Case 4:10-cv-09198-JVS -RNB Document 308 Filed 08/27/12 Page1of5 Page ID #:14147
1 | KASOWITZ, BENSON, TORRES & FRIEDMAN LLP CHARLES N. FREIBERG (SBN 70890)
KASOWITZ, BENSON, TORRES & FRIEDMAN LLP
101 CALIFORNIA STREET, SUITE 2300 SAN FRANCISCO, CALIFORNIA 94111
4 || Telephone: (415) 421-6140 Facsimile: (415) 398-5030 . LEVINE & MILLER 6 | HARVEY R. LEVINE (SBN 61879) CRAIG A. MILLER (SBN 116030) 7 || LEVINE & MILLER 550 West C Street, Suite 1810 g || San Diego, CA 92101-8596 Telephone: (619) 231-9449 g || Facsimile: (619) 231-8638 19 || Attorneys for Plaintiffs JOYCE WALKER, KIM BRUCE HOWLETT, 11 | and MURIEL SPOONER, on behalf of themselves and all others similarly situated 12 13 UNITED STATES DISTRICT COURT 14 CENTRAL DISTRICT OF CALIFORNIA 15 16 JOYCE WALKER, KIM BRUCE CLASS ACTION HOWLETT, and MURIEL es SPOONER, on behalf of themselves CASE NO.: CV 10-9198 JVS (RNBx) and all others similarly situated, 18 Plaintiffs, — Case No.: 3:10-cv -04852 19 ; from Northern District of California EXHIBITS D AND H TO se eee COUTHWIST ace Y OF | DECLARATION OF JACOB N. 21 || corporation ; FOSTER REGARDING LSW’S “2 Defendant. | DECLARATION OF TIMOTHY 73 PERLA 74 Judge James V. Selna 95 Date: September 10, 2012 Time: 1:30 p.m. 6 Courtroom: 10C 27
BRIAN P. BROSNAHAN (SBN 112894)
JACOB N. FOSTER (SBN 250785) 101 California Street, Suite 2300 San Francisco, California 94111
EXHIBTS D AND H TO DECLARATION OF JACOB N. FOSTER REGARDING LSW’S MARKETING DOCUMENTS
ase No. CV 10-9198 JVS (RNBx)
Case 2:10-cv-09198-JVS -RNB Document 308 Filed 08/27/12 Page2of5 Page I/D #:14148
LIV age Be OLANAN91 9S2RVS3RNB Document 308 Filed 08/27/12 Page 3 of factPage ID #:14149
Om
NATIONAL LIFE
Date
Name Address City, State zip
Re: Policy No.[ J Dear{ ]
As the newly appointed servicing agent on your National Life Insurance Company life insurance policy, I'd like to take a moment to introduce myself. Since the agent from whom you purchased your policy is no longer with the company, your policy has been referred to me, should you require SOrVIce,
__If'it has been awhile since you reviewed your policy ard the coverage it is providing, I would be happy to meet with you at your convenience to go over its current values and answer any questions you may have. Many policyholders find that this type of annual review results in a more efficient
insurance program.
Enclosed is a request form to service your policy. Please sign and mail it back to me in the enclosed postage-paid envelope. If you have immediate needs or questions, please feel free to contact me by telephone: (323) 482-4284 or email: sy_michael@nlvmail.com.
I look forward to working with you and to providing the level of service you expect from National Life.
Sincerely,
Michael S. Sy, CFP® Registered Representative, Equity Services, Inc. CA Insurance License 40742582
TC45366(1 108)
Michael Sy ts a Registered Representative of, and securities are offered solely by, Equity Services, inc., Member FINRA/SIPC, 8383 Wilshire Blvd, Suite 450, Beverly Hills, CA 90211 Tel: (323) 635-9998,
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Hay WILSHIRE BLVD, SUCTR 450° BEVERLY HILLS, CALIFORNIA 992517 Thts 329 655-9998 "FAN: $23 695-2336 National Life lasariitee Connpaany* rsie Office: Mottpelier, Vermont J5GU04
LSW 00015146 LSW00015146
Confidential
Case 2:10-cv-09198-JVS -RNB Document 308 _ Filed 08/27/12 Page4of5 Page ID #:14150
Case 2:10-cv-09198-JVS -RNB
Document 308
Filed 08/27/12 Page5of5 Page !D
#:14151
NATIONAL LIFE INSURANCE COMPANY
Lire INSURANCE COMPANY OF THE SOUTHWEST
members of
NATIONAL LIFE
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It is comrnon knowledge that life can change quickly. What may not be common knowledge is that you should have your insurance coverage reviewed on a regular basis to ensure it can still meet your protection needs based on those life changes.
If you have encountered any of these changes, then it is important to evaluate how these may affect your coverage needs. A financial representative can help you determine the appropriate modifications that may need to be made to ensure your policy can adequately meet your life needs.
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Smart planning means regularly evaluating your current life circumstances, the changes that have occurred and how they may impact your coverage needs.
Chances are there have been significant changes in your life since you purchased your policy. Take a moment to consider the following.
Or, it may be that your coverage is still sufficient and no changes need to be made to your policy. In that case, you can breathe easy knowing you are adequately protected in the event your policy benefits should be needed.
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National Life Home Office: One National Life Drive, Montpelier, Vermont 05604 + (888) 297-3990 » www.nationallife.com. LSW Home Office: 1300 West Mockingbird Lane, Dallas, Texas 75247 +« (800) 579-2878 - www.lifeofsouthwest.com.
National Life Group? is a trade name of National Life Insurance Company and its affiliates. Life Insurance Company of the Southwest (LSW) is not an authorized insurer in New York and does not do any insurance business in New York. Each cornpany of National Life Group is solely responsible for its own financial condition and contractual obligations.
Confidential
LSW 00016217