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Monday, May 4, 2015

No. 97: Senator Elizabeth Warren Investigates Annuity Sales Incentives

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On April 28, 2015, U.S. Senator Elizabeth Warren (D-MA) sent a five-page letter to the chief executive officer of each of 15 major issuers o...
Wednesday, April 29, 2015

No. 96: STOLI and the Bazemore Criminal Case

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On April 21, a three-judge panel of the U.S. Court of Appeals for the Fifth Circuit handed down a unanimous ruling in a criminal case agains...
Monday, April 27, 2015

No. 95: Life Partners and the Inadequacy of the Bankruptcy Trustee's Website

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As I reported in recent weeks, the bankruptcy court judge in the Life Partners Holdings, Inc. (LPHI) case approved the appointment of H. Th...
Monday, April 20, 2015

No. 94: The New York Times Article About the Life Insurance Shell Game—Further Observations

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In No. 93 posted April 17, I discussed the April 12 article in The New York Times entitled "Risky Moves in the Game of Life Insurance....
Friday, April 17, 2015

No. 93: The New York Times Examines the Life Insurance Shell Game

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The Sunday, April 12, 2015 issue of The New York Times carried a 3,185-word article entitled "Risky Moves in the Game of Life Insuran...
Friday, March 27, 2015

No. 92: Life Partners' Bankruptcy—A Few Recent Developments

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As I reported in No. 90 posted March 17, H. Thomas Moran II has been appointed the Chapter 11 Trustee in the federal bankruptcy court procee...
Monday, March 23, 2015

No. 91: Northwestern Mutual—The Proposed Settlement of a Long Dispute over Annuity Dividends

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On March 13, 2015, Marleen M. LaPlant, the plaintiff in a long dispute with Northwestern Mutual Life Insurance Company (Milwaukee, WI), file...