EXPECTFOCUS® is a quarterly review of developments in the insurance and financial services industry, provided on a complimentary basis to clients and friends of Carlton Fields Jorden Burt, P.A.
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5/1/2018
/ Best Interest Contract Exemptions ,
Best Interest Standard ,
CAFA ,
Class Action ,
COI Rates ,
Corporate Governance ,
Cryptocurrency ,
Cybersecurity ,
Data Breach ,
Disclosure Requirements ,
Elder Abuse ,
Failure To Pay ,
Fiduciary Rule ,
Life Insurance ,
NAIC ,
Securities and Exchange Commission (SEC) ,
Statute of Limitations ,
TCPA
In a November 16, 2017 ruling, a California appellate court affirmed a summary judgment ruling in favor of several financial advisors, and insurer American General Life Insurance Company, holding that plaintiffs’ fraud and...more
4/10/2018
/ Appeals ,
Defined Benefit Plans ,
Financial Adviser ,
Financial Planning ,
Fraud ,
Insurance Industry ,
Insurance Litigation ,
Investment Products ,
Life Insurance ,
Negligence ,
Statute of Limitations ,
Summary Judgment ,
Tax Advice ,
Tax Liability ,
Tax Shelters ,
Time-Barred Claims