Expert witness

AZA provides expert witness actuarial testimony testifying in trials, deposition arbitration hearings, and other judicial needs.

As an expert witness AZA has testified or been deposed in numerous cases involving:
  • Wrongful death
  • Life Settlement
  • Life insurance taxation
  • Settlement of a broker’s fee
  • Agent misrepresentation
  • Operations and validity of trust arrangement
  • Unfair policy scheme conversion
  • Breach of contract regarding agents’ compensation
  • Cash surrender value dispute.

AZA also provides testimony to the Life and Health Actuarial Task Force regarding development of insurance regulations including but not limited to Actuarial Opinion and Memorandum Regulations, Illustration Actuary Generally Recognized Expense Tables, development of new mortality tables, valuation requirements.

We have acted as Chairman of the Actuarial Committee of the National Alliance of Life Companies.

We also provided expert witness actuarial testimony in the regulations for small face amount life insurance. a person who is permitted to testify at a trial because of special knowledge or proficiency in a particular field that is relevant to the case.

An expert witness, in England, Wales and the United States, is a person whose opinion by virtue of education, training, certification, skills or experience, is accepted by the judge as an expert. The judge may consider the witness’s specialized (scientific, technical or other) opinion about evidence or about facts before the court within the expert’s area of expertise, referred to as an “expert opinion”.[1] Expert witnesses may also deliver “expert evidence” within the area of their expertise.[2] Their testimony may be rebutted by testimony from other experts or by other evidence or facts.