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January 2017 Archives

Jason Newfield Speaking at National Conference on Litigating Disability Insurance Claims

Jason Newfield is speaking this week at the nation’s premier conference, the 20th National Conference on Litigating Disability Insurance Claims. Jason’s program is titled Litigating Disability Claims on Discovery in ERISA Cases as Discretionary Clauses are Slowly Fading Out and Insurers are Relying on De Novo Review, How the Amendments to the Federal Rules of Civil Procedure Will Impact Discovery, Administrative Review, and Proportionality Issues.

Court Refuses to Permit UNUM to Apply Exclusion to Coverage for Broker Who Lost his License

A Federal Court has determined that UNUM was not able to apply an exclusion to coverage, based upon the insured’s loss of his license to perform his occupation.  After conducting its claim investigation, UNUM denied the claim, on the basis that the insured, a broker for UBS, had lost his license to practice as a broker, from FINRA, the regulatory agency involved with brokers.

ERISA Disability Law Claims: What We’re Expecting for 2017

New faces at the ERISA Advisory Council: For the most part, the five new people joining the 15 member ERISA Advisory Council on Employee Welfare and Pension Benefit Plans, known more informally as the ERISA Advisory Council, work in the world of employee benefits and tax issues. But we note that one of the new members, Srinivas Dharam Reddy, is a senior vice president at Prudential Retirement, where he is responsible for all aspects of the investments and retirement income businesses. We hope that this insurance company executive understands that the ERISA Advisory Council’s decisions also impacts disability claims. Maybe he can spread the word to his colleagues in Prudential’s disability area…

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