Page 194 - ALMExperts 2021 Legal Experts Pages (Western Directory)

Life Insurance ALM EXPERTS: Legal Expert Pages (Western Edition) 2021
Maurice Lieberman, CLU, ChFC,
LIFE INSURANCE RHU, LUTCF LIFE/HEALTH/ACCIDENT
Lieberman Financial, Insurance, INSURANCE
& Consulting Services
Steve C. Burgess Concord, CA
Life & Disability Phone: (925) 685-5444 Advisors/Experts @ MCS
Analyst E-mail: mauricelieberman@comcast .net Associates
Los Angeles, CA Banking, Finance, Insurance
Phone: (800) 731-8122 (Please see our resume on page 448 for further & Real Estate Consultants and
E-mail: steveb@proplanusa . details.)
com Experts
Web: http://www .burgesslifeins .com Phillips, Fractor & Company, LLC. Tustin, CA
G. Michael Phillips Phone: (949) 263-8700
Degrees/Licenses: Life & Disability Pasadena, CA E-mail: experts@mcsassociates .com
Insurance license (CA), Life & Disability Phone: (626) 744-3540
Analyst (CA), Series 7, 63 and 24 (FINRA - E-mail: contactpfc@rule26 .com (Please see our resume on page 408 for further
currently inactive) details.)
(Please see our resume on page 456 for further
Profile: Specializing in standard of care, details.) Maurice Lieberman, CLU, ChFC,
claims, underwriting, agent practices, RHU, LUTCF
industry standards, suitability, and complex Robert J. Worth, Professional Law
transactions . Life Insurance, disability Corporation Lieberman Financial, Insurance,
insurance, annuity and securities matters . & Consulting Services
dba Law Offices of Robert J. Concord, CA
Mr . Burgess has held management and Worth Phone: (925) 685-5444
supervisory positions over 80 active agents . Attorney-at-Law E-mail: mauricelieberman@comcast .net
Working with many major insurers and their
underwriting departments, he has been Calabasas, CA (Please see our resume on page 448 for further
involved in the issuance of thousands of life Phone: (818) 222-2433 details.)
insurance, disability and annuity policies . Toll Free Phone: (800) 978-1529 (California
Steve has personally investigated death Only) Phillips, Fractor & Company, LLC.
claims and recovered over $60 million, from E-mail: robert@robertworthlaw .com
multiple carriers, for his personal clients . G. Michael Phillips
(Please see our resume on page 464 for further Pasadena, CA
Steve is a Life & Disability Analyst, as details.) Phone: (626) 744-3540
recognized by the California Department E-mail: contactpfc@rule26 .com
of Insurance . He continues to be an active
insurance agent, since 1991 . LIFE/HEALTH CLAIMS (Please see our resume on page 456 for further
details.)
As an expert witness Steve C . Burgess has
been named in approximately 200 cases, Steve C. Burgess Robert J. Worth, Professional Law
given over 50 depositions, and testified in Corporation
multiple courts, FINRA and AAA Arbitrations . Life & Disability Analyst
Los Angeles, CA dba Law Offices of Robert J.
Steve continues to be an active insurance Phone: (800) 731-8122 Worth
agent since 1991 . E-mail: steveb@proplanusa .com Attorney-at-Law
Calabasas, CA
Some of the many matters Mr . Burgess has (Please see our complete listing under the Phone: (818) 222-2433
opined for: following area of expertise: Expert Categories: Toll Free Phone: (800) 978-1529 (California
Life Insurance) Only)
Babbitt v Farmers, Maricopa, Arizona E-mail: robert@robertworthlaw .com
Barrozo v Gall, San Diego, California Maurice Lieberman, CLU, ChFC,
Bernhoft v ReAssure, Ventura, California RHU, LUTCF (Please see our resume on page 464 for further
Buckley v Wakefield, Los Angeles, California
Department of insurance, San Diego, Lieberman Financial, Insurance, details.)
California & Consulting Services
Flaherty v Protective, Las Vegas, Nevada Concord, CA TASA (Technical Advisory Service
Hill v Matlock, Lubbock, Texas Phone: (925) 685-5444 for Attorneys)
Henriques v Met Life, New York, New York E-mail: mauricelieberman@comcast .net CONTACT: Heather Williamson
Knypstra v Koudsi, Los Angeles, FINRA (800) 523-2319
arbitration (Please see our resume on page 448 for further
Marignoli v Duban, Los Angeles, California details.) Phone: (800) 523-2319
Northwestern v Krause & Russell, Washington
PHL v Price Dawe, Delaware Robert J. Worth, Professional Law (Please see our resume on page 474 for further
Reiter v Mutual Credit, Santa Ana, California details.)
Lee v Hartford, Lost Angeles, California Corporation
Steelman v Phoenix, Orange County, dba Law Offices of Robert J.
California Worth
Wells Fargo v American General, Tarrant
County, Texas Attorney-at-Law
Calabasas, CA
Some of the many topics Mr . Burgess can Phone: (818) 222-2433
opine on include; life insurance, variable Toll Free Phone: (800) 978-1529 (California
contracts, stoli, annuity, financial elder Only)
abuse, disability policies, damages, premium E-mail: robert@robertworthlaw .com
financing, bad faith, notification, fair practices.
(Please see our resume on page 464 for further
details.)

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