33 Agent/Broker Standards Expert Witnesses Found

Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood

...He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US, Defense Research Institute, and an Associate Member of the American Bar Association – Tort, Trial and Insurance Section. His insurance and risk management consulting practice provides research, analysis and advice to commerce, industry, government and individuals....

Insurance, Insurance - Broker/Agent Standard of Care, Bad Faith, Insurance Industry Customs and Practices, Property & Casualty, Life, Annuities, Excess & Surplus, Managing General Agent, Health, Surety, Professional Liability, Underwriting, Claims Practices,

More than 35 years experience in the insurance industry. President/CEO of RiskPro Insurance Services, Inc., Professor of Risk Management and Insurance at California State University Chico (Retired 2022) Established Expert Witness Practice in 2009. As of January 2023, more than 400 retentions and testifying in Deposition, Trial and Arbitration more than 100 times. Education includes Juris Doctor (JD), BS Business Administration/Finance. Chartered Property Casualty Underwriter (CPCU) Registered Professional Liability Underwriter (RPLU) Associate in Risk Management (ARM) Associate in Claims (ARM) Primary States for expert work include, California, Arizona, Nevada, Oregon, Washington, Utah, Colorado and Texas

Insurance - Insurance Agent/Broker Standard of Care, Insurance Bad Faith, Insurance Agents errors and omissions, Insurance Coverage, Insurance Coverages, and Claims, Insurance Industry Claim handling standards, Workers Compensation insurance, Auto Insurance, UM & UIM Insurance, Home Insurance, Insurance Disput

Daniel Fink, [email protected], is an active insurance agent and instructor with over 35 years of experience. He has earned the CIC, CRM, CPCU, CRIS, & AAI insurance certifications. As an insurance instructor, he teaches continuing education & certification classes for the CIC, CISR, and CRIS programs. Daniel is a good communicator (BA in Journalism and English) combined with an extensive background in insurance. He served as President of the IIABAZ (Arizona Agents Association) and has worked on the Arizona insurance licensing exam. Daniel has served as an expert witness for many years with plaintiffs and defendants, reviewing insurance agent standard of care, claims handling, policy and coverage reviews, and bad faith/unfair claim practices.

Real Estate, Insurance - Residential, Commercial, Industrial, Construction, SBA, Lending, Appraisal, RESPA/TIL, Broker standards, Escrow, Title insurance, Leasing, Property management, Foreclosure, Agent/Broker duties, Insurance underwriting, Claims, Bad faith, Life, Health, Disability, Property/Casualty, Reinsurance, etc.

...Our clients include several thousand leading national and regional law firms, as well as many smaller and specialized boutique practices, and we also work extensively with numerous regulatory and government agencies Real Estate, Insurance - Residential, Commercial, Industrial, Construction, SBA, Lending, Appraisal, RESPA/TIL, Broker standards, Escrow, Title insurance, Leasing, Property management, Foreclosure, Agent/Broker duties, Insurance underwriting, Claims, Bad faith, Life, Health, Disability, Property/Casualty, Reinsurance, etc. REAL ESTATE Experts include lenders, mortgage brokers / bankers, real estate brokers, escrow & title officers, developers, property managers, consultants, appraisers, economists and regulators etc....

Insurance, Risk Management - Insurance Broker Standard of Care, Insurance Federal Cases, Rule 26, Insurance Pollution, Umbrella Insurance, Excess Insurance, Insurer Bad Faith, Insurance Coverage, Construction Defect Insurance, Insurance Manuscript Policies, Insurance Custom and Practice, Property Casualty Insurance

...Bob also served as president, chief executive officer, and chairman of the board of well-known Anderson & Anderson Insurance Brokers. Over nearly 30 years, he built Anderson & Anderson from a four-person company to the fifth-largest brokerage firm in California until the time of its sale to AON Corporation. At Aon, Bob was the president of the Aon Advantage Group which advised 20 industry practice leaders such as the Hospitality Group which insured Hotels, Resorts, and Casinos. Bob attended the Harvard Business School’s OPM program which is similar to its MBA program. He earned his CPCU (Chartered Property Casualty Underwriter) designation in 1970 from the American Institute for Property and Liability Underwriters, Inc....

