James Obtains Summary Judgment for Insurance Agent and Agency


Paul James recently received Summary Judgment in favor of a local insurance agent and agency in the Tallapoosa County Circuit Court.  In the case, the Plaintiff alleged fraud in the sale of a life insurance policy with an annuity rider.  Specifically, the Plaintiff claimed he wanted only the annuity portion of the policy and claimed misrepresentations were made both orally and in writing to him at the time of presentation.  The defense countered by pointing out that material disclosures, in writing, were made to the Plaintiff at the time of presentation and that the Plaintiff knew or should have known exactly what they were purchasing based on the written documentation provided to him by the agent.