Texas woman alleges she is entitled to life insurance policy benefits

By Ma. Angelica Saylo Pilo | Jun 16, 2017

CLEARWATER – A Texas woman is seeking declaratory relief from the court regarding the benefits from two life insurance policies.

CLEARWATER – A Texas woman is seeking declaratory relief from the court regarding the benefits from two life insurance policies.

Carol C. Schultz filed a complaint on May 22 in the 6th Judicial Circuit of Florida - Pinellas County against Fidelity & Guaranty Life Insurance Co., United of Omaha Life Insurance Co. and Karen Schultz seeking declaratory relief.

According to the complaint, the plaintiff was listed as the primary beneficiary for life insurance policies issued by the defendants to Louis M. Schultz, who passed away in December 2016. Karen Schultz is listed as the contingent beneficiary for the policies, the suit states. 

The plaintiff holds Fidelity & Guaranty Life Insurance Co., United of Omaha Life Insurance Co. and Schultz responsible because the defendant insurance companies allegedly contend that plaintiff is not entitled to the benefits under policy numbers L0048789 and BU1111873.

The plaintiff requests a trial by jury and seeks declaration the she is entitled to the benefits under said policies, award for attorney's fees, costs and all further relief that the court may deem just and proper. She is represented by Jason A. Herman of Herman & Wells PA in Pinellas Park and Matthew D. Powell of MattLaw in Tampa.

6th Judicial Circuit of Florida - Pinellas County case number 17-003149-CI

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6th Judicial Circuit of Florida - Pinellas County Herman & Wells PA MattLaw Mutual of Omaha Life Insurance Company

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