Disability Insurance Expert Witnesses

Disability insurance expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on disability insurance . The disability insurance expert witness listings on this page are typically from fields/areas of expertise such as: Financial and Insurance.

David R. Mitchell, CPCU, CIC, MBA, MA.HR, SPHR, SHRM-SCP Ideal Insurance Agency

Surprise, Arizona
Insurance - insurance standard of care, insurance coverage, insurance bad faith, workers compensation, human resources, property and casualty insurance, life insurance, health insurance, disability insurance, long term care insurance, cyber insurance, auto insurance, home insurance, business insurance
David has been a licensed practicing insurance producer for 39 years. He understands the reasonable care, skill and diligence from not only academia but experience. He has been an insurance agency owner for 37 years. To date he has consulted in over 50 court cases as a consultant/expert. His consultant/expert work is split at about 45% Plaintiff and 55% Defense. David has testified in several depositions and at jury trial with a successful outcome. David is a CPCU. In addition, he has been a Certified Insurance Counselor since September of 1992. The Family Agency in which he is a partner has won both community and industry awards. David has reviewed the Arizona State Licensure Exams since 1998. He has taught various insurance courses through The National Alliance since 2002. He has taught several continuing education courses in Arizona. Since 2002 he has taught various business courses collegiately. Currently has been an adjunct professor at Glendale Community College teaching in...

Frank M Campbell, CLU, ChFC Stratus Financial Partners

Riverside, California
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.

Steven E. Roth Life and Disability Insurance Analyst

Agoura Hills, California
Insurance - life insurance,disability insurance,indexed annuities,annuity,annuities,premium financing,indexed universal life,illustration,bad faith,unfair,deceptive, sales practices,misrepresentation,fraud,negligence,standard of care,STOLI,IOLI,IUL,FIA,class action,premium,lapse,reinstatement, termination.
Served as a consultant and/or testifying expert witness to national law firms and top lawyers in numerous pro-consumer cases, ranging from deceptive investment and insurance sales practices to unfair insurance claims handling (predominantly life and disability insurance and annuity cases). To date, these cases resulting in estimated $200 million plus of settlements, awards and judgments. Testified in state courts, before FINRA and arbitrations. Never disqualified or had opinions stricken. 1991 - present: Life and disability insurance agent. 2014 - present: Life & Disability Analyst. ARTICLES AND SPEAKING ENGAGEMENTS Articles (partial list) Featured in Forbes Magazine: “Sounding The Alarm On Indexed Universal Life Insurance”, a consumer warning piece concerning complex premium financing and Indexed Universal Life insurance – September 23, 2020 Featured in Forbes Magazine: “Kill The Messenger”, an critique of investment advisors and products – December, 2008 Featured in Forbes Mag...

Charles W. Bowden, CLU, ChFC FSP

Smithville, New Jersey
Insurance, Financial - Life Insurance, Health Insurance, Disability Insurance, Financial Planning, Life Insurance Funding, Policy Valuation
Following graduation from Lehigh University, Charlie entered the insurance industry as an Employee Benefit Specialist. In addition to his thirty plus years of experience, he has achieved both industry recognized designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). As a Qualified Continuing Education Instructor, he teaches other licensed insurance professionals about the changing structure of the income and estate tax code, and planning strategies. Additionally, Charlie uses his experience to provide expert testimony in State and Federal Court. Charlie is a member of the Society for Financial Service Professionals, as well as a past member of their Board Authority of Directors. He maintains registration with the Financial Industry Regulatory Authority (FINRA). He is an investment Advisor Representative (IAR). As of August 2022 Retired as a Register Representative but am maintaining all insurance licensing. Securities Offered Through TFS Secur...

Frank Seigel, CPCU Ringwood Consulting Group, Inc.

Allamuchy, New Jersey
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. (NJSLA) • Former Member, New Jersey Department of Insurance Committee Education • Former Member, Grading Panel for the Insurance Institute of America • Former Arbitrator for the American Arbitration Association. • Panelist, ABA Conference on Banking and Insurance • Attendee, New Jersey Conference on ECRA • Guest Speaker and Presenter for various professional, academic, and civic groups including New Jersey Chapter CPCU, Independent Insurance Agents, Seton Hall University Continuing Education Department, National Association of Insurance Women (NAIW), Local Rotaries, and Insurance Service Office (ISO) • NJ State Approved Volunteer Mediator for Municipal Court Matters • Member, Professional Liability Underwriting Society (PLUS) • Member, National Association of Prof...

Frank Seigel, CPCU Ringwood Consulting Group, Inc.

Pennsylvania
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. (NJSLA) • Former Member, New Jersey Department of Insurance Committee Education • Former Member, Grading Panel for the Insurance Institute of America • Former Arbitrator for the American Arbitration Association. • Panelist, ABA Conference on Banking and Insurance • Attendee, New Jersey Conference on ECRA • Guest Speaker and Presenter for various professional, academic, and civic groups including New Jersey Chapter CPCU, Independent Insurance Agents, Seton Hall University Continuing Education Department, National Association of Insurance Women (NAIW), Local Rotaries, and Insurance Service Office (ISO) • NJ State Approved Volunteer Mediator for Municipal Court Matters • Member, Professional Liability Underwriting Society (PLUS) • Member, National Association of Prof...