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Annuity Consulting and Expert Witness Services
Mary Rae Fouts, EA, CFP®
  

For More Information

Contact Mary at (925) 979-9972 or Mary@FoutsFinancialGroup.com.
Telephone and in person consultations by appointment
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Annuity Consulting

  • Annuity Contract Reviews and Purchase Recommendations
  • Annuitization and Annuity Claim Issues

Annuity Litigation and Arbitration:  Expert Witness Services

  • Annuity Regulations and Compliance
  • Agent/Broker Standard of Care, Sales Practices, Suitability, Industry Standards, Good Faith and Fair Dealing, Market Conduct
  • Elder Financial Abuse
  • Annuitization and Annuity Claim Issues
  • Contract Replacement and Modification Issues (Churning  and Twisting)
  • Agent/Broker Licensing, Appointment, and Agency Issues