Insurance, Insurance - Broker/Agent Standard of Care, Bad Faith, Insurance Industry Customs and Practices, Property & Casualty, Life, Annuities, Excess & Surplus, Managing General Agent, Health, Surety, Professional Liability, Underwriting, Claims Practices,

More than 35 years experience in the insurance industry. President/CEO of RiskPro Insurance Services, Inc., Professor of Risk Management and Insurance at California State University Chico (Retired 2022) Established Expert Witness Practice in 2009. As of January 2023, more than 400 retentions and testifying in Deposition, Trial and Arbitration more than 100 times. Education includes Juris Doctor (JD), BS Business Administration/Finance. Chartered Property Casualty Underwriter (CPCU) Registered Professional Liability Underwriter (RPLU) Associate in Risk Management (ARM) Associate in Claims (ARM) Primary States for expert work include, California, Arizona, Nevada, Oregon, Washington, Utah, Colorado and Texas

Insurance, Financial - Life Insurance, Annuity, Annuities, Suitability, Lapse, Life Settlement, Renewal, Conversion, Estate Planning, Disability Insurance, Long Term Care Insurance, Bad Faith, Beneficiary, trusts, STOLI, TOLI, Standard of Care, Expiration, Misrepresentation, Life/Disability Analyst, Broker, Agent

Expert in Whole and Term Life, Disability and Long-Term Care Insurance as well as variable and fixed annuities. 30+ years’ experience as a high-producing agent with a Fortune 500 insurer. Past Life & Qualifying Member of Million Dollar Round Table – a trade group of top insurance producers. Chartered Life Underwriter. Chartered Financial Consultant. Licensed Life and Disability Analyst. Has reviewed and analyzed hundreds of insurance policies for issues such as suitability, expiration, beneficiaries, conversion, termination, reinstatement, value, and health of the insurer.

Real Estate - Property management, Broker, agent, apartment, commercial, HOA, Condominiums, office, slip/trip/fall, maintenance, water intrusion, mold, personal injury,security, management standard of care, due diligence, real estate property management, real estate disputes,

...He is a California Real Estate Broker, a Certified Property Manager (CPM) and a Condominium Association Manager (CAM) in the state of Florida. He is an expert in all aspects of Real Estate including Property Management of Residential, Commercial, Condominiums and Homeowners Associations, Shopping Centers. Expert in Standards of Care, property damage, personal injury, habitability, landlord/tenant, maintenance, air quality and mold issues, receiverships, lease interpretation, partnership agreements, trust properties, child molestation. An IREM instructor teaching throughout the US , Russia and Poland. Recipient 1987 Frank Lyons award-CPM of the year, CPM Emeritus 2011, President IREM San Francisco, IREM SF instructor of the year 2001, 2007 nd 2013 Lloyd Hanford Jr Distinguished Faculty award IREM. Featured speaker National Facility Management and Technology Conference-Chicago 2007 and Baltimore 2008, 2009. Court appointed receiver throughout California....

Real Estate, Premises Liability - Property management, broker, agent, landlord/tenant, apartment, residential, commercial, HOA, wrongful eviction, habitability, standard of care, premises liability, slip/trip/fall, inspection, building codes, electrical codes, health and safety, maintenance, personal injury, rent control, damages

Edrington and Associates are residential investment property specialists. We maximize value and solve complex real estate challenges for our clients, who are owners, developers, and buyers/sellers of rental housing. We are active practitioners in the field in addition to our expert witness work where we primarily serve landlord/tenant and insurance defense attorneys. Steven Edrington is a Certified Commercial Investment Member (CCIM), Certified Property Manager (CPM), Certified Forensic Litigation Consultant (CFLC), and an ICC Residential Building Inspector. Philip Barthman is an ICC Combination Inspector, electrician, and former Alameda County Building Inspector. We are frequent presenters to the Bar Association of San Francisco, Alameda County Bar Association, Bridge Association of Realtors, San Francisco Apartment Association, and East Bay Rental Housing Association on topic including Issues of Habitability, Adding/Legalizing Units, and Oakland Rent and Eviction Controls.

Insurance, Business Operations - Professional Liability, Standard of Care, Insurance Bad Faith, Insurance Brokers, Real Estate Brokers, Escrow Procedures, Mortgage Brokers, Claims Procedures, Claims Made Insurance,

...Insurance Brokers, a Wholesale & MGA facility specializing in Professional Liability and Specialty Line risks. He is a Member of the Editorial Board for Agents of America; a Faculty Member of the Claims College, and Member of the Executive Council, School of Professional Lines as sponsored by the Claims & Litigation Management Alliance. He is a course designer and webinar Instructor for the Academy of Insurance (sponsored by the Insurance Journal). Since his career began, Mr. Fisher focused on one vision: providing financial security to the client. The result was a successful 41 year career in Specialty Lines Insurance. In 1975, Mr. Fisher began his career on the service side, as an Independent E&O claims adjuster. In 1982, he bought the Company, continued with claims, while expanding the firm’s services to include qualitative claim auditing, risk management & loss control services, and acting as a TPA....

