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)