Welcome to FOUTS FINANCIAL GROUP
EXPERT WITNESS and ADVISORY SERVICES by MARY RAE FOUTS, EA, CFP®
Expert Witness Services .
Life Insurance Analysis and Advisory Services .
Annuity Analysis and Advisory Services .
Welfare Benefit Plan Issues .
Elder Financial Abuse Issues .
Financial Planning and Analysis .
Tax Planning, Preparation, and Representation .
"Those who cannot learn from history are doomed to repeat it." George Santayana (1863–1952), U.S. philosopher, poet.
Mary Rae Fouts, EA, CFP® has earned the prestige of being one of the select few Life and Disability Insurance Analysts licensed by the California Department of Insurance. Mary has twenty years of extensive financial services experience in the fields of life insurance, annuity contracts, financial planning and analysis, and taxation.
The California Life and Disability Insurance Analyst license provides for the interpretation of the rights of any party to an annuity, disability insurance, or life insurance contract. This provision specifically applies to a licensed individual who receives compensation for these services from any person or source other an insurance company. California law provides that a licensed Life and Disability Insurance Analyst can interpret the rights of any party to an annuity, disability insurance, or life insurance contract; provide advice on matters concerning such contracts; and charge a fee for such services.
Individuals such as Mary who have attained the prestigious California Life and Disability Insurance Analyst license must first hold a California Life Agent license for a minimum of five years, then pass a rigorous examination covering the applicable sections of the California Insurance Code. The difficulty in obtaining this license is evident by the following statistic: there are less than fifty (yes, fifty!) Life and Disability Insurance Analysts licensed in the entire state of California. Visit the California Department of Insurance website to learn more about the California Life and Disability Insurance Analyst license.
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Mary welcomes your call at (925) 979-9972. She looks forward to discussing your concerns and Fouts Financial Group services.