Christopher Hawk Expert Witness
Curriculum Vitae

Contact Information

  • Company: Small Business & Retirement Plans
  • Phone: (424) 266-9520
  • Cell: (424) 410-3120
  • Website: ChristopherHawk.EXPERT
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Specialties & Experience

General Specialties: Insurance and Financial

Specialty Focus: 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

Education: B.A., Business Administration , West Coast University

Years in Practice: 31


Additional Information

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 (face to face) & HIPPA compliant call-centers, during their open enrollment benefit seasons — helping employees and key executives to better understand their benefit options. Current Licenses AZ, CA, CO, CT, FL, GA, MA, NJ, NV, OH, TX As a retirement planner, consultant or seminar lecturer in the areas of:  Pre-tax Qualified Retirement plans (i.e. 401Ks, IRAs, SEPs, Roth IRAs, Defined Benefit Pensions, Safe-Harbor & Profit Sharing, Secure ACT 2019)  After-Tax Non-Qualified Retirement Plans (i.e. Roth’s, Annuities, Money Purchase plans,).  Rollover & Exchange Retirement Plan options  Self-Directed IRAs and Private Placements (retirement & estate plans). * Charitable Retirement & Estate Plans Business Hours: Monday - Friday 1pm - 8pm Eastern Time 12pm - 7pm Central time 10am - 5pm Pacific time