Real Estate, Premises Liability - Property management, broker, agent, residential, apartment, commercial, retail, hospitality, HOA, slip/trip/fall, maintenance, inspection, water intrusion, mold, premises liability, personal injury, rent control, habitability, bed bugs, roaches, balcony collapse, health & safety, & personal injury.

...Serves as a consultant or expert witness in standards of care, standards of practice, best practices, and custom and practice for real estate transactions, property management/ownership and fiduciary duty issues for all types of residential and commercial real estate – management, operations, maintenance, health & safety, habitability, mold, water intrusion, personal injury, trip & fall, premises liability, property inspection, broker or agent failure to disclose; misrepresentation; negligence/fraud & association board duties, & real estate receivership....

Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood

...He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US, Defense Research Institute, and an Associate Member of the American Bar Association – Tort, Trial and Insurance Section. His insurance and risk management consulting practice provides research, analysis and advice to commerce, industry, government and individuals....

Insurance, Risk Management - Insurance, Risk Management, Agent/Broker Standard of Care, MGA, Wholesale Intermediary, Excess & Surplus Lines, Underwriting, Insurance Industry Customs & Practices, Commercial Lines, Personal Lines, E&O, EPLI, Occurrence v. Claims Made, PEOs, Contracts, Certificates, Additional Insureds, Claims

...Faculty Member, Big "I" Virtual University Independent Insurance Agents & Brokers of America Practice includes expert witness & transactional consulting. Personal & commercial insurance including property, inland marine, wet marine, builders risk, course of construction, general liability, automobile liability, workers compensation, homeowners, medical malpractice, employment practices liability, professional liability. Traditional insurance & alternative risk programs, captives, self-insurance, large deductibles, retrospective rating. Experience includes underwriting, retail & wholesale production agencies, general agent, excess & surplus lines & franchisor. Producer, agent and broker custom & practice and standard of care. Good faith, bad faith. Experience with design & marketing of insurance programs & design & interpretation of insurance clauses in lease agreements, construction and other business contracts, certificates & additional insured and PEO issues....

Building Inspection, Construction Defects - home inspection, landlord tenant disputes, substandard housing, construction, building code violations, building inspection, code violations, fire safety, property maintenance, code violations, standards of care, code enforcement, housing inspection, commercial inspection, residential inspection,

...Certifications: International Code Council – ICC California Commercial Building Inspector International Code Council – ICC California Residential Building Inspector State of California – Safety Assessment Program – CA DSW local ID#63255 National Association of Certified Home Inspectors, Certified Member since 2004 Areas of Expertise: New construction Inspections and code compliance Real Estate home and commercial inspections Code enforcement violations and fire safety Property maintenance and substandard housing Landlord/tenant disputes and property maintenance Inspector standards of care Government Agencies: City of Westminster, Senior Inspector City of Fountain Valley, Code Enforcement Officer Owner of American Dream Home Inspection, website: www.americandreamhomeinspection.net Business services include residential and commercial real estate inspection, defect evaluations for tenants, homeowners, buyers, sellers, Homeowners Associations, insurance companies, attorneys, brokers...

Real Estate, Premises Liability - Property management, brokerage, agent, apartment, commercial, HOA, slip and fall, premises liability, maintenance, standards of care, disclosure, owner and broker disclosure, personal injury, mold, bedbugs, water intrusion, health and safety, personal injury, fiduciary duty, fraud, receivership.

...Serves as an expert witness in property management, standards of care, brokerage, owner and agent disclosure, premises liability, water intrusion, mold, bedbugs, personal injury, health and safety, fiduciary duty, and most all aspects of the real estate industry.

Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood

...He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US, Defense Research Institute, and an Associate Member of the American Bar Association – Tort, Trial and Insurance Section. His insurance and risk management consulting practice provides research, analysis and advice to commerce, industry, government and individuals....

Real Estate - Property management, Broker, agent, apartment, commercial, HOA, Condominiums, office, slip/trip/fall, maintenance, water intrusion, mold, personal injury,security, management standard of care, due diligence, real estate property management, real estate disputes,

...He is a California Real Estate Broker, a Certified Property Manager (CPM) and a Condominium Association Manager (CAM) in the state of Florida. He is an expert in all aspects of Real Estate including Property Management of Residential, Commercial, Condominiums and Homeowners Associations, Shopping Centers. Expert in Standards of Care, property damage, personal injury, habitability, landlord/tenant, maintenance, air quality and mold issues, receiverships, lease interpretation, partnership agreements, trust properties, child molestation. An IREM instructor teaching throughout the US , Russia and Poland. Recipient 1987 Frank Lyons award-CPM of the year, CPM Emeritus 2011, President IREM San Francisco, IREM SF instructor of the year 2001, 2007 nd 2013 Lloyd Hanford Jr Distinguished Faculty award IREM. Featured speaker National Facility Management and Technology Conference-Chicago 2007 and Baltimore 2008, 2009. Court appointed receiver throughout California....

Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood

...He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US, Defense Research Institute, and an Associate Member of the American Bar Association – Tort, Trial and Insurance Section. His insurance and risk management consulting practice provides research, analysis and advice to commerce, industry, government and individuals....

Insurance, Risk Management - Insurance Agency Standards, Insurance Agent/Broker Duties, Insurance Agent/Broker Liability, Insurance Agents Errors and Omissions, Insurance Broker Duties, Insurance Errors and Omissions, Insurance Wholesale Broker/MGA Liability, Insurance Agent/Broker Standard of Care, Wholesale Broker Duties

Brent Winans focuses his expert witness practice on insurance agent/broker standard of care cases. . He has served as an expert on approximately 120 agent E&O cases in fifteen states and authors “Expert Commentary” articles on insurance agent E&O for the International Risk Management Institute (IRMI). He teaches a Continuing Legal Education class on insurance agent/broker standard of care which has been approved for one hour of CLE. He holds the CPCU and ARM designations and a Bachelor of Science Degree from Lincoln Christian University. He is licensed as a resident General Lines Insurance Agent in Florida and a non-resident Insurance Producer in New Jersey. In his 40 years in the insurance industry, he has become expert in the custom and practice of retail and wholesale insurance brokers as viewed from many perspectives. He began his career as a State Farm agent, then became an independent agent....

Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood

...He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US, Defense Research Institute, and an Associate Member of the American Bar Association – Tort, Trial and Insurance Section. His insurance and risk management consulting practice provides research, analysis and advice to commerce, industry, government and individuals....

Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood

...He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US, Defense Research Institute, and an Associate Member of the American Bar Association – Tort, Trial and Insurance Section. His insurance and risk management consulting practice provides research, analysis and advice to commerce, industry, government and individuals....

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

Number of Expert Reports Drafted in the Last 4 Years: 22 Specialize in breach of contract, bad faith, and agent/broker liability, and underwriting issues. Have been retained in about 100 cases by attorneys who represent policyholders, insurance agents, insurers, and third parties. Experience includes actual courtroom and arbitration testimony, as well as deposition testimony in numerous cases. 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....

Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood

...He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US, Defense Research Institute, and an Associate Member of the American Bar Association – Tort, Trial and Insurance Section. His insurance and risk management consulting practice provides research, analysis and advice to commerce, industry, government and individuals....

Insurance, Risk Management - Insurance Company Good and Bad Faith Expert Witness; Agent/Broker Standard of Care Expert Witness; Insurance Industry Custom and Practices Expert Witness; Risk Management Consulting and Expert Witness; Business Contract Insurance Clause Analysis and Application Expert Witness; Ins.Claims Dispute

Paul Burkett is the President and CEO of Snoaspen Insurance Group, Inc. Paul began his career as a Loss Control Representative for SAFECO Insurance Company after serving as an Officer in the United States Air Force. During his career with SAFECO, Paul served as a Loss Control Supervisor, Loss Control Manager, Commercial Sales Representative, Division Commercial Lines Underwriting Manager, and Regional Workers Compensation Manager. From Safeco Insurance Company, Paul worked for Frank B. Hall & Company as a Vice President in charge of Risk Management Services. Paul was responsible for design and implementation of alternative insurance programs such as pools, self-insurance, and captives. From Frank B. Hall, Paul assisted in establishing the Meadowbrook of Colorado office and focused on developing specialized group programs. Paul assisted in establishing TUITIONGard which specialized in coverage for private student loans provided through banks in the United States.

Insurance, Risk Management - Agent/Broker Duties & Responsibilities, Insurance Errors & Omissions, E&O, Standards of Care, Insurance, Personal Lines, Commercial Lines, Property & Casualty, Property/Liability, Insurance Coverage Disputes

38 years’ experience as an insurance & risk management professional with a diverse background in both agency and company operations. In 1995, I began my own training and consulting firm specializing in training for property & casualty professionals. Practice includes continuing education training, specialized training programs, E&O loss control audits, E&O loss control training, Performance Coaching, and Expert witness & litigation support services. Speaker and presenter for various professional and private organizations on property and casualty insurance, errors & omissions, national certification programs, Accredited Customer Service Representative (ACSR), Construction Risk Specialist (CRIS), Accredited Advisor of Insurance (AAI), including Big I NJ, and IIABA, as an approved instructor to facilitate E&O Risk Management Program.

