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Expert Bio

Primary Area of Expertise

Life Insurance

Expert Witness Profile

Specializing in standard of care, claims, underwriting, agent practices, industry standards, suitability, and complex transactions. Life Insurance, disability insurance, annuity and securities matters.

Mr. Burgess has held management and supervisory positions over 80 active agents. Working with many major insurers and their underwriting departments, he has been involved in the issuance of thousands of life insurance, disability and annuity policies. Steve has personally investigated death claims and recovered over $60 million, from multiple carriers, for his personal clients.

Steve is a Life & Disability Analyst, as recognized by the California Department of Insurance. He continues to be an active insurance agent, since 1991.

As an expert witness Steve C. Burgess has been named in approximately 200 cases, given over 50 depositions, and testified in multiple courts, FINRA and AAA Arbitrations.

Steve continues to be an active insurance agent since 1991.

Some of the many matters Mr. Burgess has opined for:

Babbitt v Farmers, Maricopa, Arizona
Barrozo v Gall, San Diego, California
Bernhoft v ReAssure, Ventura, California
Buckley v Wakefield, Los Angeles, California
Department of insurance, San Diego, California
Flaherty v Protective, Las Vegas, Nevada
Hill v Matlock, Lubbock, Texas
Henriques v Met Life, New York, New York
Knypstra v Koudsi, Los Angeles, FINRA arbitration
Marignoli v Duban, Los Angeles, California
Northwestern v Krause & Russell, Washington
PHL v Price Dawe, Delaware
Reiter v Mutual Credit, Santa Ana, California
Lee v Hartford, Lost Angeles, California
Steelman v Phoenix, Orange County, California
Wells Fargo v American General, Tarrant County, Texas

Some of the many topics Mr. Burgess can opine on include; life insurance, variable contracts, stoli, annuity, financial elder abuse, disability policies, damages, premium financing, bad faith, notification, fair practices.

Education & Licenses

Life & Disability Insurance license (CA), Life & Disability Analyst (CA), Series 7, 63 and 24 (FINRA - currently inactive)