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Life Insurance Expert Witnesses

Life insurance is a contract with an insurance company that in exchange for premium payments, provides a lump-sum payment known as a death benefit, to beneficiaries at the time of the insured’s death. There are three types of life insurance policies.

  • Term life policies provide protection for a set time period, usually 10 to 20 years. The premium payment amount remains the same for the coverage period selected by the insured. After that period, coverage may be offered at a significantly higher period rate. Term life insurance is usually less expensive than permanent life insurance.
  • Universal life insurance is a type of permanent life insurance. It provides lifetime coverage to the insured. It is a flexible policy that allows the insured to raise or lower their premium payments or coverage throughout their life. However, it generally has a higher premium than term life policies.
  • Whole life insurance is permanent life insurance designed to give lifetime coverage to the insured. Premium amounts are fixed, and unlike term life policies, has a cash value, that function as a savings element that may accumulate, and is tax-deferred over time. Its premiums are usually higher than term life policies
Our life insurance experts have worked as actuaries, insurance executives, finance professionals, pension consultants, economics professors, to name a few. With hundreds of years of combined experience, our life insurance experts have successfully testified for both plaintiffs and defense in a variety of cases and are prolific international authors and lecturers. Their published works span topics that include portfolio management, disability claims, ethics, institutional investments, insurance market conduct, and mortality tables.

Here are a few of our favorite Life Insurance Expert Witnesses:

South Carolina Life Insurance Expert #4013

I have 40 years of experience and specialize in the field of insurance and investments with specific knowledge in the areas of life insurance, annuities and investments. I have published on such topics as life insurance market conduct, individual and institutional investments, and annuities. I have testified 25 times on topics such as life insurance market conduct, life insurance company investment practices and valuation of pensions for individuals.

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California Life Insurance Expert #13285

I have 20 years of experience and specialize in the field of life insurance and annuities with specific knowledge in the areas of misrepresentation, claims and fraud.

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Connecticut Life Insurance, Annuity Products Expert #14365

I have 39 years of experience, and specialize in the field of life insurance and annuity products with specific knowledge in the areas of sales illustrations, product design features and replacements. I have published on such topics as sales illustrations, product design features. I have testified 12 times on topics such as sales illustrations, improper (inadequate) disclosure and unwarranted replaceemnts. I have an uncanny ability to simplify the relatively complicated world of life insurance & annuity products.

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Alabama Life Insurance Expert #17877

I have 12 years of experience, and specialize in the field of life insurance with specific knowledge in the areas of estate planning, business planning, and investments.

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Utah Annuity, Life Insurance Expert #22360

I have 20 years of experience in the field of life insurance, with specific knowledge of annuities and life insurance. I have published on such topics as why consumers buy annuities, risks faced by consumers in retirement and risk management practices of insurance carriers. I have testified on insurance carrier/agency relations, annuity sales and suitability practices. and life insurance sales and distribution practices. I am an actuary as well as a sales and marketing executive.

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Your Case Deserves The Best Life Insurance Expert Witnesses

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The right expert witnesses and consulting experts can make your case. That’s why we have spent so many hours over the past quarter century making sure our clients have just the right expert team — whether one expert or many, early-stage advice or expert reports and testimony. Across over 50,000 expert search assignments, we have honed a unique, customized approach to identifying, analyzing and connecting with expert talent so you can focus on winning your case.

North Carolina Life Insurance, Annuity Expert #22384

I have 27 years of experience in the field of insurance, with specific knowledge of life insurance, annuities and sales practices. I have conducted numerous continuing education courses around the country and have served as an instructor for the CFP (Certified Financial Planner) designation and the CIC (Certified Insurance Counselor) designation. I work with individual clients on the retail level and advisors on the wholesale level.

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Connecticut Group Actuary, Life Insurance Expert #22466

I have 35 years of experience, and specialize in the field of group actuarial science with specific knowledge in the areas of large group pricing, financial analysis and Medicare Part D. I have testified on benefit equivalence and contract interpretation.

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Kansas Life Insurance, Annuity, Actuary Expert #22700

I have 25 years of experience and specialize in the field of actuarial work, with specific knowledge of life insurance, annuity and financial reporting. I have testified on vanished premium life insurance contracts. I annually certify to the reserves for 12 insurance organizations. I also certify to their compliance with the Life Insurance Illustration regulation for the life insurance products that they sell.

