Qualifications National Society of Accountants Speaker of the Year Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) Certified Investment Management Consultant (CIMC) Books Bisk Education’s The CPA’s Guide to Life Insurance The CPA's Guide to Federal and Estate Gift Taxation Introduction to Litigation Services Wealth Preservation Planning by the National Society of Accountants AICPA best-sellers Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots From John Wiley and Sons: Protecting Clients from Fraud, Incompetence, Scams. › Stranger originated life insurance lawsuits (STOLI)
› Spin-Life
› Claim denials
›Life Settlement Lawsuits
› Zero premium life insurance
› Estate maximization
› non recourse premium transactions
› Insurance Company Bad Faith lawsuits
› 1035 Exchanges
› 419 Plans
›Section 79 Plans
›Life Insurance rescissions Don't wait any longer, contact us today. LIFE INSURANCE LITIGATION Protecting Clients from Fraud Incompetence and Scams Author, Speaker, Lance Wallach, CLU, CHFC, CIMC is nationally recognized for his expertise in life insurance, annuities, and IRS audits. He has worked with the legal representation of both Plaintiffs and Defendants in cases dealing with annuity claims and life insurance disputes.
Whether you are a plaintiff or defendant, your case will be strengthened by adding Lance's knowledge and quick thinking to your team.
Having the right life insurance Expert Witness or Annuity Expert Witness on your team boosts credibility. Lance supports your legal team to deliver the best possible representation, ensuring you win your case. Services Litigation Consulting Case Evaluation Evidence Review and Forensic Analysis Research and analysis of tax and insurance laws Complaint, Petition, and Response Preparation Expert Witness Testimony Damage Calculations Expert Declarations and Affidavits Exhibits for Settlement Conference, Mediation, and Trial Active Litigation: Rebuttal Witness Deposition, Arbitration and Trial Testimony Plan reviews, evaluations and remediation
Expert Witness Testimonials "Mr. Wallach, thanks so much for taking the time to talk to me today about VEBAs. Any information you cansend me would be helpful. Hopefully, we can work together in the future as interest in VEBAs increase."
Corman G. Franklin Office of the Assistant Secretary for Policy U.S. Departmentof Labor
“Since first calling Lance, he has taught me more about all aspects of insurance, income tax nuances, and relatively unknown welfare benefit plans than I had learned in the years spent with other well-regarded experts who had been in the same field for over 30 years.
As a result, when Lance becomes a consultant to any company or individual they not only get the benefit of his immense knowledge, but they receive the knowledge of experts in any area of finance that will benefit the client. Lance will never say, "I don't know too much about that." Instead he will say, "Let me put you in touch with an expert who is knows more about that than anyone in the country." And he means it. I have yet to hear of anyone that has been disappointed for calling upon Lance Wallach for advice or assistance. He is truly at the top of his field."
Michael N. Kessler, M.D., M.A. President, K & L Agency, LLC
ReplyDeleteQualifications
National Society of Accountants Speaker of the Year
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Certified Investment Management Consultant (CIMC)
Books
Bisk Education’s The CPA’s Guide to Life Insurance
The CPA's Guide to Federal and Estate Gift Taxation
Introduction to Litigation Services
Wealth Preservation Planning by the National Society of Accountants
AICPA best-sellers Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots
From John Wiley and Sons: Protecting Clients from Fraud, Incompetence, Scams.
› Stranger originated life insurance lawsuits (STOLI)
› Spin-Life
› Claim denials
›Life Settlement Lawsuits
› Zero premium life insurance
› Estate maximization
› non recourse premium transactions
› Insurance Company Bad Faith lawsuits
› 1035 Exchanges
› 419 Plans
›Section 79 Plans
›Life Insurance rescissions
Don't wait any longer, contact us today.
LIFE INSURANCE LITIGATION
Protecting Clients from Fraud Incompetence and Scams
Author, Speaker, Lance Wallach, CLU, CHFC, CIMC is nationally recognized for his expertise in life insurance, annuities, and IRS audits. He has worked with the legal representation of both Plaintiffs and Defendants in cases dealing with annuity claims and life insurance disputes.
Whether you are a plaintiff or defendant, your case will be strengthened by adding Lance's knowledge and quick thinking to your team.
Having the right life insurance Expert Witness or Annuity Expert Witness on your team boosts credibility. Lance supports your legal team to deliver the best possible representation, ensuring you win your case.
Services
Litigation Consulting
Case Evaluation
Evidence Review and Forensic Analysis
Research and analysis of tax and insurance laws
Complaint, Petition, and Response Preparation
Expert Witness Testimony
Damage Calculations
Expert Declarations and Affidavits
Exhibits for Settlement Conference, Mediation, and Trial
Active Litigation: Rebuttal Witness
Deposition, Arbitration and Trial Testimony
Plan reviews, evaluations and remediation
Expert Witness
Testimonials
"Mr. Wallach, thanks so much for taking the time to talk to me today about VEBAs. Any information you cansend me would be helpful. Hopefully, we can work together in the future as interest in VEBAs increase."
Corman G. Franklin
Office of the Assistant Secretary for Policy
U.S. Departmentof Labor
“Since first calling Lance, he has taught me more about all aspects of insurance, income tax nuances, and relatively unknown welfare benefit plans than I had
learned in the years spent with other well-regarded experts who had been in the same field for over 30 years.
As a result, when Lance becomes a consultant to any company or individual they not only get the benefit of his immense knowledge, but they receive the knowledge of experts in any area of finance that will benefit the client. Lance will never say, "I don't know too much about that." Instead he will say, "Let me put you in touch with an expert who is knows more about that than anyone in the country." And he means it.
I have yet to hear of anyone that has been disappointed for calling upon Lance Wallach for advice or assistance. He is truly at the top of his field."
Michael N. Kessler, M.D., M.A.
President, K & L Agency, LLC