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CONSUMERS LIrE INSURANCE
COMPANY,
IN THE COURT or COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
v.
: NO. 'I c ," ) i (;",( /.' " ,,~-'
:
WAYNE C. BAILEY,
Defendant
CIVIL ACTION - LAW
COIIPLAIII'l'
AND NOW, comes Plaintiff Consumers Lifo Insurance
Company, by its attorneys, Eckert Seamans Cherin , Mellott, and
files the following Complaint:
1. Plaintiff is Consumers Life Insurance Company
(hereinafter "ConsWlers"), a Pennsylvania corporation, with its
principal place of business at 1200 Camp Hill By-Pass, Camp Hill,
Cumberland County, Pennsylvania 17011.
2. Defendant is Wayne C. Bailey (hereinafter "Bailey"),
whose principal place of business, upon information and belief, is
at 279 River Street, Billerica, Massachusetts 01821.
3. Pursuant to a General Agent's Contract dated May 2,
1991 (hereinafter "Contract"), Defendant was appointed a general
agent of Plaintiff Consumers to solicit, bind, write and administer
insurance on behalf of Plaintiff. A true and correct copy of the
Contract is attached hereto and made a part hereof as Exhibit "A".
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4. On October 21, 1992, Con.umer. exerci.ed it. option
to t.rmin.t. D.fend.nt'. contr.ct pur.u.nt to p.ragr.ph 22 ther.of
[S.. Exhibit "A", f 22) A true and corr.ct copy of the t.rmin.tion
notic. i. attached h.reto .nd m.de a part h.r.of a. Exhibit "B".
5. Betw..n the .ffective date of the contr.ct and the
t.rain.tion d.te. th.reof, Con.um.r. .dvanced .ub.t.nti.l .u.. to
D.f.nd.nt.
6. The Contract provid.. that upon t.r.ination of the
.gr....nt for what.v.r caus., the amounts due Consumer. beco.e due
.nd p.yable by Def.ndant imm.diately. [5.. Exhibit "A", f 27)
7. Ae of October 21, 1992 the balance owing und.r
D.fend.nt'. Loan Agre.ment, with int.rest, totaled $55,376.00.
Int.r..t continu.. to accru..
8. De.pit. r.peat.d writt.n d.mands, the amount owing
re.ain. un..tief i.d. A true and corr.ct copy of such d..and i.
attllched hereto and made a part her.of ae Exhibit "C".
9. Def.ndant ha. co.mitted a material breach of the
ter.. of hi. G.neral Agent'e Contr.ct by failing to repay amount.
loan.d to hi. upon hi. t.rmination, a. agr..d to in the Contr.ct
[5.. Exhibit "A", f 27), and Plaintiff ha. been damaged thereby.
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2. n,e ~neral Alent. .ubjecI to the approval In each ca.e w,d under II.. ruin nnd relUlallons of the Company,
5Iulll hne authority 10 recommend alonl. to Ih. Company. n,e General Alentaill." to pay alenlS'lIcenso fee. charled
by the Insurance Depanment of the S,ale or Slales In which the Generlll Alent I. authorized to operale for all AgenlS
appolnled by lhe General Asent.
3. The G.n.ral Asenlln submltllng appllcallon. for agent.' appolntm.nll. .hlll Ulf the prlnt.d or wrlll.n forms of
a..rot.' contrlctl .upplled by the Company whleh shall be executed In triplicate and forwarded to the Company for
approvlll. The Company reserve. th. iillht at WIY lime to cancel or re.clnd the appointment of any .uch asent for any
reason whallocyer.
4. (I) Unle.. olherwi.. proYlded,lIl1 premluma on pollcle. (or contrlct.) written by or Ihrough Ihe General Asent.
Ifl.r the 011I premium th.reon, shall be collected by Ihe Company.
(b) The e..neral Asent shall be responsible to the Company for all busln... produced by Itself or It. Isent1.
employee. or other persons under Its supervision.
(c) The Generlll Asent alllees to Idemnlfy and saYe the Company hIlrmle.. from any and all exp.n.... costs.
causn of action and clamases r.sulllns from and In consequence of unauthorized acll or tran.acllons by It, Its agents,
.mploy.e. or olher persons under Its supervision.
S, (a) The Gen.ral As.nt at his own expense. shall equip and maintain ad.quat. ofOc. or ofOces, for the
transacllon of Its busln." and the Company shall nol be liabl. for any such expenses or oth.r promollonal expen..s
."cepl that the Company will furnish to Ihe General Asent appllcallon forms, specimen policy fornu. togelh.r with any
other printed material It, In Its judsment, may deem adYlsable.
(b) The Generlll Asent shall keep a true and correct record and k.ep books of accounts on all transacllons
arislns out of this contract and shall preserve and hold all documents. correspondence and records which come Into Its
ponn.lon or under Its control relallns to Ihe form of policies which It Is enlltled to .ollclt, sell and/or inue for Ihe
Company. The Company.. often.. It .0 deSires may make examlnallon of all of the books and records of the General
Asent .. It may deem nece"ary and the Generlll Asent shall do all thlnp nec."al)' to cooperate and a"Ist the Company
in makins such ."aminallon.
