Defense of putative national class action challenging policy loan interest rate assessed on portfolio life insurance products (motion to dismiss granted) -- Case Number 2:11-CV-00071-RTR, Eastern District of Wisconsin
Defense of putative national class action challenging interpretation of the lifetime benefits clause of disability insurance products (summary judgment granted) -- Case Number 3:12-CV-00560, Middle District of Tennessee
Currently prosecuting claims against former life insurance agents engaged in fraudulent STOLI scheme to recover commissions and other losses sustained by the insurer -- Case Number 3:11-CV-00279-LAB-BGS, Southern District of California
Successful prosecution of lawsuits asserting tortious interference and RICO claims for two different insurers, resulting in injunctions shutting down the publication of defamatory and extortionate websites created by terminated life insurance producers -- Case Number CIV-10-4039, District of South Dakota, and Case Numbers 1:06-CV-1095-SEB-VSS, and Case Number 1:05-CV-0299-LJM-TAB, Southern District of Indiana
Successful prosecution of commercial tort and professional liability claims resulting in $50 million jury verdict in favor of client -- ranked 42nd largest verdict in the National Law Journal's Top 100 Verdicts for 2012 -- Case Number 10-CV-110, Marathon County, Wisconsin
Defense of individual life insurance sales practices claims asserting fraud and misrepresentation arising out of the premium-financed based sale of multiple Corporate Owned Life Insurance policies -- Case Number1:11-CV-08864-PAE, Southern District of New York
Currently defending life insurance sales practices actions challenging the suitability of replacements of variable and portfolio life insurance products -- Case Number CV-13-3525-CAS, Central District of California, and Case Number 3:13-CV-00268-FDW-DSC, Western District of North Carolina
Co-defense of putative national class action challenging method of calculating Cost of Insurance charges in indexed universal life insurance products (summary judgment granted, certification denied) -- Case Number 2:09-CV-01158-LA, Eastern District of Wisconsin
Currently co-defending individual life insurance sales practices lawsuit challenging premium-financed sale of $10 million life insurance policy purchased for estate planning purposes -- Case Number 2011-01977, Suffolk County Superior Court, Massachusetts
Defense of multi-plaintiff life insurance sales practices and "selling away" claims seeking recovery of real estate investment losses and rescission of life insurance policies -- Case Number 27-CV-10-4943, Hennepin County, Minnesota
Defense of individual disability insurance coverage and bad faith claims -- Case Number CV-2009-028727, Maricopa County Superior Court, Arizona
Currently defending lawsuit claiming entitlement to life insurance benefits after lapse and attempted reinstatement of the subject life insurance policy -- Case Number 1:12-CV-05246, Northern District of Illinois