Roth v. Equitable Life Assurance Society of the United States

ROY L. RICHTER, Judge.

Michael and Rosemary Roth (collectively “the Roths”) together with Michael Wax-enberg (“Waxenberg”) in his capacity as trustee of the Roth Family Irrevocable Trust appeal the trial court’s grant of summary judgment in favor of Equitable Life Assurance Society of the United States, AXA Advisors, LLC (together referred to as “AXA”), John Zeman (“Zeman”), and (AXA and Zeman collectively referred to as “Respondents”). We affirm.

Prior to the transactions giving rise to this action, the Roths had regularly invested in insurance, bonds, and brokerage accounts. In the 1990s, the…