Marie v. Pacific Life Insurance Company
- 2023 0815 - InsuranceNewsNet.com - Washington state couple sues Pacific Life over IUL illustration, by John Hilton - [link]
- 2024 0210 - LIFE180 / Chris Kirkpatrick - PacLife IUL Lawsuit Information - [VIDEO-YouTube-44:58]
- 2025 0918 - ThinkAdvisor - PacLife settles with Washington state plaintiffs in IUL illustration suit, by John Hilton - [link]
- Judge Pennell accepted Duvall as an expert witness on general IUL matters and even specifics on the PacLife product. But she drew the line at allowing actuarial opinions.
- "Duval is not an actuary, and appears to lack the necessary experience, education, or training to opine as to actuarial matters," Pennell wrote in a Sept 9 decision. "Duval opines extensively on how realistic the PDX policy’s projected returns were, an opinion which requires actuarial analysis."
- "When Marie grew unhappy with the consequences of her own financial decisions, Plaintiffs brought the present suit in an attempt to place blame on anyone else," a PacLife response reads.
- Docket - Pacer - 7p
- 1 - Complaint - 46p
- 10 - Answer to Complaint - Pacific Life - 14p
- 15 - Sep 21, 2023 - ORDER DENYING 8 MOTION TO DISMISS. Signed by Chief Judge Stanley A Bastian. (WMK, Case Administrator) - Order on Motion to Dismiss for Failure to State a Claim - [link]
- 35 - Jan 24, 2024 - ORDER DENYING 18 MOTION TO DISMISS AMENDED COMPLAINT; DENYING AS MOOT 29 MOTION TO STRIKE BROWN RESPONSE. Signed by Chief Judge Stanley A Bastian. (REM, Case Administrator) - Order on Motion to Dismiss for Failure to State a Claim AND Order on Motion to Strike - [link]
- 37 - Pacific Life Insurance - Affirmative Defenses and Cross-Claim against Agent - 15p
- 38 - Defendant Harding Financial Partners / Andrew J. Brown - Answer and Affirmative Defenses to First Amended Complaint - 15p