PUBLICATIONS
"LIBRA Insurance Partners Protects Policyholders and Producers in Voya/Resolution Life Transaction in Colorado," PR Newswire, January 27, 2021 (quote).
"An Old and a New Problem," AM Best's Review, August 2020 (quote).
"Transamerica Must Make Payout in Expired Policy Case," The Life Settlements Report, May 29, 2020 (mention).
"Happy 100th Birthday! There Goes Your Life Insurance," The Wall Street Journal, July 20, 2017 (quote).
"99-Year-Old Holocaust Survivor Takes On Insurance Cliff," Courthouse News Service, July 10, 2017 (quote).
"Lost Value of Employer-Sponsored Life Insurance Policy Not Recoverable in FMLA Action," LHD Insurance Pulse, April 28, 2017.
"Plaintiff Entitled to Long-Term Disability Benefits Where Carrier Improperly Applied Policy Exclusion," LHD Insurance Pulse, April 25, 2017.
"Life Insurance Customers Push Back Over Surprise Cost Increases," The Wall Street Journal, September 2, 2016 (mention).
"Appellate Court Upholds Dismissal of Misrepresentation Claims Where Policy Owner Alleged Carrier Improperly Raised Premiums," AALU WRNewswire, August 15, 2016.
"Suicide Exclusion Upheld Where Beneficiary Argued Insured Lacked Mental Capacity to Commit Suicide," AALU WRNewswire, June 30, 2016.
"Dispute Concerning Payment of Premiums to Determine Whether Whole Life Conversion to Term By Carrier Was Proper," AALU WRNewswire, May 27, 2016.
"Court Dismisses Suit Alleging Carrier Improperly Charged Compound Interest on Policy Loans," AALU WRNewswire, May 16, 2016.
"Default Judgment Entered Against Financial Advisor Who Ignored Life Insurance Rebating Lawsuit Filed Against Him," AALU WRNewswire,
April 5, 2016.
"Beneficiary Change Submitted After Insured Declared Legally Incapacitated Voided for Lack of Competency," AALU WRNewswire, January 12, 2016.
"Materiality of Health Misrepresentation to Be Decided By Jury," AALU WRNewswire, November 4, 2015.
"Dispute Between Carrier and Agent Over Responsibility for Expiration of Policy Conversion Rights Continues," AALU WRNewswire,
September 1, 2015.
"Policy Owner’s “Duty to Read” Not Excused by Alleged Agent Conduct," AALU WRNewswire, July 28, 2015.
"Exclusion Upheld Where Insured Committed Suicide Two Days Prior to Expiration of Provision," AALU WRNewswire, April 9, 2015.
"Policy Lapse Upheld Where Insured Did Not Receive Lapse Notices," AALU WRNewswire, March 25, 2015.
"Dispute Concerning Policy with Potential “Vanishing Premiums” Survives Motion to Dismiss," AALU WRNewswire, January 14, 2015.
"Carrier’s Post-Lapse Conduct May Have Created an Implied Life Insurance Contract," AALU WRNewswire, December 10, 2014.
"Court Dismisses Misrepresentation Claims Where Policy Owner Alleged Premiums Were Guaranteed By Insurer But Subsequently Raised,"
AALU WRNewswire, September 16, 2014.
"Failure by Insurer to Provide Clear Payment Instructions in Lapse Notice May Prevent Policy from Lapsing," AALU WRNewswire, August 14, 2014.
"Unusual Circumstances Create Equitable Interest in Life Policy, Which Allows Non-Beneficiary to Recover Death Benefit," AALU WRNewswire, July 9, 2014.
"Insurer Not Bound By Conditional Receipt Where Insured Did Not Accurately Disclose Information Affecting Carrier’s Risk," AALU WRNewswire, May 28, 2014.
"Age Adjustment Clause Allows Carrier to Reduce Death Benefit to Reflect Insured’s True Age," AALU WRNewswire, May 12, 2014.
"Court Rules 'Shock Lapse' Cost-of-Insurance Suit Against Carrier May Proceed," AALU WRNewswire, April 1, 2014.
"Carrier Improperly Failed to Pay AD&D Benefits," AALU WRNewswire, March 24, 2014.
"Secondary Market Investor Permitted to Pursue Fraud and RICO Claims Against Phoenix and Three of Its Senior Executives," AALU WRNewswire, January 22, 2014.
"Based on Policy Language, Insurers Not Limited In Factors They Can Consider When Calculating Cost of Insurance (COI) Rates,"
AALU WRNewswire, December 20, 2013.
