John Hancock

  • Manulife
  • 1997 1030 – GOV (Senate) – Class Action Lawsuits: Examining Victim Compensation and Attorneys’ Fees, Charles Grassley (R-IA)  —  [BonkNote]
  • 2018 1004 – ThinkAdvisor – Muddy Waters Shorts Manulife on Risks in Universal Life Trial, By Erik Schatzker, Katherine Chiglinsky and Ivan Levingston – [link]
    • Toronto-based Manulife is one of the biggest life insurers in the world and operates in the U.S. as John Hancock.
  • (p18) – The training we received was sales training only.
  • The home office people who came to the Sioux City, IA, office said:
    • Don’t try to become a Ph.D. in variable life insurance; just learn enough to sell it and go. 
  • This is what they told the whole office, and this was how I trained any new men that I hired: 
    • Just sell it; do not worry about it. 

—  Jerry C. Keating, Agent, John Hancock

 1993 0525 – GOV (Senate) – When Will Policyholders Be Given The Truth About Life Insurance?, Howard Metzenbaum (D-OH)  —  [BonkNote]

1990s

  • 1993 – LC – John Hancock Mutual Life Insurance Company, Petitioner v. Harris Trust and Savings Bank, as trustee of the Sperry Retirement Trust NO. 2
    • Opinion – 38p – <Bad Link>
    • Brief for Senator Howard Metzenbaum et al. as Amici Curiae
    • If the plan, on the other hand, is “trapped” by an unwise insurance contract, the trap is one of its own making.
      • Those amici are in a far better position than this Court to persuade Congress to protect pension plans from their own mistakes and misjudgments.
      • Nothing in either the text or the logic of the guaranteed benefit policy exception provides such protection.
  • 1995 – LC – Senator Howard Metzenbaum

  • 1996-2001 – LC – MDL-1109 IN RE: Manufacturers Life Insurance Company Premium Litigation

  • 1997 – LC –  Duhaime v. John Hancock
    • 1997 – LC – Duhaime v. John Hancock Mut. Life Ins. Co., 177 F.R.D. 54 (D. Mass. 1997);
    • 1999 – LC – Duhaime v. John Hancock Mut. Life Ins. Co., 183 F.3d 1 (1st Cir. 1999) (collateral appeal).
  • 1998 – LC – Friedman v. Manufacturers Life – California 
    • 3:96CV230 – On Pacer
    • U.S. District Court Southern District of California
    • Document 20 – Order by Judge Barry T. Moskowitz consolidating case 96cv1787 and 96cv230, all further docketing shall be done in lead case 96cv230 BTM(AJB). (cc: all counsel) (lmh) (Entered: 05/11/1998)
    • Document 26 – 1998 07 – Consolidated Class Action Complaint – 78p
    • Document 48 – 1998 – Declaration of Edward J. Muhl – 13p
    • Document 173 – re: Maloofs – 6p
    • courtindex.sdcourt.ca.gov/CISPublic/casedetail?casenum=696151&casesite=SD&applcode=C

2010s

  • 2010 – LC – Maloof v John Hancock  —  [BonkNote] 
    • 60 So. 3d 263 – Ala: Supreme Court
  • 2014 – LC – Costigan v John Hancock 
    • 5:14-cv-01002-GJL – United States District Court Northern District of Ohio Eastern Division
    • Doc 12 – Amended Complaint – 4p
    • Doc 23 – 40p
      • 23 Main Document 24 pages
        1 Exhibit In re Manufacturers Life Ins. Co.-2008 Order – 3 pages 
        2 Exhibit July 2010 Premium Illustration – 13 pages
    • Doc 26 – Second Amended Complaint – 20p
    • Doc 39 – John Hancock’s Answer to Plaintiff’s Second Amended Complaint – 5p
    • Doc 35 – Memorandum Opinion and Order – 16p
    • Doc 48 – Stipulation and Dismissal – 2p

    • 83 see Costigan v. Jonn Hancock Ins., 2015 U.S. Dist. LEXIS 38555 (N.D. Ohio) (implied duty of good faith does not supplant express contract terms)

      • 2017 – Anderson’s Ohio Consumer Law Manual, 2017 Edition, By Gregory M. Travalio, Mark Troutma

      • 2015 – PIABA Bar Journal, Volume 22, NO. 1 – 100p – <Bad Link>