Using UL as ART

Windham v. Cook Life Insurance Litigation
Testifying expert valuing policy performance of a variable universal life insurance contract used in a tax planning program. Expert report and trial testimony provided.

Arroyo v. Alexander & Alexander
Damages expert in a sales practices case involving the sale and subsequent performance of a universal life insurance policy

Archuletta v. Fremont Life
Consulting expert to assist in refuting damages claims put forward by the plaintiff’s expert regarding the sale and performance of a Universal Life insurance policy.

HARRY J. MANNERS, JR., and PHILIP A. LEVIN, on behalf of themselves and all
others similarly situated, Plaintiffs, v. AMERICAN GENERAL LIFE INSURANCE
COMPANY, Defendant.
Civil Action No. 3-98-0266
UNITED STATES DISTRICT COURT FOR THE MIDDLE DISTRICT OF
TENNESSEE, NASHVILLE DIVISION

c. AGL deceived policyowners into believing that
they were purchasing investment, retirement, pension,
estate or savings plans rather than life insurance policies
[Comp. P 38];