Contact this Expert Witness
- Company: Stratus Financial Partners
- Phone: (951) 823-8100
- Cell: (909) 446-1015
- Fax: (951) 823-8101
- Website: stratusfp.com
Specialties & Experience of this Expert Witness
General Specialties:
Insurance and FinancialKeywords/Search Terms:
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, AgentEducation:
BA, SUNY BuffaloYears in Practice:
40+Additional Information
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.