Blumenthal v. New York Life

  • 2009 - LC - Blumenthal v. New York Life  ---  [BonkNote]
  • Sutherland 
    • Phillip Stano - Sutherland - Defense Attorney for New York Life
    • 2010 0930 - Sutherland - re: Blumenthal vs New York Life - Court Rejects Suit Alleging Fraud and Negligent Design in the Sale of Universal Life Insurance Policies - 2p
    • 2011 1129 - Sutherland - re: Blumenthal vs New York Life - Illustration Disclosures Lead to Dismissal of Universal Life Insurance Class Action - 2p 
  • 2009 0226 - GoogleScholar - Blumenthal v. New York Life, Dist. Court, WD Oklahoma - [link]
  • 2010 0302 - 85-1 and 85-7 - Exh 1 and 6 - Deposition of Irving Blumenthal - 61p
  • Document 82-1 - Defendant Expert Witness - Michael LaBoeuf - Report - 23p
  • Document 85-3 - Plaintiff Expert Witness  - Deposition of David Sanderford - 65p
    • [Bonk: is this the same Sanderford from 1982-1, NAIC Proc. David M. Sanderford, Security First Group of Los Angeles, inquired about securities regulators' views on the higher guaranteed interest of the universal life product.  (p119)]
  • Blumenthal v NYL - Order and Judgement - Court of Appeals - 10-6246 - 4p
  • 2011 1013 - GoogleScholar - Blumenthal v. New York Life, Court of Appeals, 10th Circuit - [link]

Blumenthal v New York Life - Deposition - Pay Premium

  • According to the Illustration, "[c]ash value accumulation is important because it is used to pay insurance costs and other charges (monthly deductions) necessary to keep the policy in force and because it can also be withdrawn to help meet a policyowner's other financial needs. . . ." Id

2008 - LC - Blumenthal v New York Life - Plaintiff's Response To Defendant's Motion For Summary Judgment And Brief In Support - Case 5:08-cv-00456-F - Document 85 - Filed 06/01/10 - Page 10 of 37

  • 2009 - LC - Blumenthal v. New York Life  ---  [BonkNote]
    • 2009 - LC - Defendants Expert Report - Annual Summary Chart - p14 - 1p - (Bonk: Dynamic, Minimum / Maximum Plan, NGE's)

Defendant Expert Report - Annual Summary Chart - p14 - 1p

  • 2009 - LC - Blumenthal v. New York Life  ---  [BonkNote]
    • 2009-LC-Blumenthal-v-NYL-Defendant-Expert-Report-Illustration-at-issue-Graph-p17of24 - [Bonk: I put in the Red arrows, etc]

Annual-Statement-Lapse-Put-on-Notice-Blumenthal
Blumenthal v New York Life - Cash Value What else is it supposed to be
2010 LC Blumenthal v New York Life, Duration, Performance
Blumenthal v New York Life, Illustration Purpose
read-understand-not-what-I-thought-I-had-Blumenthal.
2010 Legal Case Blumenthal v New York Life, Plaintiff Expert Witness - Guaranteed Maturity Premium
Blumenthal v New York Life - Deposition - Pay Premium