(c) In the ey.nt that this contracl shall be t.rmlnated for any r...on. the Gen.ral As.nt on d.mand, shall
return to the Company all pollcl" and oth.r prlnled material th.n unusod and In III hands and shall make avallabl. Ih.
books and records of the General Asent Insofar as they relate 10 Ih. busln.ss of the Company. to enabl. the Company to
make copies thereof,
6. (a) The General Asent shall solicit appllcallons for the Insurance and annullles h~reln mentioned. and use Its
best efforts 10 promote the business and welfare of the Company. The Company shall preSCribe Ihe form, plan and
character of the policy or pollcln for which appllcallons may be solicited. and may, from lime to lime, chanle, or
discontinue any plan, form or character of policy or policies, or contracll now or h.reafler In us.. The Company shall
prescribe Ihe premium r.te and policy f.es. If any, for such policy or policies, or contraotsand may chanle. decrease or
increase the said rates.
(b) The General Alent shall have no power 10 make or alter the policy or contract forms or conditions
contained therein, or walye any of the proYlslons or conditions thereof, or modify. alter or walye any of the Company's
rates.
7. (a) The General Alent shall endeayor 10 promote the Interests of the Company as contemplaled by this
conlract and shall so conduct Itself as not to affecI adyersely the business. lood standlnl or repullltlon of Itself or of the
Company.
(b) The General Asent agrees thai It will not nor will It permll any mlsrepresenlatlon. mlsleadlns S1atement or
Incomplete comparisons to be made by Itself, its a..nts or employees, orally or by any circulars, adyertlslns matter or
literature, which would be detrlmenlal to the Interests of the Company or In viola lion of any of the laWl, rules or
relUlatlons of any Federal, ..ale or City Deparlment or Bureau haylns jurisdiction thereof, nor will It violale or permit
the Ylolatlon of any of Ihe rules and relUlallons of Ihe Company.
(c) Unleu the prior wrlllen authorizallon of the Company Iw been obtained, General Asenlshall not use,
permit or cause the Company's name to be ulfd In any adyertlsement. circular or literature.
8. Th. General A..nt shall dellyer to the Company such proof of loss or oth.r eYldence of claim IS Is presented
and rued by the Insured or his beneOclal)', or any olher claimant to the Company, immediately upon Ihe receipt thereof.
9. The General A..nl, Its a..nts and employees. wllhJn the territory proscribed. .haI1 be free 10 e"erclse their own
sood judsmenl as 10 Ihe persons from whom Ihey will solicit insurance conlracts and the time and place of solicitation.
bUI Ihe Company may from lime to tlm. prescribe the rules and relUlallon respecllng Ihe conduct of the business
covered thereby. which rules and relUlallon shall be conformed to by the General AI.nt. Its a80nls and Itsemployees.
NOlhJns contalned in this contract shall be construed to create the relationship of employ.r and employee between Ihe
Company arod the General Agenl or its agonts. or its employees, The General Agent is hereby constituted and shall In all
respects conlinue to be an independent contractor.
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10. TransrnUt:l1 uf prel1liurn~.. dcpu~ils l.Ir olhl'r fUIIU1 re..:clvcll or paid tu litncml "go. '.1 flll 'Ilt' hl'fIt'lh ilf the
Company. or III Ihe COlllpallY's nalll.. .hall b. ~uverned by Ihe fulluwlll~ paragraph,
(a) The Agency shall relllll and lIa"'lIIl1lu th. CUlllpany dlreclly and prulllplly UPUI\ receipt. all ,uch fum".
gro.., wllhoul deducllon.
II. Th. General Agent shall furnl.h and keep In forc. a "und of Ind.lllnlly ..ecuted by a corp"'ale .urety
sallsfaclory to the Company, in such form and In .uch amount a. the Company may r.4ulre. condllloned for Ih. fallhful
ptrformance of Ihls contract and .han In".... Ih. amounl of .ald bond a. th. Company may require \11 ca.. Ihe
premium income of the Gen.ral Ag.nl b.com.. .uch as 10 requlr. a larger bond,
12. (a) The General Asent agre.s Ihal h. wtn nol. dir.clly or IIIdlrectly, ur In any mann.r whal.oever, payor
allow, or offer 10 payor allow, any r.bal. of Ih. Gen.ral Ag.nl commission. on any policy or conlracl Issu.d or
proposed 10 be iSlued by th. Company,
(b) Th. G.n.ral All<nl agr.es Ihal in Ih. .v.nl of th. callcenallon of any policy or conlra" by r.ason of
millepresentatlon or mlsund.nlandlng, olh.r I.gal cause, or. by mutual agr..m.nl of C.)mpany and hlsur.d. Ihat an
commbslons paid 10 Ih. General Agenl on .uch policies or cunllacls shan b. r.fund.d to Ih. Company and Ihe G.n.ral
Agenl shall have no righl or claim to :lilY commissions on .uch pollcl.s or conllam or damages by reason of allY .uch
rescllllons or canc.llallons.
