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Annuities Experts

The following experts are available as annuities consultants and annuities expert witnesses.  ORC experts are peer-recommended authorities who have been carefully selected and rigorously screened.
    Definition:  Annuities - Provide a stream of payments and are generally classified as insurance because they are issued by insurance companies and regulated as insurance and require the same kinds of actuarial and investment management expertise that life insurance requires.

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1 to 25
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Annuities Experts
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Expert in Insurance, Annuities, Securities, Arbitration, FINRA, TIC's, Stocks,Bonds, M.F.'s, Compliance
Consultant in litigation and arbitration, nationally (22 states), involving securities, insurance and annuities. 235 arbitrations (600+ retentions), since 1990, before the NASD, AAA, NYSE, PSE and 54 mediations. Expert, RFC, is an NASD Arbitrator ... See full profile

California (CA), USA

Expert in Equity Indexed Annuities, Fixed Annuities, Life Insurance
With more than 25 years of experience developing, writing and presenting Annuity and Indexed Annuity training programs to thousands of insurance agents, Expert "Pete" Expert has a unique ability to communicate the finer points of insurance products. See full profile

Iowa (IA), USA

Expert in Insurance: Life, Health, Disability and Retirement
Expert has over twenty years of in-depth experience in the reinsurance area. 1) Expert's experience includes all forms of reinsurance including: automatic, facultative, yearly renewable term, coinsurance, modified coinsurance, etc. See full profile

California (CA), USA

Expert in Accounting, Internal Controls Design, Financial Reporting, Human Resource Plans, and Growth Plans
Expert has a degree in accounting and has applied this training in analysis of source documents and recording of business transactions into end user financial reports. Expert has analyzed business transaction needs and internal and external reporting ... See full profile

Minnesota (MN), USA

Expert in Insurance Industry Claims and Underwriting property ajnd casualty life and health and viatical sett
I was a principal in a life insurance agency for more than 20 years. My agency and/or myself qualified for the million-dollar round table most of those 20 years. Our agency specialized in providing insurance solutions to complex business and estate ... See full profile

Colorado (CO), USA

Expert in Finances & Financial Planning Forensics, Real Estate Disputes, Bankruptcy Litigation, etc.
Over 35 years of hands-on experience as a financial and real estate consultant to various title companies, corporations, CPA's, attorneys, partnerships, credit unions, non-profit organizations and individuals. For the last 25 years, major focus has been ... See full profile

California (CA), USA

Expert in Stocks, Bonds, Mutual Funds, Derivatives, Futures, SEC Violations
Expert's expertise covers virtually all areas related to compliance, investment in stocks, private placements, options, fixed income, mutual funds, insurance products, futures, etc. Expert has been both a manager and an investment consultant with over ... See full profile

California (CA), USA

Expert in Valuations for Business, Intellectual Property and Tax, Estate and Gift
Expert, CPA, MBA, MST has been appointed as an expert by counsel for both plaintiff and defendant in different cases. He has worked and consulted in both civil and criminal litigation. Expert has testified at trial as an expert. See full profile

New York (NY), USA

Expert in Financial Analysis, Financial Management, Investments and Modeling; Agribusiness
His experience in finance includes work as a CFO, Director of Financial Planning and Analysis, debt financing, equity financing, financial modeling, and strategic financial planning. Finance is the keystone to successful corporate strategic planning just ... See full profile

California (CA), USA

Expert in Hedge Funds, Investments, Options, Securities Valuation, Asset Management
Expert has spent 15 years performing competitive analysis in order to evaluate the merits of public company as investments. This included competitive analysis and gathering competitive intelligence from competitors, suppliers, customers and industry ... See full profile

California (CA), USA

Expert in Enterprise Risk Management and Commercial Insurance Corporate Framework
Developed complete risk and commercial insurance program management infrastructure for various corporations in different industries; scope and projected cost of the discipline, definition and assignment of functional responsibilities, communications ... See full profile

California (CA), USA

Expert in Insurance & Insurance Bad Faith
Expert established his independent consulting frim. His duties included executive and managerial responsibilities, sales, service, compliance with all insurance laws and regulations. The firm are leaders in life, health, disability, flood and property and ... See full profile

