Do You Have Questions About Your Life Insurance Policy Or Annuity?

Steve Burgess, an insurance expert witness, has over 18 years of extensive life insurance and financial services experience. Steve’s extensive professional experience and credentials will prove to be a great asset to you and your team. He makes all life insurance issues, like collecting life insurance death benefits, easy to understand, so the best course of action can be taken.  A completely unbiased and trusted source of quality information and sound financial advice is what you get every time from Steve Burgess.  He can help you with:

• Life Insurance Risk Analysis
• Life Insurance Coverage Recommendations
• Evaluation and Analysis of Life Insurance Policies
• Analysis of and Recommendations for Life Insurance Matters Involving:
  • Life Insurance Policy Purchases, Exchanges, and Surrenders
  • Financial Planning, Tax Planning, Charitable Planning, and Estate Planning Matters
  • Business Planning Life Insurance Issues, Including Buy-Sell, Split Dollar, Key Person, Executive Bonus, and Nonqualified Deferred Compensation Plans
  • Pension Plan and Retirement Plan Issues
  • Employee Benefits
  • Life Settlement Issues
  • Beneficiary Issues
• Valuation of Life Insurance Policies
• Solve problems of tax-detrimental policy ownership, beneficiaries, and premium payors, including Irrevocable Life Insurance Trusts (ILITs).
• Review and revise split-dollar plans to comply with new IRS rules and regulations.
• Restructure existing policies to perform more safely and effectively.
• Furnish second opinions on proposed insurance purchases.
• 412i Plans