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INSURANCE EXPERT WITNESS CASES - Agent/Broker Standards and Practices

U.S. District Court; District of South Carolina; Florence Division; re: Cash surrender of life insurance policy and claim practices; Myrtle Beach Communications Inc. et al. v. The Travelers Life and Annuity Company n/k/a/ Met Life and Annuity Company of Connecticut; Plaintiff; Bellamy, Rutenberg, Copeland, Epps, Gravely & Bowers; Attorney George W. Redman, III, Myrtle Beach, SC; 2007

Circuit Court for the County of Wayne; State of Michigan; re: reinstatement of life insurance policy and agent standards of practice and company standards and practices; Epstein v. Mass Mutual Financial Group and MML Bay State Life Insurance Company and McHugh and Detroit Financial Group, LLC; Plaintiff; Cox, Hodgman & Giamarco n/k/a Giarmarco, Mullins & Horton; Attorney Larry W. Bennett; Troy, MI; 2007 (Deposition) Set for Trial

District Court; Third Judicial District; Salt Lake County, Utah; re: life insurance conversion benefits; Keller v. Farmers New World Life Insurance Company; Defendant; Christensen & Jensen; Attorneys Phil Ferguson and Anneliese Booher; Salt Lake City, Utah; 2006.

U.S. District Court; Southern District of Ohio; Columbus, Ohio; re: death claim and underwriting practices; Sundaralingam et al v. AXA, et al; Plaintiff; Kitrick, Lewis & Harris, Co., P.A.; Attorney Mark Lewis; Columbus, Ohio; 2006.

District Court; 61st Judicial District; Harris County, Texas; re: health insurance policy rescission; Donald Mackay et al v. Assurant Health/Fortis Insurance Company n/k/a Time Insurance et al; Plaintiff; Henry H. McCreight, Jr. Attorney at Law, P.C.; Houston, Texas 2006.

Circuit Court of the 11th Judicial Circuit in and for Miami-Dade County, Florida; re: Agent and Company Standards and Practices; Vivianne Jamaique, individually and as Beneficiary of the Estate of Duqueres Mandat, deceased v. Primaerica Life Insurance Company et al; Plaintiff; Law Offices of John J. Spiegel, P.A.; Miami, Florida; 2006 Settled in 2006.

Circuit Court; Cook County, Illinois; re: Agent and Company Standards and Practices; Stacie Bovan v. American Family Life Insurance Company et al; Plaintiff; Law Offices of Steven Seidman; Attorney Sean Baker; Chicago, Illinois; 2006.

U.S. District Court; Western District of Pennsylvania; re: Definition of disability in disability income policy; James D. Meyer, et al v. CUNA Mutual Group; Plaintiff; Robert Peirce & Associates, P.C.; Pittsburgh, PA; 2006.

Arbitration Panel; re: Accident and health insurance benefit payments, claims practices, coverage analysis; Guarantee Trust Life Insurance Company v. Associated Accident and Health Reinsurance Underwriters; Petitioner; McKnight, Kitzinger, McCarty & Pravdic, LLC; Attorney Neal McKnight; Chicago, IL; Settled in 2006.

U.S. District Court, Southern District of Ohio, Western Division; re: Company practices; Ryberg v. Symetra Life Insurance Company; Plaintiff; Goodson & Company; Attorney Stephanie Day; Cincinnati, OH 2006. Settled in 2007

Superior Court, San Francisco, CA; re: Health insurance plan design; Agent and Agency Standards and Practices, Defendant; Morgenstein & Jubelirer, LLP (Now Schiff Hardin) Attorney Adrienne S. Leight; San Francisco, CA 2005.

City of Amarillo, Texas; Health Insurance Plan Strategies for City Health Plan; Engaged as consultant for city self-insured health plan; Amarillo, TX; 2005.

U.S. District Court, Eastern District of New York: re: Beneficiary designation and claim practices in ERISA plan; Simmons v. Metropolitan Life Insurance Company and Verizon Communications, Inc.; Cause No. 01 CV 8394 (SJF) (RML); Plaintiff; Bartlett & Bartlett; Attorney Joshua Nesson; New York, NY; Verdict in 2004.

District Court; 190th Judicial District; Harris County, Texas; re: Agent standards and practices; Defendant; Havins & Associates; Attorney Annette K. Disch; Houston, TX; Settled in 2004.

101st District Court; Dallas County, Texas: re: Disability; Plaintiff; Dallas, TX; Settled in 2004.

Tulsa County District Court; Tulsa, Oklahoma; re: Agent and company practices and standards, death claim; Plaintiff; The Stipe Law Firm; Attorney Karen Goins; Tulsa, OK; Settled in 2003.