Page 472 - ALMExperts 2021 Legal Experts Pages (Western Directory)

NON-MEDICAL RESUMES ALM EXPERTS: Legal Experts Pages (Western Edition) 2021

Maurice Lieberman, CLU, ChFC, RHU, LUTCF

LIEBERMAN FINANCIAL, INSURANCE, & CONSULTING SERVICES
127 Diablo Vista Court • Concord, CA 94521
Phone: (925) 685-5444; Fax: (925) 687-3444
Email: [email protected]

AREAS OF EXPERTISE
Annuities Insurance Coverage
Broker Standard of Care Insurance Disputes-Sales Practices & Bad Faith
Insurance Agency Life Insurance
Insurance Agent & Broker Life/Health Claims
Insurance Contracts Life/Health/Accident Insurance

EMPLOYMENT
Lieberman Financial, Insurance, & Consulting Services, 5/1990-Present
Self employed as a financial planner and expert witness; specializing in life insurance litigation, statistical
analysis, and coverage disputes. 2003 Allianz Masters Forum Gold Club Qualifier. MDRT level producer.
New England Financial Group, Life Insurance Sales Regional Director of the Western States,
5/2002-5/2003
Worked with 22 agency offices assisting them in advanced concept sales, plan design, and agent training.
Created innovative systems that are still in use throughout the Company.
CSAA Life Sales Manager, 8/1998-4/2000
Built market from scratch to produce in excess of $1,000,000 annual life premiums within a three year
period. President’s Circle Qualifier for 2 consecutive years.
Farmers Insurance Group Life Specialist, 3/1996-8/1998
Top Life Producer in the district and the region. Trained several P&C producers to sell life insurance and
earn Top Club Status.
Allstate Life Specialist, 3/1994-6/1996
Honor Ring Qualifier/Top Specialist in the region. Million Dollar Round Table Qualifier 1996.
Recruited by Farmer.
Principal Financial Group Brokerage Life Consultant, 1990-3/1994
Management Round Table Qualifier 1991, 1992, & 1993. Built San Francisco Brokerage Operation in the
Career Life Agency by appointing over 450 brokers in a five year period.
Aetna Life Producer/Development Specialist, 1980-1984 & 1988-1990
Top 5 Brokerage Representatives in the United States (San Francisco)

EDUCATION
Bachelor of Arts, U.S. History (Cum Laude); Ca. State University, East Bay. Hayward, Ca.
Associate in Arts, CSU Transfer Studies (Honors); Diablo Valley College, Pleasant Hill, Ca.

PROFESSIONAL DESIGNATIONS AND MEMBERSHIPS
Chartered Life Underwriter (CLU) California Life & Disability Agent and Fire and
Chartered Financial Consultant (ChFC) Casualty Brokers’ License
Registered Health Underwriter (RHU) Member of Society of Financial Service
Life Underwriter Training Council Professionals
Fellow (LUTCF) Forensic Expert Witness Association
Certified Forensic Litigation Consultant
(CFLC)

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