Litigation Support

Litigation Support

More often lately I am retained for litigation support purposes. While I am not an attorney, what I am clearly seeing in the market is that litigators and their clients often have reasonable cases but they have little ability to understand the nuances of the market, best practices, reasonable expectations, and how the market works in general. My role is to bring them up to speed regarding the issues at hand, offer my opinion on what is reasonable and what is not, perform research, provide technical resources, discover legitimate opportunity and angles for their arguments, find applicable experts and generally organize and coordinate all things life insurance. 

Recent cases include a situation where a large organization CEO died before the agent put a policy in force on a timely basis. Another case involved a bank CEO who was party to a significant split dollar agreement which was tied in to a severance package/employment agreement. The plan was a disaster and there was no ongoing management by the agent or employer and the employment agreement was violated. 

A couple of situations involved actual mistakes (ultimately admitted when presented with definitive proof) made on the part of insurance carriers where we were able to obtain contract remediation or settlements. 

Recently, I got a $2,000,000 settlement for a client who was the victim of fraud and didn’t even know it until I informed him.

 I’ve even acted as an expert witness in a murder trial regarding life insurance. 

The bottom line is that if I agree with the argument on the table and I believe it has merit, I’ll go to the ends of the earth to find and coordinate what is needed for the litigation or arbitration at hand.

Litigation support for life insurance can be a crucial part of the legal process. It is necessary in order to help ensure that policyholders receive their due benefits, as well as to protect insurers from non-payment and other liabilities. The most important aspect of litigation support for life insurance is the analysis of all relevant documents related to a case and the presentation of findings in court on behalf of claimants or defendants. This includes examining medical records, contracts, death certificates, and beneficiary designations to determine if any issues should be raised during litigation. Additionally, experts may be called upon to provide testimony about technical aspects of the policy involved in the dispute.

Litigation Support professionals also assist clients by helping them understand their rights under an existing policy and ensure that all legal requirements are met. They can also provide information to help the court understand the complexities of life insurance policies. This may include providing insight into industry standards, trends, or regulatory considerations.

In addition to litigation support, experts may also be called upon to assist in settlement negotiations and other aspects of dispute resolution. As such, they must have an excellent understanding of both state and federal laws related to life insurance. Their expertise can also be useful when it comes to helping clients identify potential parties who may need to be named in a lawsuit or settlement agreement.

Ultimately, litigation support is essential for anyone involved in the legal process surrounding a life insurance policy dispute. It provides valuable insight into existing laws and helps ensure that all parties involved get their due rights and benefits. By working with a qualified expert, claimants and defendants can feel confident that their best interests are being looked after.

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