Insurer Says No Coverage For Poor Financial Advice Claims

By Ganesh Setty · July 23, 2025, 7:07 PM EDT

An insurer for a wealth management firm told a Tennessee federal court it should owe no coverage over two couples' arbitration petitions claiming that its CEO's advice to switch life insurers...

To view the full article, register now.

Documents

Case Information

Case Title

Markel American Insurance Company v. Wilkes et al

Case Number

3:25-cv-00816

Court

Tennessee Middle

Nature of Suit

Insurance

Date Filed

July 21, 2025