4 Disability Income Expert Witnesses Found

Actuarial, Statistics - 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

In the past 4 years I have completed about 50 expert witness cases, including personal injury, medical malpractice, wrongful death, economic damages, family law, life estates, ERISA. public pension plan participant values, insurance, annuities, disability, deferred compensation plans, and general litigation. My experience is that by providing attorneys with an expert witness report by a certified actuary, they can win larger claims for their client. I am listed on many of the expert witness directories, as well as on Google. My CV is attached. 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....

Securities & Investments, Risk Management - FINANCIAL PLANNING, SUITABILITY, BEST INTERESTS, PRUDENT MAN, FIDUCIARY BREACH, ARBITRATION, FEES, COMMISSIONS, ECONOMICS, INSURANCE, RISK OF LOSS, FINRA, ERISA, SEC/STATE LICENSING, REGULATORY INCOMPETENCE, CFP, RIA, SSRN, ChFC, CPA

...No Nonsense Finance- 2003. reprinted 2009; Financial Planning Fiduciary Standards under Dodd Frank, 2011; The Failure of Securities Arbitration, 2012; Investments/Securities Risk of Loss, 2023, online at EMoody.com. 52 years in the trenches as Financial Planner, Held 7, 24, 27, 63, 65 licenses, CFP, RIA, Real Estate Broker; B-1 General Contractor, California Life and Disability Insurance Analyst (i of 35); Have acted as arbitrator, expert witness. Current focus as Consultant. Taught CFP/Financial Planning courses for University of California, Irvine and Berkeley, University of San Francisco, et al; Real Estate Capstone course for UCI, Taught series 4, 6, 24, 27, 63, 65, etc. for Private schools. Continuing insurance education courses- Medicare, Social Security, Long Term Care, Estate planning, Contracts, etc. Had CLE courses- Planning and Insurance, accepted by California Bar, Risk of Loss course accepted for CLE by Florida Bar 2023....

Accounting, Business Valuation - Forensic Accounting, Fraud Investigations, Financial Fraud, Divorce Litigation Support, Criminal Defense Support, Business Fraud, Tax Fraud, Litigation Support, Economic Damages, Corporate Litigation, Business Valuations, Assets Tracing, Tax Litigation Support, Bankruptcy, Civil Claims Consultant

...Civil Litigation-Trust Violation: Expert witness and forensic accounting consultant for the plaintiff in a civil dispute related to the management, expenditures and income of a trust. The plaintiff alleged that the trustee failed to properly manage and protect the assets of the trust. The plaintiff, as a beneficiary of the trust, was seeking among other things to establish that the trustee failed to faithfully perform his fiduciary duty in an impartial manner. The plaintiff was also seeking to have the trustee removed due to malfeasance and to receive a civil monetary settlement. The plaintiff eventually received a $ 1.25 Million settlement from the defendant. Civil Litigation-Damages: In a high-profile case, in Federal Court served as an expert witness and forensic accounting consultant for the plaintiff, a disabled veteran who had been forced out of his home by the landlord due to the fact that he had a Veterans Administration certified service dog....

Insurance, Risk Management - Claims Handling, Insurance Agent/Broker Liability, Insurance Bad Faith, Insurance Contracts, Insurance Practices & Standards, Insurance-Bad Faith, Property & Casualty Insurance, Underwriting Practices

...Have been retained in cases involving commercial general liability, garage operations- auto only liability, umbrella liability, trucker's liability, underinsured/ uninsured motorists liability, personal auto, homeowners, commercial auto, commercial property, business income, individual life, medical expense, and disability, professional liability, employee dishonesty, worker compensation, inland marine insurance policies, and trade credit insurance policies. Have also been retained in cases involving an indemnification agreement, and the additional insured endorsement. Finally, have been retained in cases involving financial institution, public official, and bid guaranty and contract bonds. Widely published in pedagogical and professional journals.