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

  • Insurance Policy Reviews and Coverage Recommendations for:

Life Insurance
Estate Planning and Irrevocable Life Insurance Trust (ILIT) Matters
Disability Insurance
Health Insurance
General Liability, Business Property, and Professional Liability Insurance
Homeowners Insurance

  • Self-Insurance (Self-Funded Plan) Issues
  • Insurance Claim Issues
  • Construction-Related Activities:  Review of Insurance Policies and Bonds for Compliance with Project Requirements

Insurance Litigation and Arbitration:  Expert Witness Services

  • Insurance Regulations and Compliance
  • Self-Insurance (Self-Funded Plan) Issues
  • Agent/Broker Standard of Care, Sale Practices, Suitability, Industry Standards, Good Faith and Fair Dealing, Market Conduct 
  • Elder Financial Abuse
  • Insurance Coverage and Claim Disputes
  • Policy Replacement and Modification Issues (Churning and Twisting)
  • Agent/Broker Licensing, Appointment, and Agency Issues

For More Information

Contact Mary at (925) 979-9972 or
Telephone and in person consultations by appointment