Annuity and Life Insurance Expert (Witness)
Life and Health Insurance Licensed since 1991: CA #0831030
NASD Series 7, 63 and 24
1991 to 1994:
In 1991 Steve obtained a California life insurance license and joined State Mutual Life Assurance Company as a sales agent. In 1992 he obtained the Series 6 and 63 licenses from the NASD. Steve's employment was in a branch office in San Diego, CA, with over 20 other agents. The primary focus was selling Variable Life Insurance, Variable Annuities, Disability Insurance and Mutual Funds. Steve's clients included both individuals and businesses. He can assist you as an insurance expert witness for life insurance disputes and life insurance litigation and as an annuity expert.
1995 to 2000
Steve joined the Penn Mutual Life Insurance Company as a Sales Manager, where his specific responsibilities were to open a branch office in San Diego, CA and hire, train and supervise insurance agents. Within 3 years the branch had over 40 insurance agents. The products sold in the office included all types of life insurance, annuities, securities, disability insurance and long term care insurance. This position required significant agent supervisory responsibilities. Steve also obtained the Series 7 license from NASD.
2000 to 2008
Steve accepted the position of Regional Director with Penn Mutual Life Insurance Company. He obtained the Series 24 license from the NASD allowing him greater supervisory responsibility. As a Regional Director for Southern California, his responsibilities include representing all company life & annuity products. Steve's office processes over 200 applications per year for over 80 insurance agents. With his years of knowledge and understanding of the insurance industry, Steve is a trusted and respected annuity and life insurance expert witness who continues to successfully represent death benefit disputes and many other cases.
2003 to Current
Steve incorporated his own firm, Professional Planning Associates, Inc., as a full-service life insurance brokerage firm. This corporation holds selling agreements with over 25 of the largest life insurance carriers in the United States. Professional Planning Associates contracts new insurance agents and manages the underwriting process for all new life insurance applications.
** If you are a legal professional looking for an Insurance Expert Witness or Expert Consultant and want more details and information, contact Steve Burgess today by calling 800-731-8122.
CONTINUING EDUCATION COURSES STEVE TEACHES:
Life Insurance Basics Variables
Life Insurance Analyzing
Permanent Life Insurance
Life Insurance and the Small Business
Life Insurance in Retirement
Plans Life Insurance Suitability
A Comparison of Annuities Estate
Planning with Life Insurance
