Texas Court of Appeals, 3rd District (Austin) July 24, 2003, 03-02-00523-CV (New York Life Insurance Co. v. Miller)

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United States · · · 24-07-2003

OPINION

BEA ANN SMITH, Justice.

This case involves a dispute between two life-insurance agents over a large commission. Michael Coffey, an agent of New York Life Insurance Company, was asked by financial advisors of the CEO of Mary Kay Cosmetics to help implement a complex set of estate-planning transactions that included a “split dollar conversion” of a $10 million New York Life term policy.

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