Expert Witness

Frank Campbell

Frank M Campbell, CLU, ChFC

Specialties & Experience of this Expert Witness
  • General Specialties: Insurance and Financial
  • Specialty Focus: Life Insurance, Annuity, Annuities, Suitability, Lapse, Life Settlement, Renewal, Conversion, Estate Planning, Disability Insurance, Long Term Care Insurance, Bad Faith, Beneficiary, trusts, STOLI, TOLI, Standard of Care, Expiration, Misrepresentation, Life/Disability Analyst, Broker, Agent
  • Education: BA, SUNY Buffalo
  • Years in Practice: 40+
General Information
  • Expert in Whole and Term Life, Disability and Long-Term Care Insurance as well as variable and fixed annuities
  • 30+ years’ experience as a high-producing agent with a Fortune 500 insurer
  • Past Life & Qualifying Member of Million Dollar Round Table – a trade group of top insurance producers
  • Chartered Life Underwriter
  • Chartered Financial Consultant
  • Licensed Life and Disability Analyst
  • Has reviewed and analyzed hundreds of insurance policies for issues such as suitability, expiration, beneficiaries, conversion, termination, reinstatement, value, and health of the insurer
Additional Information

Expert Witness

Certifications

Chartered Financial Consultant (ChFC)
American College of Financial Services

Chartered Life Underwriter (CLU)
American College of Financial Services

Education

SUNY, Buffalo, New York
BA Political Science

United States Navy
Submarine Qualified

Employment History
2011-Present
Owner: Stratus Financial Partners, Riverside, CA

Our primary focus is review, evaluation and guidance on the health and viability of existing, in force life insurance and annuity policies. We also bring perspective and guidance to the acquisition of new insurance policies. Our specific areas of focus are life, disability and long-term insurance, as well as annuities.

2006-2011
Life Specialist: Trinity Financial Partners, Ontario, CA

Financial planning firm. Focused on identifying the most effective solutions to client’s insurance needs.

1973-2005
Senior Agent, Investment Advisor: Prudential Insurance Company, Ontario, CA

Fortune 500 company. Served as a full service holistic financial advisor for retirement, business, estate planning, investment and insurance advice. All integrated under one coordinated plan to promote efficiency and successful outcomes for clients.

Licenses

CA Licensed Life Settlement Broker, 2020

CA Licensed Life & Disability Analyst, 2017

CA State Variable Life & Variable Annuity, 1983-present

FINRA Series 6 & 65 Investment Advisor, 1982-2018

CA State Life Insurance Agent, 1978-present

CA State Property & Casualty Agent, 1978-2006

NY State Property & Casualty Agent, 1974

NY State Life Insurance Agent, 1973

Professional Affiliations

American Society of Financial Services Professionals (FSP)

Arrowhead Chapter Financial Services Professionals (Past President)

National Association of Estate Planning Councils (NAEPC)

Riverside Estate Planning Council

San Bernardino Estate Planning Council (Past President)

Past Life & Qualifying Member of the Million Dollar Round Table
(Less than 1% of Life Insurance Professionals are members of this premier industry organization)

Frank Campbell continues to take great pains on behalf of every client making certain their policies are in force, secure, and viable. Frank impacts many additional lives by offering a reasonably priced insurance coverage review and analysis, the Stratus Policy Assessment℠.

When Frank became a CA Licensed Policy Analyst, his goal was to stay ahead of the constantly changing rules, regulations, and laws impacting the life insurance industry. When a colleague or client contacts Frank to have their life insurance policy analyzed, Frank knows he can bring them clarity, perspective and understanding that will make a difference in their lives.

To schedule a free 15 minute consultation contact us here:
info@stratusfp.com