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North Carolina Life Insurance, Health Insurance Expert #23693

I have 20 years of experience, and specialize in the field of insurance with specific knowledge in the areas of life, health and actuarial. I have published on such topics as mergers and acquisitions, bank-assurance and pandemics. I have testified on insurance valuation, product pricing and actuarial issues.

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Life Insurance Expert #24453

I have 29 years of experience and specialize in the field of financial services with specific knowledge of capital management, life insurance operations and investment management. I have published on such topics as financial product development and new regulations.

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Florida Life Insurance, Annuities Expert #25094

I have 40 years of experience and specialize in the field of actuarial programming, with specific knowledge of illustrations, pricing and compliance.

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Illinois Life Insurance, Annuities Expert #26827

I have 32 years of experience, and specialize in the field of insurance with specific knowledge in the areas of life insurance, annuities. I am an actuary with 30+ years of experience with work in large and small insurance companies, a consulting firm, and specialized insurance brokers. As such, I am familiar with insurance sales and marketing and pricing from both carrier and broker perspectives.

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Pennsylvania Life Insurance, Dental, Vision Expert #30664

I have 25 years of experience and specialize in the field of insurance. with specific knowledge of health insurance, employee benefits and medical professional liability.

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Wisconsin Life Insurance, Risk Management Expert #31506

I have 23 years of experience in the field of insurance, with specific knowledge of life insurance, risk management and financial forecasting.

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Connecticut Life Insurance Expert #31524

I have 36 years of experience, and specialize in the field of life insurance with specific knowledge in the areas of product development, financial analysis, and combination products. I have published on such topics as simplified issue designs and practices, term insurance, and variable products.

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Florida Life Insurance Expert #32361

I have 20 years of experience in the field of mortality, with specific knowledge of life expectancy, health expectancy and valuation of periodic payments. I have published on such topics as bond default rates for life insurance company holdings and mortality tables for life insurance valuation. I have testified on financial values of payment streams.

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California Life Insurance, Estate Planning Expert #37319

I have 47 years of experience in the field of insurance, investments and retirement plans, with specific knowledge of design, evaluation, and implementation. I have published on such topics as life insurance creative planning. I have testified on ethics and business practices.

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Pennsylvania Life Insurance Expert #39092

I have 35 years of experience and specialize in the field of life insurance with specific knowledge of policy claims administration, good and bad faith, and underwriting and issue. I have published on such topics as patented life product as the inventor. I have testified 15 times on topics such as life and disability claim denial, agent negligence and theft of premium.

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Life Insurance, Investments Expert #41819

I have 25 years of experience, and specialize in the field of economics with specific knowledge in the areas of decision theory under uncertainty, insurance economics and investment theory. I have published on such topics as finance, portfolio management and environmental economics. I have testified on the precautionary principle, the evaluation of damages under uncertainty.

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Arizona Life Insurance Expert #45710

I have 32 years of experience and specialize in the field of life insurance with specific knowledge in the areas of advanced marketing including underwriting and selling. I have published on such topics as life insurance underwriting and advanced markets.

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New Jersey Life Insurance Expert #45735

I have 35 years of experience, and specialize in the field of life and health insurance. I teach continuing education classes to other insurance agent and have done this in both New Jersey and Pennsylvania.

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Minnesota Life Insurance Expert #45760

I have 34 years of experience and specialize in the field of life insurance with specific knowledge in the areas of annuities, suitability and sales practices. I have published on such topics as enterprise risk management and career development for technical people. I have testified 8 times on topics such as life insurance, annuities and suitability.

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Minnesota Life Insurance Expert #50339

I have 13 years of experience, and specialize in the field of life insurance with specific knowledge in the areas of advanced use of life insurance intestate, and business and charitable planning. I have published on such topics as fiduciary standards and life insurance planning, the use of life insurance in income defective trusts and the impact of low interest rates on insurance products. I have testified on life insurance, premium financing and wealth advisory.

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Life Insurance Expert #52357

I have 41 years of experience and specialize in the field of life insurance with specific knowledge in the areas of life insurance, disability insurance and critical illness insurance. I have published on such topics as universal life insurance and agent duty of care to clients.

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Our huge network of experts – eminent university professors and practitioners who have achieved renown as thought leaders in their fields – combined with unparalleled research capabilities puts the experts you need at your disposal when and where you need them.

If you’re a litigator or general counsel, we want to put this network to work for you and your clients. Let us know how we can help by calling us at (202) 908-4500 or filling out the form on this page. We’re so confident you’ll love what we do that unless you retain an expert we present there’s no charge!

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