John Hancock / Manulife

  • 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?, Senator Howard Metzenbaum (D-OH)  ---  [BonkNote]

  • 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
    • 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 

  • 2010 - LC - Maloof v John Hancock - Alabama 
    • 60 So. 3d 263 - Ala: Supreme Court
  • 2014 - LC - Costigan v John Hancock - Ohio
    • 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