"Court Rescues Policy Owner Who Forgot to Change Beneficiary to Herself," AALU WRNewswire, November 14, 2013.
"Release Bars Life Settlement Claims Against Producer," AALU WRNewswire, October 21, 2013.
"Investors Permitted to Pursue Unjust Enrichment Claim Against Carriers to Recover Premiums Paid On STOLI Policies," AALU WRNewswire, October 3, 2013.
"Motives Behind Cost of Insurance (COI) Increases Matter," AALU WRNewswire, September 16, 2013.
"An Old and a New Problem," AM Best's Review, August 2020 (quote).
"Transamerica Must Make Payout in Expired Policy Case," The Life Settlements Report, May 29, 2020 (mention).
"Happy 100th Birthday! There Goes Your Life Insurance," The Wall Street Journal, July 20, 2017 (quote).
"99-Year-Old Holocaust Survivor Takes On Insurance Cliff," Courthouse News Service, July 10, 2017 (quote).
"Lost Value of Employer-Sponsored Life Insurance Policy Not Recoverable in FMLA Action," LHD Insurance Pulse, April 28, 2017.
"Plaintiff Entitled to Long-Term Disability Benefits Where Carrier Improperly Applied Policy Exclusion," LHD Insurance Pulse, April 25, 2017.
"Life Insurance Customers Push Back Over Surprise Cost Increases," The Wall Street Journal, September 2, 2016 (mention).
"Appellate Court Upholds Dismissal of Misrepresentation Claims Where Policy Owner Alleged Carrier Improperly Raised Premiums," AALU WRNewswire, August 15, 2016.
"Suicide Exclusion Upheld Where Beneficiary Argued Insured Lacked Mental Capacity to Commit Suicide," AALU WRNewswire, June 30, 2016.
"Dispute Concerning Payment of Premiums to Determine Whether Whole Life Conversion to Term By Carrier Was Proper," AALU WRNewswire, May 27, 2016.
"Court Dismisses Suit Alleging Carrier Improperly Charged Compound Interest on Policy Loans," AALU WRNewswire, May 16, 2016.
"Default Judgment Entered Against Financial Advisor Who Ignored Life Insurance Rebating Lawsuit Filed Against Him," AALU WRNewswire,
April 5, 2016.
"Beneficiary Change Submitted After Insured Declared Legally Incapacitated Voided for Lack of Competency," AALU WRNewswire, January 12, 2016.
"Materiality of Health Misrepresentation to Be Decided By Jury," AALU WRNewswire, November 4, 2015.
"Dispute Between Carrier and Agent Over Responsibility for Expiration of Policy Conversion Rights Continues," AALU WRNewswire,
September 1, 2015.
"Policy Owner’s “Duty to Read” Not Excused by Alleged Agent Conduct," AALU WRNewswire, July 28, 2015.
"Exclusion Upheld Where Insured Committed Suicide Two Days Prior to Expiration of Provision," AALU WRNewswire, April 9, 2015.
"Policy Lapse Upheld Where Insured Did Not Receive Lapse Notices," AALU WRNewswire, March 25, 2015.
"Dispute Concerning Policy with Potential “Vanishing Premiums” Survives Motion to Dismiss," AALU WRNewswire, January 14, 2015.
"Carrier’s Post-Lapse Conduct May Have Created an Implied Life Insurance Contract," AALU WRNewswire, December 10, 2014.
"Court Dismisses Misrepresentation Claims Where Policy Owner Alleged Premiums Were Guaranteed By Insurer But Subsequently Raised,"
AALU WRNewswire, September 16, 2014.
"Failure by Insurer to Provide Clear Payment Instructions in Lapse Notice May Prevent Policy from Lapsing," AALU WRNewswire, August 14, 2014.
"Unusual Circumstances Create Equitable Interest in Life Policy, Which Allows Non-Beneficiary to Recover Death Benefit," AALU WRNewswire, July 9, 2014.
"Insurer Not Bound By Conditional Receipt Where Insured Did Not Accurately Disclose Information Affecting Carrier’s Risk," AALU WRNewswire, May 28, 2014.
"Age Adjustment Clause Allows Carrier to Reduce Death Benefit to Reflect Insured’s True Age," AALU WRNewswire, May 12, 2014.
"Court Rules 'Shock Lapse' Cost-of-Insurance Suit Against Carrier May Proceed," AALU WRNewswire, April 1, 2014.
"Carrier Improperly Failed to Pay AD&D Benefits," AALU WRNewswire, March 24, 2014.
"Secondary Market Investor Permitted to Pursue Fraud and RICO Claims Against Phoenix and Three of Its Senior Executives," AALU WRNewswire, January 22, 2014.
