Legal Cases

Supreme Court 1994 – NationsBank v VALIC – [link] QUESTION PRESENTED – Whether federal law permits national banks, whereever located, to act as agents in the sale of annuities. supremecourt.gov/opinions/boundvolumes/525bv.pdf (p1129) – No. 98–2. Metropolitan Life Insurance Co. v. Sabo.- C. A. 3d Cir. Motion of American Council of Life Insurance for leave to file…

Jury Finally, these standards are difficult for juries to follow. It is difficult for a jury to understand an instruction from a judge that tells them not to assume, just because the future turned out different from the way the actuary projected, that a discrepancy meant the actuary was wrong. Juries have a hard time…

Walker v LSW – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A Account Value Enhancement – Walker vs. LSW Agent Statements – Walker vs. LSW Agent Training – Walker vs. LSW Annual Statements – Walker vs. LSW Asset Marketing Systems Back to top B Batch Illustrations – Walker vs. LSW Back to top C Commissions – Walker vs. LSW Compliance…

Walker v LSW – Wishlist Declarations Michael Botkin Depositions Stemler Exhibits DOC 820 – Defense Exhibit 774 (Wishlist) DOC 809 – Exhibit 632 (Bucket) Expert Witness Reports Sheryl Moore

Accidental Death 1975 – LR – Life Insurance – Death Of An Insured Due To Intentional Killing By Member Of Family Is To Be Deemed Accidental If The Insured Could Not Reasonably Have Foreseen The Extent Of Danger. Wade v. Continental Insurance Co. (8th Cir. 1975) – 10p 2010 – LC – Paul E. Svensson,…

Fair Consumer Outcomes GFIA – Global Federation of Insurance Associations: In addition, GFIA is concerned that the meaning of “fair treatment of consumers” may be considered different from, or in addition to, legally prescribed standards. Companies may exceed those standards voluntarily, but supervisors should define “fair treatment” solely in terms of the legally established standards…

American International Group vs Transatlantic Holdings 2010 0629 – LC – American International Group vs Transatlantic Holdings – Affirmation of Anthony J. Albanese in Support of American International Group, Inc.’s Verified Petition and Application for Temporary Restraining Order – 116p Transatlantic Holdings, Inc., et al. v. American International Group, Inc., et al., American Arbitration Association…

Testimony ACLI – American Council of Life Insurers – Testimony COP – Congressional Oversight Panel – Testimony Federal Reserve – Testimony 2006 – Current – federalreserve.gov/newsevents/testimony.htm NAIC –National Association of Insurance Commissioners – Testimony Regulations.gov 2012 1022 – Industry GOV – Regulatory Capital Rules R-1442_102212_110667_342546683471_1 – 7p Selected Comment Letters Submitted Regarding Proposed Rulemakings to Implement…

AIG – Legal Cases American International Group, Inc. 2008 Securities Litigation Starr International Company Transatlantic Holdings vs American International Group Securities Lending sec.gov/Archives/edgar/data/5272/000104746913001390/R27.htm 2022 – LC – In re: AIG FINANCIAL PRODUCTS CORP Case 22-11309 Doc 2 Filed 12/14/22 Page 1 of 62 DECLARATION OF WILLIAM C. KOSTUROS, CHIEF RESTRUCTURING OFFICER OF THE DEBTOR, IN…

Feller v. Transamerica 2016 – LC – Feller v. Transamerica — [BonkNote] No. 2:16-cv-01378 (C.D. Cal.) (filed June 10, 2016) 2016 0321 – ABC News San Fransisco – Is there a life insurance bubble that is about to go bust? – [VIDEO-YouTube-02:34] 2017 – josephmbelth.com/2017/10/no-239-transamericas-cost-of-insurance.html 2018 – josephmbelth.com/2018/10/no-290-transamerica-moves-to-settle.html https://cdn.ymaws.com/www.alic.cc/resource/collection/19EA1C27-1F02-4F0F-81BE-2340601FAA95/Session_IV_-_Life_Insurance_Litigation_Update.pdf

Supreme Court

Jury

Walker v. LSW – Index

Walker v. LSW – Life Insurance Company of the Southwest – Wishlist

Accidental Death

Fair Consumer Outcomes

Transatlantic Holdings v. American International Group

Testimony

AIG – Lawsuits

Feller v. Transamerica