Presentations Archives

CMN Member Joe Jeffery was one of the panelists in a lively and entertaining presentation about the recent settlement between the U.S. Department of Labor and Prudential Insurance Company of America concerning the latter’s past denials of group supplemental life insurance claims due to lack of evidence of insurability.

The presentation was part of the 48th Annual ABA TIPS Midwinter Symposium on Employee Benefits, ERISA, Life, Health & Disability Insurance and Insurance Regulation held in late February 2024.

Joe was joined by co-panelists Logan Gould of Symetra Life Insurance Company, Theodore F. Glockner of The Guardian Life Insurance Company of America, and Brent Brehm of Kantor & Kantor, LLP. The panel was moderated by Rebecca K. Bryant of Dearborn Life Insurance Company.

Julie Wall spoke at DRI’s Life, Health, Disability & ERISA Seminar in Boston on April 11, 2018.  The topic was “Affirmative Claims in ERISA actions.”

Julie Wall spoke at the American Conference Institute’s ERISA Litigation conference in New York City in October 2015.  The topic was “Enforcement of ERISA Plan Limitation Provisions in the Post-Heimeshoff World.

Presentation Document

Julie Wall spoke at DRI’s Life, Health, Disability & ERISA Seminar in Washington, D.C. in April 2015.  The topic was “Name That Case! Cases You Should Know and Cite.”

Elizabeth Doolin spoke at DRI’s Life, Health & Disability Committee Annual Meeting and Seminar in Chicago in April 2014.  The topic was “Advanced Issues in Life Insurance: STOLI Wars and Interpleader Challenges.”

David Schmidt spoke at the 2014 Eastern Claims Conference in New York City on February 24, 2014. The topic was “ERISA Update.”  See attached article.

Presentation Document

Don Murday spoke at the 2014 Eastern Claims Conference in New York City on February 24, 2014. This year, the topic was “Show Me The Money — Name them, Find them, Pay them!”  See attached article.

Presentation Document