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INSURANCE EXPERT WITNESS CASES - Agent/Broker Standards and Practices

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; 362nd Judicial District; Denton County, Texas; re: voluntary life insurance benefits, company standards and practices; Brown v. American Fidelity Assurance Company and Terrahealth, Inc.; Plaintiff; Law Offices of William L. Wolf, PC; Dallas, TX; 2007.

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.

District Court; 269th Judicial District; Harris County, Texas; re: suitability and agent and company standards; Debco Consulting Ltd. v. Innovus Financial Solutions, Inc. et al; Plaintiff; Abraham, Watkins, Nichols, Sorrells, Mathews & Friend; Attorney Randy Sorrels; Houston, Texas 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, Northern District of California, San Francisco Division: re: ERISA Plan, Agent standards and practices; Defendant; Howard, Rice, Nemerovski, Canady, Falk, & Rabkin, P.C.; Attorneys Michael Baker and Clara Shinn; San Francisco, CA; 2006.

District Court; 92nd Judicial District; Hidalgo County, Texas; re: Product suitability, Fixed Annuities, Equity Indexed Annuities; Lara v. Givilancz et al; Plaintiff; Roerig, Oliveira & Fisher, McAllen, TX; Attorneys Adrian Martinez and Albert Garcia; Settled in 2006.

114th Judicial District of Smith County, Texas; re: Agent Standards and Practices, Product Suitability; Broker-Dealer Practices; Plaintiff; Boyd & Brown, P.C.; Attorney Paul M. Boyd; Tyler, TX; Settled in 2005.

District Court, 288th Judicial District, Bexar County, Texas; re: ERISA Section 419 employee benefit plan; Defendant; Cowles & Thompson; Houston, TX; Settled 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.