Life Insurance Expert Witnesses

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Life insurance expert witnesses practice in a variety of fields, including insurance law, financial planning, actuarial science, risk management, and estate planning. Some of the most common life insurance expert witness specialties also include policy interpretation, underwriting, claims handling, insurance fraud detection, and annuities. They can opine on the effects of policyholder disputes, claim denials, premium calculations, beneficiary issues, and life expectancy estimations.

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Matthew Brian Bishop Sr, CFP, ChFC, CPA, JDView profile

ID: 6255076

Mr. Matthew Brian Bishop Sr, CFP, ChFC, CPA, JD

Mr. Matthew B. Bishop Sr has over 30 years of experience in the fields of Tax Law, Finance, and Accounting. He earned BAs in Accounting and Finance from Florida State University and his JD from the University of Florida. Today, this expert is certified as Certified Financial Planner by the Certified Financial Planner Board of Standards, as well as a Chartered Financial Consultant and Chartered...

Actuarial Consulting and Life Insurance Expert Witness | AlabamaView profile

E-007171

Actuarial Consulting and Life Insurance Expert Witness | Alabama

This expert has been involved in actuarial consulting for over 10 years. He holds a Master's of Science in Statistics as well as a Doctorate in Mathematics. An Editor of the ASTIN Bulletin - The Journal of the International Actuarial Association, he also serves as a peer-reviewer for 20 other scientific journals in the areas of finance, mathematics, and insurance. He is a former Assistant...

Thomas S. Terry, EA, FCA, FSA, MAAAView profile

ID: 6935436

Mr. Thomas S. Terry, EA, FCA, FSA, MAAA

Mr. Thomas S. Terry has 48 years of experience in the field of Insurance. He earned his BS in Mathematics and Physics from Tufts University and his MS in Actuarial Science from the University of Michigan Stephen M. Ross School of Business. Today, this expert is an Enrolled Actuary through the Joint Board for the Enrollment of Actuaries. Formerly, this expert served as the President and Co-Founder...

Insurance Expert Witness | TennesseeView profile

E-145934

Insurance Expert Witness | Tennessee

This expert has over 60 years of experience in the field of insurance. He earned his BS at David Lipscomb University and is a Licensed Property and Casualty Insurance Agent, as well as a Life and Health Insurance Agent. He a certified Chartered Property and Casualty Underwriter, as well as an Associate in Risk Management. He is active in his field as a member of the National Chartered Property...

Insurance Expert Witness | ColoradoView profile

E-068992

Insurance Expert Witness | Colorado

This expert began his career in underwriting in the 1960's, managing a regional general agency with broad underwriting authority specializing in property real and personal coverage, running the gamut from simple auto and homeowners’ policies to complex property, inland marine, manufacturer’s output and ocean marine policies. When he sold his agency in 1988, he had 60 employees and annual...

Disability Income Insurance  Life Insurance  Bad Faith Claims Expert Witness | KentuckyView profile

E-262317

Disability Income Insurance Life Insurance Bad Faith Claims Expert Witness | Kentucky

This expert has a thirty year association in the Life and Disability Income Insurance Industry. For twenty-eight years he was associated with The Union Central Life Insurance Company. During that time he was involved in numerous claim/policy service matters and supervised claim litigation. He also conducted California Fraud Training for over twenty years with claim examiners with a concentration...

Life Insurance Expert Witness | CaliforniaView profile

E-128735

Life Insurance Expert Witness | California

This expert has over 25 years of experience in the life insurance industry in southern California and is familiar with post-claims underwriting issues. He earned his BA in psychology from California State University Northridge. He is a certified insurance counselor and fund specialist, and is an associate in both insurance services and personal insurance. He specializes in life, home, and...

Health, Life, & Property Insurance Regulation Expert Witness | New YorkView profile

E-502236

Health, Life, & Property Insurance Regulation Expert Witness | New York

This highly qualified expert has nearly 40 years of experience in insurance. He earned his BBA in accounting from Hofstra University before beginning his career in insurance with the New York State Insurance Department and the New York State Department of Financial Services. During his 35 years working for the New York State Insurance Department, he held several prominent positions, including...

Insurance Policy Underwriting Expert Witness | OntarioView profile

E-711090

Insurance Policy Underwriting Expert Witness | Ontario

This highly qualified expert has nearly 40 years of experience in insurance underwriting. He earned his BA in economics from the University of Guelph and his BComm in graduate business at the University of Windsor. He then went on to become a life underwriting at Independent Order of Foresters and a manager of Canadian life and disability underwriting at Crown Life Insurance Co. He then served as...

Life Insurance and Reinsurance Expert Witness | New YorkView profile

E-608885

Life Insurance and Reinsurance Expert Witness | New York

This highly-qualified expert has over 40 years of experience in the field, primarily focusing on the regulation of reinsurance, as well as traditional, financial, capital market and administrative reinsurance. He is a licensed reinsurance intermediary and an ARIAS-US certified arbitrator, and is active in his field as a fellow of the Society of Actuaries and as a member of several organizations...

Life Expectancy Calculations & Life Insurance Underwriting Expert Witness | NevadaView profile

E-078944

Life Expectancy Calculations & Life Insurance Underwriting Expert Witness | Nevada

This highly-qualified life expectancy calculations and life insurance underwriting expert has been consulting in the field for nearly three decades. She earned her BA in public health from Johns Hopkins University and an MPH in occupational epidemiology from the University of North Carolina at Chapel Hill. She is a fellow of the Academy of Life Underwriting and a member of the Board of Editors in...

Life Insurance Expert Witness FAQs

What is the role of a life insurance expert witness in legal proceedings?

A life insurance expert witness provides specialized knowledge and insights on life insurance policies, claims, underwriting, and industry standards to assist in court cases.

What types of cases can a life insurance expert witness handle?

They can handle cases involving policy disputes, beneficiary issues, bad faith claims, underwriting practices, and agent/broker misconduct.

How can a life insurance expert witness help in a case involving denied claims?

The expert can review policy details, claim procedures, and insurer's actions to determine if there was any breach of contract or unfair practice.

Are there subspecialties within the field of life insurance expertise?

Yes. Subspecialties may include actuarial science, underwriting, claims handling, policy interpretation, and annuities.

Why might an attorney require a life insurance expert with a background in actuarial science?

An actuarial expert can provide valuable insights into premium calculations, risk assessment, and financial projections which could be pivotal in certain cases.

How does Expert Institute select its Life Insurance expert witnesses?

Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.

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