Steve C. Burgess Email and Phone Number
https://cflid.com The Center for Life Insurance Disputes has recovered more than $100 million of denied life insurance claims for beneficiaries across the US. Our clients are claimants to life insurance and accidental death claims who need helping fighting large insurance institutions. We know the claims process and the underwriting process and hold insurers accountable for properly evaluating life insurance claims so they pay.This work includes obtaining records from medical institutions, police reports, death certificates, medical examiners, trust documents, financial records, phone transcriptions & other relevant documents. I work with insurance company’s internal & external investigators, legal advisors & claims underwriters. I have worked on death claims from companies such as Penn Mutual, Prudential, UNUM, MET Life, American General, HSBC, Globe Life, National Life of Vermont, Sears Life, Farmers Insurance, John Hancock & State Farm. In the scope of this work I have seen the standards and practices of life insurance company’s claims departments as well as their legal department’s treatment of claims decisions.Personally I have been retained as a life insurance expert in more than 250 lawsuits and testified in State and Federal courts. For anyone who has had a life insurance claim denied, or needs help during the claim investigation process, we're the best firm for getting your claim paid.
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PresidentThe Center For Life Insurance Disputes Jan 2006 - PresentThe Center for Life Insurance Disputes represents beneficiaries of life insurance claims that have been wrongly denied or unduly delayed. Our clients are those persons who believe their life insurance claims should have been paid, but who do not want to go through the expensive and stressful process of a lawsuit in order to get their money. We've recovered over $60 million for our clients without ever having to step into a courtroom.As the exclusive representative of the beneficiary we do full investigations into each claim. This includes obtaining records from medical institutions, police reports, death certificates, medical examiners, trust documents, financial records, phone transcriptions and other relevant documents. We identify what the insurer missed, present a comprehensive claim package, and achieve claim payments for our clients.We accept clients throughout the United States who have denied life insurance claims or who have delayed life insurance claims in which the insurer refuses to pay.https://www.cflid.com
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Life Insurance Expert WitnessBurgess Insurance Services 2008 - PresentBurgess Hill, GbI provide expert witness services for disputes involving life insurance and disability insurance. I've been named as an expert in over 200 matters, have testified in multiple Courts, and been deposed 50+ times.Some of the many topics I have opined on include standard of care, underwriting, claims, bad faith, suitability, fraud, misrepresentation and agent standards.I've been an active life insurance agent since 1991. I'm a Life Insurance & Disability Insurance Analyst. I'm the principal at The Center for Life Insurance Disputes. For a comprehensive display of my professional background please view my curriculum vitae on my website.www.burgesslifeins.com -
PresidentProfessional Planning Associates 2003 - Present• Incorporated full-service life insurance brokerage firm, which holds selling agreements with 25+ of the largest life insurance carriers in the US• Brokered insurance contracts to insurance agents• Sell & service life insurance & annuities to new & existing clients • Negotiate disputes between policyholders and insurers for death claims and policy matters
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Regional Director For Southern CaliforniaPenn Mutual Life Insurance Company 2001 - 2008• Received Series 7 license from FINRA (previously NASD) in August 2002• Obtained Series 24 license from FINRA in August 2004; this allowed increased responsibility in supervisory capacity• Represented all life insurance & annuity products for Penn Mutual. Processed life and annuity applications, contracted & supervised agents, advised on product design, managed complaints, taught training classes, and more.• Processed 200+ applications annually for 80+ insurance agents and financial planners• Acted as Office of Supervisory Jurisdiction (OSJ) for registered representatives
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Sales ManagerPenn Mutual Life Insurance Company 1995 - 2001• Opened branch office in San Diego, hired and trained 43 sales agents totaling 40+ agents• Closely supervised agents in all aspects of sales and regulatory responsibilities • Products sold: Life Insurance – permanent & term; Annuities – fixed, indexed, variable, securities; Long-term Care Insurance; Disability Insurance
Steve C. Burgess Skills
Frequently Asked Questions about Steve C. Burgess
What company does Steve C. Burgess work for?
Steve C. Burgess works for Burgess Insurance Services
What is Steve C. Burgess's role at the current company?
Steve C. Burgess's current role is We Represent Life Insurance Beneficiaries.
What skills is Steve C. Burgess known for?
Steve C. Burgess has skills like Life Insurance, Insurance, Fixed Annuities, Claim, Financial Planners, Underwriting, Financial Planning, Courts, Disability Insurance, Securities, Consulting, Expert Witness.
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