Insurance Sales Agent and Financial Planner Resolves Investment Plan Litigation

North America - United States | North America | United States - Texas

An insurance sales agent and financial planner achieved resolution of investment plan litigation involving complex tax issues. Our firm successfully represented the insurance sales agent and financial planner.

Our firm resolved allegations of fraud, negligent misrepresentation, negligence, unjust enrichment, money had and received, breach of fiduciary duty, fraudulent concealment, and claims of violations of the Texas Insurance Code and Deceptive Trade Practices-Consumer Protection Act (DTPA), in connection with the sale of security products to fund Section 419(e) and Section 79 welfare benefit plans.

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