Do you have concerns involving Annuity Matters?  Or perhaps you are searching for an Expert Witness for Annuity Litigation or Arbitration Matters?

Mary Rae Fouts, EA brings 31 years of professional experience to clients.  She provides the following Annuity Consulting Services for clients who have a broad range of annuity concerns.

Annuity Consulting Services
Annuity Litigation and Arbitration:  Expert Witness Services

  • Annuity Purchase Recommendations and Periodic Contract Reviews
  • Assistance with the Purchase of Annuity Contracts
  • Assistance with the Following Annuity Matters:    
          Annuitization
          Annuity Contract Replacement and Surrender Issues
          Annuity Distribution and Claim Issues
         Tax Matters
  • Elder Financial Abuse Matters Involving Annuity Contracts
  • Expert Witness Services for Annuity Matters and Related Elder Financial Abuse Matters in Litigation, Arbitration, and Divorce Proceedings.

During the course of providing Annuity Consulting Services, there may be times in which the Client asks Mary to assist with the purchase of an annuity contract that involves commission compensation for the purchase of the product.   This may happen when no suitable non-commissioned product exists, or when a particular commissioned product is in the best interest of the Client.  In the event Mary receives a commission payment, the payment will be fully disclosed to the Client, and an hourly Consulting Fee will not be charged for this specific service.   

Mary welcomes your call or email to discuss your annuity concerns.  Thanks for stopping by!