Fouts Financial Group   .   Mary Rae Fouts, EA, CFP®   
Expert Witness and Advisory Services   

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Annuity Litigation

Are you searching for an Expert Witness to address Annuity Litigation matters?  Mary Rae Fouts, EA, CFP® has Expert Witness experience in federal courts, state courts, and arbitration venues throughout the United States.  She brings impeccable professional credentials and twenty-two years of extensive financial services experience to her clients.  Mary is available for travel to all client locations, litigation venues, and arbitration venues.

Annuity Litigation Matters

Mary's Expert Witness Services for Annuity Litigation address the following matters:

  • Annuity Contracts and Contract Provisions
  • Annuitization
  • Industry Standards
  • Suitability
  • Standard of Care
  • Fiduciary Duties
  • Good Faith and Fair Dealing
  • Market Conduct
  • Annuity Contract Advertising, Marketing, and Sales Practices
  • Commission Rebating
  • Annuity Contract Churning and Twisting
  • Death Benefit and Claims Matters
  • Beneficiary Issues
  • Elder Financial Abuse
  • Pension Plan and Retirement Plan Issues
  • ERISA Issues
  • Financial Planning, Estate Planning, and Tax Planning Matters
  • Agent and Insurance Company Compliance Issues
  • The Acceptance, Processing, and Issuance of Annuity Applications, Contracts, Premium Payments, and Related Forms and Paperwork
  • Customer Service and Policy Owner Service Matters
  • Insurance Agent/Broker Licensing
  • Insurance Agent Appointment Process
  • The Agent Relationship Between Insurance Companies and Agents: Duties, Responsibilities, and Authority
  • Insurance Agent/Broker Training and Education
  • IMSA (Insurance Marketplace Standards Association) Issues

 Expert Witness Services

To learn more about Mary's Expert Witness Services, please visit Expert Witness Services.

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For More Information

To request Mary's Curriculum Vitae, Rate Sheet with Standard Terms and Conditions, and Overview of Mary's Expert Services Designated Cases and Testimony, please contact Mary at (925) 979-9972.  She looks forward to discussing your concerns and Fouts Financial Group services.

Fouts Financial Group  .  Mary Rae Fouts, EA, CFP®  .  1547 Palos Verdes Mall #407  .  Walnut Creek, California 94597
Telephone (925) 979-9972  .  Facsimile (925) 979-9970  .  mary@foutsfinancialgroup.com  .  CA Insurance License 0C24544
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