Brighton Trustees LLC v. The Lincoln National Life Insurance Company

IN THE UNITED STATES DISTRICT COURT FOR THE EASTERN DISTRICT OF PENNSYLVANIA BRIGHTON TRUSTEES, LLC et al., Plaintiffs, CIVIL ACTION v. NO. 23-2251 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, Defendant. Pappert, J. August 14, 2024 MEMORANDUM The Plaintiffs moved to compel Lincoln National Life Insurance Company to produce two sets of documents: (1) certain materials relating to Lincoln’s illustration testing (a process where Lincoln, inter alia, models its insurance policies’ benefits) and (2) certain actuarial memoranda that Lincoln submitted to its regulators. After extensive briefing and…