National Offices (516) 938-5007 or (516) 935-7346
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.
LIFE INSURANCE LITIGATION
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.
National Society of Accountants Speaker of the Year
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Certified Investment Management Consultant (CIMC)
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