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TROTH v. WARFIELD

Case No. 3:19-CV-1106-JD-MGG.

495 F.Supp.3d 729 (2020)

David TROTH and Jari Troth, Plaintiffs, v. Seth WARFIELD, et al., Defendants.

United States District Court, N.D. Indiana, South Bend Division.

Signed October 20, 2020.

Attorney(s) appearing for the Case

Joseph R. May, Joe May Law LLC, Hebron, IN, for Plaintiffs.

Michael A. Kreppein, James R. Williams, Wilson Elser Moskowitz Edelman & Dicker LLP, Merrillville, IN, for Defendant Seth Warfield.

Alexander M. Beeman, Anthony L. Holton, Reminger Co., LPA, Indianapolis, IN, for Defendants Gary Aiello, Capital Keystone Group Inc.

Kristopher N. Kazmierczak, Katz Korin Cunningham PC, Indianapolis, IN, Jason A. Richardson, McDowell Hetherington LLP, Houston, TX, for Defendant PHL Variable Insurance Company.

PHL Variable Insurance Company, Houston, TX, pro se.

OPINION AND ORDER

In 2017, David Troth was interested in retiring from his job. David and his wife Jari approached Seth Warfield, seeking guidance on retirement plans. The Troths followed Mr. Warfield's advice and Mr. Troth retired in late 2017. Upon receiving his first benefits check...

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