TEL: (925) 685-5444

FAX: (925) 687-3444

Email: mlieberman@sbcglobal.net

Expertise: Consults with attorneys and assists counsel in trial preparation regarding issues of life insurance and annuity coverage analysis, coverage disputes, & company practices. Expert level knowledge of life insurance products and services. A strong understanding of the legal aspects of the industry including contracts, regulations, compliance, and the application of best practice principles, and life insurance underwriting procedures. A successful track record working with a professional insurance sales force including all areas of the career and direct distribution system. Developed and edited training programs & insurance licensing courses for insurance companies and private schools. Mr. Lieberman provides high quality service and insurance/investment advice to clients in all walks of life. Member: National Association of Insurance & Financial Advisors, Society of Financial Service Professionals, and The American College of Forensic Examiners International.