Real Estate, Slip Trip & Fall - Realtor, Broker and Agent Standards of Care, Malpractice, Negligence, Fraud, Premises Liability.

...Certified Fraud Examiner, Certified Financial Crime Specialist, and former Federal Agent, providing complete expert witness and litigation support . As a practicing Real Estate Agent and Broker (in several states) for over 31 years, Mr. Rosenblum is a real estate expert on Standards of Care, fiduciary responsibility, agency representation, material defects, premises liability. The discipline of his daily work is that of an active Real Estate Broker overseeing agents and transactions. C.V. and References available upon request.

Insurance, Financial - Agent/Broker, Broker Duties, Agent/Broker Duties & Responsibilities, Agent/Company Relations, Bad Faith, Errors & Omissions, E&O, Coverage Disputes, Excess/surplus, Surplus Lines, Casualty, Property, Life, Health, Disability, Coverage, Contractual Disputes, Arbitration, Mediation, Standards of Care

PROFESSIONAL ACTIVITIES • Past President, New Jersey Chapter Society of CPCU • Current and Past President, Independent Insurance Agents of Essex County, Inc. • Past President, Surplus Lines Association of New Jersey, Inc....

Insurance, Business Operations - Professional Liability, Standard of Care, Insurance Bad Faith, Insurance Brokers, Real Estate Brokers, Escrow Procedures, Mortgage Brokers, Claims Procedures, Claims Made Insurance,

...Insurance Brokers, a Wholesale & MGA facility specializing in Professional Liability and Specialty Line risks. He is a Member of the Editorial Board for Agents of America; a Faculty Member of the Claims College, and Member of the Executive Council, School of Professional Lines as sponsored by the Claims & Litigation Management Alliance. He is a course designer and webinar Instructor for the Academy of Insurance (sponsored by the Insurance Journal). Since his career began, Mr. Fisher focused on one vision: providing financial security to the client. The result was a successful 41 year career in Specialty Lines Insurance. In 1975, Mr. Fisher began his career on the service side, as an Independent E&O claims adjuster. In 1982, he bought the Company, continued with claims, while expanding the firm’s services to include qualitative claim auditing, risk management & loss control services, and acting as a TPA....

Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood

...He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US, Defense Research Institute, and an Associate Member of the American Bar Association – Tort, Trial and Insurance Section. His insurance and risk management consulting practice provides research, analysis and advice to commerce, industry, government and individuals....

Insurance, Insurance - Broker/Agent Standard of Care, Bad Faith, Insurance Industry Customs and Practices, Property & Casualty, Life, Annuities, Excess & Surplus, Managing General Agent, Health, Surety, Professional Liability, Underwriting, Claims Practices,

More than 35 years experience in the insurance industry. President/CEO of RiskPro Insurance Services, Inc., Professor of Risk Management and Insurance at California State University Chico (Retired 2022) Established Expert Witness Practice in 2009. As of January 2023, more than 400 retentions and testifying in Deposition, Trial and Arbitration more than 100 times. Education includes Juris Doctor (JD), BS Business Administration/Finance. Chartered Property Casualty Underwriter (CPCU) Registered Professional Liability Underwriter (RPLU) Associate in Risk Management (ARM) Associate in Claims (ARM) Primary States for expert work include, California, Arizona, Nevada, Oregon, Washington, Utah, Colorado and Texas

Insurance, Financial - Agent/Broker, Broker Duties, Agent/Broker Duties & Responsibilities, Agent/Company Relations, Bad Faith, Errors & Omissions, E&O, Coverage Disputes, Excess/surplus, Surplus Lines, Casualty, Property, Life, Health, Disability, Coverage, Contractual Disputes, Arbitration, Mediation, Standards of Care

PROFESSIONAL ACTIVITIES • Past President, New Jersey Chapter Society of CPCU • Current and Past President, Independent Insurance Agents of Essex County, Inc. • Past President, Surplus Lines Association of New Jersey, Inc....

Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood

...He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US, Defense Research Institute, and an Associate Member of the American Bar Association – Tort, Trial and Insurance Section. His insurance and risk management consulting practice provides research, analysis and advice to commerce, industry, government and individuals....

Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood

...He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US, Defense Research Institute, and an Associate Member of the American Bar Association – Tort, Trial and Insurance Section. His insurance and risk management consulting practice provides research, analysis and advice to commerce, industry, government and individuals....