Accounts
30 years licensed as Life & Health and Retirement Plans agent. Research & Reports Specialist, in Tax-Deferred & Tax-Exempt Income plans Servicing the general consumer markets since 1989, for those seeking the purchase of individually or family owned life, disability, long term care and health insurance plans. 15 years of annually assisting third party brokers and custodians, whom contract with corporate business owners for group-sponsored employee payroll deduction services; during their open-enrollment seasons. Among the HIPPA compliant services provided as an agent and benefit counselor include: Pre-Tax Health Insurance, Disability Insurance, Long Term Care Life insurance, Supplemental health plans & Social Security options Health Savings Accounts, Prepaid Legal services & Wellness Benefits Personally, have worked with over twenty-five fortune 500 companies, including county and municipal government workers; also, meeting with over 5,000 employees and union members 1 on 1 ...
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Arthur B Kagan, FSA, EA A | K Actuarial & Pension Services

Woodland Hills, California
Actuarial Expert Witness, Statistics Expert Witness - Actuary, Pension Plans, retirement plans, 401k plans, ERISA, IRS compliance, audits, pension consulting, life expectancy calculations, marital dissolution, employee benefits, personal injury, wrongful death, disability, loss of income, life estate values, insurance, annuities, executive plans
Professional affiliations include F.S.A, Fellow Society of Actuaries (highest education for an actuary), E. A. Enrolled Actuary, M. A. A. A Member American Academy of Actuaries, ASPPA American Society of Pension Professionals and Actuaries, NIPA National Institute of Pension Administrators, and past affiliation as F. C. A. Fellow of Conference of Consulting Actuaries. Prior Board Member for Conference of Consulting Actuaries and NIPA. Authored several articles early in career on the growing trend of 401k Plans to replace traditional Pension Plans. Implemented one of the early Cash Balance Pension Plans for large law firm; expanded to over 100 Cash Balance Pension Plans. Worked closely with ERISA and client attorneys on client issues; frequently utilized research service of ERISA attorney firm. Presented many seminars on recent developments in pension plan industry and creative plan design to Desert Estate Planning Council, California CPA Society, AXA Advisors and various...
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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, Life Insurance, Long Term Care Insurance, FINRA, Misrepresentation, Asset Allocation, Retirement Plans, Unauthorized Trading, Suitability, churning, Supervision, Employment, U-5, Variable Annuities, Alternative Investment, CFP, Fiduciary Duty, IRAs
Alan J. Besnoff, CFP, ChFC, CLU is the founder of Securities Expert Witness & Litigation Support, LLC, and provides litigation consulting services and expert testimony for matters involving customer disputes and employment issues within the financial services industry. Mr. Besnoff’s expert engagements typically involve sales practices and violations of rules and industry standards in the areas of securities, life insurance and annuities, supervisory, and U-5/employment matters. Alan Besnoff has 30+ years of experience within the industry, primarily in supervisory and leadership positions. Mr. Besnoff has passed FINRA registration examinations for Series 6, 63, 65, 7, 26, and 24, as well as state licensing examinations for Life Insurance & Annuities, Disability Insurance, Long Term Care Insurance, Variable Life Insurance and Variable Annuities. Professional designations held by Mr. Besnoff: Certified Financial Planner, CFP Chartered Financial Consultant, ChFC Chartered Life U...
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