Magistrate Judge Orders Trustee To Produce Internal Policies Documents

TULSA, Okla. – The trustee of a life insurance policy must produce any company internal policy or procedures for opening a fiduciary account or processing insurance applications, an Oklahoma federal magistrate ruled Aug. 4, granting an insurer’s motion to compel (Wells Fargo Bank, as trustee of the Joe Dicesare 2008 Irrevocable Life Insurance Trust v. The Lincoln National Life Insurance Co., No. 10-cv-703, N.D. Okla.; 2011 U.S. Dist. LEXIS 8641).
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