ROBERT M. PALTER, CLU

Robert M. Palter, CLU (RMP ADVISORY SERVICES) provides expert witness services for allegations of churning, misleading sales proposals and practices, agent/broker matters, claim and underwriting denials, and other disputes involving life insurance and disability insurance products.
 
My qualifications as an expert witness include 38 years as an agent and general agent supervising all aspects of multi-million dollar life insurance agencies; three decades of intimate familiarity with and representation of the major life and disability insurance carriers; lecturer at industry conferences and professional trade association meetings; CLU and Licensed Life Insurance Advisor.
 
Recent expert witness activities include: (1) testimony concerning disclosure standards regarding medical information by proposed insureds; (2) testimony concerning agent practices regarding misleading sales proposals; (3) testimony concerning life insurance carrier obligations to investigate false and fraudulent applications and agent misconduct.
 
Expert witness and consultant services from RMP ADVISORY SERVICES are available for both plaintiffs and defendants and all alternative forms of dispute resolution.