New Jersey (NJ), USA

Expert in Market Entry and Emerging Markets CEE
Expert has 40 years of executive and marketing management experience in financial services, the securities industry, and insurance and consumer products. He also served as the Chief Deputy Insurance Commissioner for the State of California. Mr. See full profile

Connecticut (CT), USA

Expert in Financial Accounting, Cost Accounting, Management Accounting, Financial Management
He has a rich experience in the areas of Journal Entries, Book keeping, Drafting Financial Statements, Balance Sheet, Profit & Loss Account, Cash Flow Statement, Understanding of adjustment entries, Depreciation, Basic Accounting Concepts, Single entry ... See full profile

Punjab, Pakistan

Expert in Hedge Funds, Mutual Funds, Securities Industry, Stock Market, Securities Fraud
Expert is a financial expert with more then twenty years of Wall Street experience. He is nationally recognized as a strategist, futurist and commentator on Wall Street, the economy, and investment strategy. Expert specializes in providing ... See full profile

Florida (FL), USA

Expert in Hedge Fund Operational Due Diligence, Private Equity, Fund of Hedge Funds, Audit, Fraud Analysis
Expert is the author of the first book on the subject of hedge fund operational due diligence. He has provided training to financial regulators and consulted with the U.S. House Judiciary Committee on hedge fund regulatoin. He is also an adjunt professor ... See full profile

New Jersey (NJ), USA

Expert in United Kingdom Financial Services Regulation and Compliance
Expert has worked in the financial services sector (investment, pensions, life assurance, mortgages, mutual funds, securities etc.) for more than 40 years. He has been a director (or equivalent) of every organisation he has worked for since the age ... See full profile

United Kingdom

Expert in Investment Performance Analysis, Products, Research, Expert Witness Reports
Expert is experienced in regard to initial and ongoing Investment advice including Risk/Return investment performance analysis of Investment Portfolios, Pension Funds, Equities, Bonds and Mutual Funds. Expert has advised many investment companies, Trust ... See full profile

United Kingdom

Expert in Antitrust, Banking, Damages, Demography, Discrimination, Finance; IP Surveys, Statistics, Economics
Expert and his firm are responsible for all Quality Control on all litigation support activities for the Department of Justice. With an office of 15 professionals in the Washington DC metro area, they sample and evaluate the work of multiple firms ... See full profile

Texas (TX), USA

Expert in Securities Services
Expert has an extensive knowledge about the securities services business and the Spanish financial market. He created a consulting firm in July 2008, to work as an independent consultant, advising local banks and brokers in Spain in the ... See full profile

Madrid, Spain

Expert in Insurance, Life Insurance, Insurance Coverage
Expert is an author, speaker, and advocate on life insurance and financial literacy. Through his educational books and website he provides simple answers to complex questions on life insurance. Expert is a member of the California Department of Insurance ... See full profile

California (CA), USA

Expert in Sales, Trading, Accounting, Valuation of Financial Instruments-CMOs, bonds, stock, derivatives, etc
Expert has analyzed excessive markup, damage calculations, churning, suitability, misrepresentation, securities fraud, and money laundering and valuation fraud. Expert is an expert in the sale, trading, accounting, valuation and compliance of ... See full profile

New York (NY), USA

Expert in Appraisal of Promissory Notes, Mortgage Notes, Cash-Flow Assets-Consultation-Marketing of Notes
Expert has a degree from the University of Denver College of Law and is a Colorado licensed real estate broker. He has been actively engaged in the buying, selling, valuing, appraising, and brokering of all types of promissory notes for over 35 years. See full profile

Colorado (CO), USA

Expert in Residential and Commercial Water Filtration and Treatment
Expert is a Biologist and Senior Business Development Leader with proven track record of growing company revenues and profits ten (10) fold in 5 years. He has extensive experience developing, implementing, communicating and monitoring U.S. See full profile

Tennessee (TN), USA

Expert in Investment Strategy, Asset Allocation, Hedge Fund Strategies, Due Diligence and Investment Fraud
Invited speaker to over 100 conferences on derivative securities. Actively traded derivatives as CEO of Hedge fund for over 10 years Ph.D in Finance. Over 25 years experience in a wide variety of topics in Finance. Taught graduate classes in Finance. See full profile

Virginia (VA), USA

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