Expertise in Detail

Insurance Expert Witness and Annuity Expert Witness

Areas of Steve Burgess’ Expertise Include:


  • Insurance Expert Witness for all life insurance matters including: term life, whole life, universal life, variable life and indexed universal life as well as all matters of life insurance disputes and life insurance contestability.
  • Annuity Expert for all annuity matters including: fixed annuities, indexed annuities and variable annuities.
  • Disability Expert Witness for all disability matters including: claims, sales, policies, practices and standards.
  • Suitability Issues.
  • Underwriting.
  • Claims.
  • Life Insurance Sales Practices.Annuity Sales Practices.
  • Insurance Sales to Seniors.
  • Market conduct issues.
  • insurance-claim-expertAll life insurance policy matters.
  • Life settlements.
  • Beneficiary disputes.
  • Life insurance applications.
  • Premium payments.
  • Life insurance claim disputes.
  • Welfare benefit trusts.
  • Life insurance in pension plans.
  • 412i plans.
  • Irrevocable life insurance trusts.
  • Split dollar plans.
  • Corporate owned life insurance.
  • Buy Sell agreements.
  • Charitable owned life insurance.
  • Viaticals.
  • Premium financing.

As an insurance expert witness, Steve successfully represents clients for life insurance contestability, life insurance litigation, life insurance disputes, etc. He has years of experience as an annuity expert. When you work with Steve by your side, a dynamic professional who provides incredible value, he has your best interests in mind throughout the litigation.