Burgess Insurance Services                         
Expert Witness Life Insurance
Expertise in Detail

Insurance Expert Witness and Annuity Expert Witness Who Can Help

Areas of Steve Burgess’ Expertise Include:

  • Insurance Expert Witness for all life insurance matters including: term life, whole life, universal life, variable life, and indexed universal life and all aspects of life insurance disputes and life insurance contestability.
  • Annuity Expert for all annuity matters including: fixed annuities, indexed annuities and variable annuities
  • Suitability Issues
  • Life Insurance Sales Practices
  • Annuity Sales Practices
  • Insurance Sales to Seniors
  • Market Conduct Issues
  • All Life Insurance Policy Matters
  • Life Settlements
  • Beneficiary Disputes
  • Life Insurance Applications
  • Premium Payments
  • Welfare Benefit Trusts
  • Life Insurance in Pension Plans
  • 412i Plans
  • Irrevocable Life Inusrance Trusts
  • Split Dollar Plans
  • Corporate Owned Life Insurance
  • Buy Sell Agreements
  • Charity Owned Life Insurance
  • Viaticals

As an insurance expert witness, Steve successfully represents clients for life insurance contestability, life insurance litigation, life insurance disputes, etc.  He also has years of experience as an annuity expert.  When you work with Steve by your side, a dynamic professional who provides incredible value, he has your best interests in mind as you form a powerful relationship that you are sure to benefit from.

Contact Steve Burgess today to get more information on how his service will provide exactly what you need:  800-731-8122.

 

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