Steve Burgess

Steve Burgess, a life insurance expert witness and annuity expert, has over 20 years of experience in the life insurance and annuity industry. Steve has represented both Plaintiffs and Defendants (agents, insurers, and buyers) in cases involving life insurance contestability and suitability, misrepresentation, fraud, supervision and other life insurance litigation issues.  He has held the positions of Sales Manager, Associate Regional Director, and Regional Director for a major life insurance company. His brokerage firm processes over 200 life insurance applications each year and he is personally involved in the oversight of product disclosure and life insurance sales practices and underwriting.

Steve holds the Series 7 - General Securities license, Series 63 - Uniform Securities Agent State Law (Blue Sky) and Series 24 - General Securities Principal licenses. As a Registered Principal, he is involved in supervising variable life insurance and variable annuity product sales. Steve has a thorough understanding of FINRA suitability and State Insurance regulations.  His extensive background has helped establish him as a distinguished and reputable annuity expert and life insurance expert witness.

Whether your client is dealing with a simple annuity dispute, complicated life insurance litigation or a sophisticated sale involving a pension, retirement plan, trust or other special design, having a life insurance expert witness and annuity expert on your legal team is invaluable. Life insurance and annuity contracts contain language and features that are difficult for someone outside of the industry to understand. Steve makes the confusing industry terminology easy to understand, so you the legal professional can build a stronger case for your client. In retaining Steve's services, you will get an aggressive, knowledgeable and articulate life insurance expert witness or annuity expert for your client to benefit from.