"Based on Policy Language, Insurers Not Limited In Factors They Can Consider When Calculating Cost of Insurance (COI) Rates,"
AALU WRNewswire, December 20, 2013.
"Court Rescues Policy Owner Who Forgot to Change Beneficiary to Herself," AALU WRNewswire, November 14, 2013.
"Release Bars Life Settlement Claims Against Producer," AALU WRNewswire, October 21, 2013.
"Investors Permitted to Pursue Unjust Enrichment Claim Against Carriers to Recover Premiums Paid On STOLI Policies," AALU WRNewswire, October 3, 2013.
"Motives Behind Cost of Insurance (COI) Increases Matter," AALU WRNewswire, September 16, 2013.
speaking engagements
Bryn Mawr Trust Monthly Seminar, Haverford, PA, 10/14/15 - Insurance Mistakes That Can Haunt You: Recent Insurance Cases and Rulings.
Church of the Open Door Men's Ministry, Ft. Washington, PA, 4/13/13 - When Should Christians Go to Court?
ValMark School of Life 2012 Conference, Orlando, FL, 10/15/12 - Life Settlement Market Outlook: Not Quite Dead Yet!
ACLI Litigation Committee Meeting, Washington DC, 5/9/12 - STOLI: "Over the Next Hill."
2012 Life Insurance Conference, Orlando, Fl, 4/24/12 – STOLI: Recent History, Real Future.
ACLI Life Insurance Committee, Washington DC, 10/6/11 – What Price Dawe and Schlanger mean for the Life Insurance Industry.
Church of the Open Door Men's Ministry, Ft. Washington, PA, 4/13/13 - When Should Christians Go to Court?
ValMark School of Life 2012 Conference, Orlando, FL, 10/15/12 - Life Settlement Market Outlook: Not Quite Dead Yet!
ACLI Litigation Committee Meeting, Washington DC, 5/9/12 - STOLI: "Over the Next Hill."
2012 Life Insurance Conference, Orlando, Fl, 4/24/12 – STOLI: Recent History, Real Future.
ACLI Life Insurance Committee, Washington DC, 10/6/11 – What Price Dawe and Schlanger mean for the Life Insurance Industry.
SELECT published decisions
Assurity Life Ins. Co. v. Nicholas, et al., 2015 U.S. Dist. LEXIS 133701 (E.D. Pa. October 1, 2015).
IDS Property Cas. Ins. Co., et al. v. Schonewolf, et al., 111 F.Supp.3d 618 (E.D. Pa. 2015).
The Lincoln National Life Ins. Co. v. Cowboy Athletics, Inc. and T. Boone Pickens, et al., 934 F.Supp.2d 884 (N.D. Tex. 2012).
The Lincoln National Life Ins. Co. v. Joseph Schlanger 2006 Insurance Trust, et al., 28 A.3d. 436 (Del. 2011).
The Lincoln National Life Ins. Co. v. Schwarz, et al., 2011 WL 2357828 (D. N.J. June 9, 2011).
The Lincoln National Life Ins. Co. v. Joseph Schlanger 2006 Insurance Trust, et al., 2010 WL 2898315 (D. Del. July 20, 2010).
The Lincoln National Life Ins. Co. v. Schwarz, et al., 2010 WL 3283550 (D. N.J. August 18, 2010).
Jefferson-Pilot Life Ins. Co. v. Marietta Campbell Ins. Group, LLC, 2008 WL 3582751 (D. Minn. August 12, 2008).
IDS Property Cas. Ins. Co., et al. v. Schonewolf, et al., 111 F.Supp.3d 618 (E.D. Pa. 2015).
The Lincoln National Life Ins. Co. v. Cowboy Athletics, Inc. and T. Boone Pickens, et al., 934 F.Supp.2d 884 (N.D. Tex. 2012).
The Lincoln National Life Ins. Co. v. Joseph Schlanger 2006 Insurance Trust, et al., 28 A.3d. 436 (Del. 2011).
The Lincoln National Life Ins. Co. v. Schwarz, et al., 2011 WL 2357828 (D. N.J. June 9, 2011).
The Lincoln National Life Ins. Co. v. Joseph Schlanger 2006 Insurance Trust, et al., 2010 WL 2898315 (D. Del. July 20, 2010).
The Lincoln National Life Ins. Co. v. Schwarz, et al., 2010 WL 3283550 (D. N.J. August 18, 2010).
Jefferson-Pilot Life Ins. Co. v. Marietta Campbell Ins. Group, LLC, 2008 WL 3582751 (D. Minn. August 12, 2008).