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CHOI v. SAGEMARK CONSULTING

No. H041569.

18 Cal.App.5th 308 (2017)

NELSON CHOI et al., Plaintiffs and Appellants, v. SAGEMARK CONSULTING et al., Defendants, Cross-complainants and Appellants; AMERICAN GENERAL LIFE INSURANCE CO., Cross-defendant and Respondent.

Court of Appeals of California, Sixth District.

November 16, 2017.

Attorney(s) appearing for the Case

O'Connor and Associates, John D. O'Connor and Jeffrey D. Kirk for Plaintiffs and Appellants.

Kaufman Dolowich & Voluck, Tad A. Devlin and Gabriel Rubin for Defendants, Cross-complainants and Appellants.

Edison McDowell & Hetherington, Raymond J. Tittmann , Amy B. Boyea , David T. McDowell and Charan M. Higbee for Cross-defendant and Respondent.

OPINION

This civil action arises from the provision of allegedly negligent and fraudulent financial planning advice involving a program for investment in life insurance and annuities under former section 412(i) of the Internal Revenue Code (the IRC section 412(i) Plan). Plaintiffs claim that defendants induced...

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