Legal Opinion

Ryan v. Salisbury

District Court, D. Hawaii

Decided May 14, 2019No. CIV. NO. 18-00406 ACK-RTPublishedCited by 11 opinions

1Opinion of the Court

Early on in his tenure as Plaintiff's financial advisor, Defendant Salisbury began investing Plaintiff's money and/or that of the Trust into annuities, among other investments. Id. ¶ 25. Defendant Salisbury, together with Defendant C. Salisbury, LLC and Accelerated Estate Planning, LLC (together, "the Salisbury Entities") caused Plaintiff to surrender certain annuities and move the money to different annuities with the promise that any surrender fees would be offset either by bonus monies or greater earnings of the new product (a process the Complaint calls "churning"). Id. ¶ 26. Defendant…

2Cases cited73 opinions

  1. Ashcroft v. IqbalSupreme Court of the United States · 2009
  2. Bell Atlantic Corp. v. TwomblySupreme Court of the United States · 2007
  3. Lujan v. Defenders of WildlifeSupreme Court of the United States · 1992
  4. Spokeo, Inc. v. RobinsSupreme Court of the United States · 2016
  5. Michael Lacey v. Joseph ArpaioCourt of Appeals for the Ninth Circuit · 2012

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3Cited by11 opinions

  1. Advanced Reimbursement Solutions LLC v. Aetna Life Insurance CompanyDistrict Court, D. Arizona · 2022
  2. Aquilina v. Certain Underwriters At Lloyd's LondonDistrict Court, D. Hawaii · 2020
  3. Blakeney v. KenworthyDistrict Court, D. Hawaii · 2020
  4. E Bruce Brimacombe v. William Russell Miller, et al.District Court, D. Arizona · 2026
  5. G.B. v. Government Of GuamDistrict Court, D. Guam · 2022

6 more not listed; retrieve them via the Exa API.

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