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Jennifer L. Keller kelleranderle.com/lawyers/jennifer-l-keller/ kelleranderle.com/lawyers/jennifer-l-keller/ In 2018, Jennifer won a jury verdict for MassMutual Life Insurance Co. in a bellwether class action jury trial in Los Angeles. The class claimed it had been unfairly deprived of dividends. The jury found it had not, which led to the collapse of a nationwide class. The trial was…

Search – Google – Terms “trial exhibit” “life insurance” “location” 2021 Spring – ABA-Litigation – Demonstrative Evidence: Tell and Show, by Jennifer L. Keller and Chase A. Scolnick, American Bar Association, VOL. 47 NO. 3 – p43-48 – 68p (p44) – Trial counsel used the following graphic in a bellwether trial challenging an insurer’s products: The plaintiffs…

EBSA – Employee Benefits Security Administration Department of Labor 2017 0706 – RFI – EBSA – Request for Information Regarding the Fiduciary Rule and Prohibited Transaction Exemptions – RIN: 1210-AB82, Document Number:2017-14101 – federalregister.gov/documents/2017/07/06/2017-14101/request-for-information-regarding-the-fiduciary-rule-and-prohibited-transaction-exemptions Regulations.gov – EBSA-2017-0004 – regulations.gov/docket/EBSA-2017-0004 822 Comments – regulations.gov/docket/EBSA-2017-0004/comments 2017 0807 – Letter – NAIC to EBSA – Re: RIN 1210–AB82…

DOL – Fiduciary Rule – Gaps 2023 – GOV – Aren’t any Gaps SEC – Best Interest Rule NAIC – Annuity Suitability GAP – Life Insurance – Indexed Universal Life / Universal Life / 401k, 72T, SEPP, IRA Doug Andrew, etc CFA – Consumer Federation of America 2017 0731 – Letter – CFA to NAIC…

Annuity Suitability Working Group – (A) – NAIC carltonfields.com/insights/expect-focus/2018/another-bout-in-the-naic-best-interest-standard-ti In response to the National Association of Insurance Commissioners’ (NAIC) Annuity Suitability Working Group’s (Suitability WG) proposed revisions to the “Suitability and Best Interest Standard of Conduct in Annuity Transactions Model Regulation” (Model), 23 comment letters were submitted by regulators, consumer groups, industry groups, and companies…

IALC – Indexed Annuity Leadership Council fiainsights.org/ Case 3:16-cv-01537-N Document 1 Filed 06/08/16 – https://www.napa-net.org/sites/napa-net.org/files/PDFs/indexed-annuity-suit.pdf

Primerica – Lawsuits 2023 – LC – Primerica vs Marco Moukhaiber – Always Marco — [BonkNote] [Primerica – The Bear Cave Report — [BonkNote]] 2024 0418 – Report – The Bear Cave – Problems at Primerica (PRI), by Edwin Dorsey – [link] 1993 – LC – Alexander v. Primerica Holdings, Inc., 10 F.3d 155, 162 (3d Cir.)…

Primerica – Bad Press 1998 05 – InsuranceObserver.com – 9p The Devil Inside Sandy Weill Indeed, we were unaware that Sandy Weill, Travelers’ chairman and CEO, was such a bluenosed prig, especially in light of Weill ‘s own obscene behavior: the many hundreds of millions of dollars of options he’s been granted; the eyesore five-story neon orange…

Ferguson vs Crown Life and William Casteel – V7of23 – 231p 1995 0824 PLAINTIFF’S DIRECT EVIDENCE – CONTINUED STEPHAN HUBBARD (By Video Deposition – Continued) Direct Examination (Contd.) by Mr. Tekell ——–1257 Direct Examination (Contd.) by Mr. Tekell ———-1293 WILLIAM E. CASTEEL Direct Examination by Mr. Bostwick—————-1325 Direct Examination (Contd.) by Mr. Bostwick ——-1357 Cross-Examination…

Ferguson vs Crown Life and William Casteel – V14of23 – 244p [(p2879-) – JAMES R. HICKS (called as a witness in behalf of the Defendant Crown Life) – Direct Examination by Mr. Hardesty (Crown)] Life insurance, general agent Father worked for Crown since 1954 A after graduation. I mean, seriously. That’s — it just went…

Jennifer Keller

Search – Google – Terms

EBSA – Employee Benefits Security Administration

DOL – Fiduciary Rule – Gaps

Annuity Suitability Working Group – (A) – NAIC

IALC – Indexed Annuity Leadership Council

Primerica – Lawsuits

Primerica – Bad Press

Ferguson v. Crown Life and William Casteel – V7of23 – 231p

Ferguson v. Crown Life and William Casteel – V14of23 – 244p