Walker v Life Insurance Company of the Southwest
Walker v Life Insurance Company of the Southwest
Walker v. LIFE INSURANCE COMPANY OF THE SOUTHWEST
Dist. Court, CD California, 2013 – Google ScholarWalker v. LIFE INSURANCE COMPANY OF THE SOUTHWEST
Dist. Court, CD California, 2015 – Google ScholarWalker v. LIFE INSURANCE COMPANY OF THE SOUTHWEST
Court of Appeals, 9th Circuit, 2017 – Google ScholarCourt of Appeals, 9th Circuit, 2020 https://cdn.ca9.uscourts.gov/datastore/opinions/2020/03/23/19-55241.pdf 15-55809 Joyce Walker v. Life Ins. Co. of the Southwest
Hearing Date: 02/07/2017
Audio – https://www.ca9.uscourts.gov/media/view.php?pk_id=0000016818
Video – https://www.ca9.uscourts.gov/media/view_video.php?pk_vid=0000010899
19-55241- Joyce Walker v. Life Ins. Co. of the SouthWest Hearing Date: 02/10/2020
Audio – https://www.ca9.uscourts.gov/media/view.php?pk_id=0000035097
Video – https://www.ca9.uscourts.gov/media/view_video.php?pk_vid=0000017030
19. When I recommend Paragon or Provider, I inform my clients in some form of words that the policies charge a cost of insurance that will increase as they grow older. I tell them that the policies maintain cash values, in part to offset that increasing Cost of Insurance. —
20. I often discuss the various crediting methodologies available under the Paragon or Provider policies for these cash values. In particular, I tell clients that their policy will accumulate value based on the returns of the S & P 500 index (filtered through a
participation rate and earnings cap, which I identify for my clients). I tell clients that the
cash value is guaranteed not to go down when the market goes down because the cash value has a 0% annual floor.
–DECLARATION OF SEAN L. COVI (Agent), 10.09198-JVS(RNBx)
Joyce Walker et al v. LIfe Insurance Company of the Southwest