ROBERTS v. AMERICAN MEDICAL SECURITY, INC.

Case No. 09-CV-356-GKF-TLW.

CLAY T. ROBERTS and CHARITABLE ESTATE COUNSELORS, INC., Plaintiffs, v. AMERICAN MEDICAL SECURITY, INC., UNITED WISCONSIN LIFE INSURANCE CO., AMERICAN MEDICAL SECURITY LIFE INSURANCE CO., MARTIN DALE, and THE DALE GROUP, Defendants.

United States District Court, N.D. Oklahoma.

June 11, 2012.


Attorney(s) appearing for the Case

Clay T Roberts, an individual, Plaintiff, Pro Se.

Charitable Estate Counselors, Inc., an Oklahoma corporation, Plaintiff, represented by Charles Loy Richardson , Richardson Richardson Boudreaux Keesling PLLC, David Royce Keesling , Richardson Richardson Boudreaux Keesling PLLC, Heidi L Shadid , Richardson Richardson Boudreaux Keesling PLLC, Jason Charles Messenger , Richardson Richardson Boudreaux Keesling PLLC & Melissa Ann East , Richardson Richardson Boudreaux Keesling PLLC.

American Medical Security, Inc., Defendant, represented by Andrew G Jubinsky , Figari & Davenport LLP, Bill E Davidoff , Figari & Davenport LLP & Christopher A Barrow , Barrow & Grimm PC.

United Wisconsin Life Insurance Co., Defendant, represented by Andrew G Jubinsky , Figari & Davenport LLP, Bill E Davidoff , Figari & Davenport LLP & Christopher A Barrow , Barrow & Grimm PC.

American Medical Security Life Insurance Co., and/or any successor in Interest, Defendant, represented by Andrew G Jubinsky , Figari & Davenport LLP, Bill E Davidoff , Figari & Davenport LLP & Christopher A Barrow , Barrow & Grimm PC.

Martin Dale, an individual, Defendant, represented by Andrew G Jubinsky , Figari & Davenport LLP, Bill E Davidoff , Figari & Davenport LLP & Christopher A Barrow , Barrow & Grimm PC.

Dale Group, The, a foreign corporation, and/or doing business as Martin G. Dale, Defendant, represented by Andrew G Jubinsky , Figari & Davenport LLP, Bill E Davidoff , Figari & Davenport LLP & Christopher A Barrow , Barrow & Grimm PC.

American Medical Security Life Insurance Co., and/or any successor in Interest, Counter Claimant, represented by Christopher A Barrow , Barrow & Grimm PC & Bill E Davidoff , Figari & Davenport LLP.

Clay T Roberts, an individual, Counter Defendant, Pro Se.

Charitable Estate Counselors, Inc., an Oklahoma corporation, Counter Defendant, represented by David Royce Keesling , Richardson Richardson Boudreaux Keesling PLLC, Heidi L Shadid , Richardson Richardson Boudreaux Keesling PLLC & Jason Charles Messenger , Richardson Richardson Boudreaux Keesling PLLC.


OPINION AND ORDER

GREGORY FRIZZELL, Chief Judge.

Before the court is the Motion for Summary Judgment [Dkt. #102] filed by defendants American Medical Security, Inc. ("AMS"), United Wisconsin Life Insurance Co. ("UWLIC"), Martin Dale ("Dale) and The Dale Group ("Dale Group").

This is the second of two lawsuits filed by plaintiffs, Clay T. Roberts ("Roberts") and Charitable Estate Counselors, Inc. ("CEC"), arising out of a 1996...

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