(c) Th. General Ag.nl .h.1I r.fund ratably 10 the CompallY, on bu.lnes. herelofor. or her.afl.r wrill.n.
commbslon. on canc.lI.d polici.. allh. .am. ral. at which .uch commission. w.r. orlginany paid. If Ih. Gen.ral Agenl
hu succ..d.d to and carries on an ag.ncy form.rly conduct.d by anolh.r. Ih. Gen.ral Ag.nt .han pay r.lurn
commllllons on relurn pr.mlums of .uch bu.ines. as wa. wrlllen by Ihe pred..essor ag<ncy or ag.nl' in Ihe sam. l113nner
and 10 Ih. same e.t.nl as upon the G.n.ral Ag.nl" own bu.ln.ss. unles. the parties her.lo have .ptciflcally olh.lWlse
agr..d In writing. In case of impounding or holding in abeyanc. .,f pr.miums as a r..uh of any courl order or rul. of any
Insuranc. Deparlm.nl or olher lawful aUlhority, Ih. commission. .hall rtmain In abeyance in Ih. .ame malln.r and 10
th. .am. .xl.nl..lhe premlunu upon which .uch commission. are payabl..
13. No rlghl or int.resl ari.ing by Ihis Agr..m.nl .han be as.lgn.d by th. G.n.ral Ag.nl 10 any other person or
corporalion excepl by wrill.n con..nl of Ih. Company.
14. Forb.aranc., failure or n.g1.ct on Ih. pari of Ihe Company 10 .nforce any or an of Ihe provision. of W.
conlractshall nol b. construed.. a walv.r of .stoppel of any of Ihe right. or privUeges of Ihe Company. A waiv.r of a
past act or circumslanc. shall nol con.litule or b. deem.d a cou". of conducl or walv.r of a subsequ.nl acl or
circum.tance.
IS. The Gen.ral Agent agree. that it wlU nol knowingly issue or deliver, or pe,mltthe issuance or delivery of any
policies of Insurance unles. the appllcanll. in .ound health, free from impalrmenl and inflrmilY and is an in.urable rI.k
wlthoul .peclal condlllon. or rallng from an underwriting 'Iandpolnt wilhout Ihe prior wrillen consenl of the Company
In each In.tanc.. It shall cause each of Its agenls and employe.s 10 .ubscrlbe 10 and enforce Ihel.lms hereof and of an
other provisions of Ihls Agreem.nt pertaining 10 G.neral Agenls, ag.nts and employe.s.
16. The Gen.ral Agent agr... that it wtll abld. by all of Ih. laws, rul.s and r.gulatlons of any Federal, Stale and
City gov.mm.nt, deparlment or bureau having jurisdiction or .upervislon ov.r insurance and Ihe conducl of sueh
busln.1I In any ph.... Ihereof, and failure 10 comply with any of sald laws, rule. or regulalions shall conslllUle a
viola lion and br.ach of this contracl. Suspension or cancellallon of the IIcen.. of the Gen.ral Agent or of on. of Ihe
principals, part lie" or principal ornc." Ihereof by any such governmental authorilles, .hall be cause for Immediate
termlnallon of Ihis Agreement.
17. This contract shall be void should th. Company c.... to do busin.ss involuntarily in Iheterrllory embraced In
th. Contract. Th. conlract shallll1so become void and Ineffective should Ihe General Agent be unable to perform under
III I.rms and condJtions by reason of Ihe cancellation or Ih. denial of a IIc.n.. to II as an agency by an insurance
department having jurisdJction OVer Ihe lerrilory embraced In this contract. lhe General Agenl or Ihe licensed principals
(or partne,,) thereof. If Ihe C.eneral Agenl shall fail to comply or perform any of the lerms or covenants of Ihls
Agreemenl, Ihe Company .haJJ give 10 Ihe General Agent. len days wrlllen nollce 10 remedy Ihe all.ll<d non..:ompliance
and upon failure 10 do so within th. .aid len days. Ihls conlract. althe opllon of rhe Company. shall become void and
ineffecllve.
18. Should a Superintendent of Insurance in Ihe Sl3les in which Ihi. Company operaled. de"ee or order lhatlhe
Company shall c.... Issuing any form or furms or the conlracls or polici.s her.ln m.ntioned, Ihen Ihis contract shall be
void as to such form or fornu of conlracls or pullcles Ihatthe Company may be obliged 10 dlscontinu.. Should any courl
of competent jurisdiction l113ke any decision which would prevenl Ihe Company from issuing any form or policy herein
mention.d. Ihen Ihe contract ,hall be void.. 10 Ihal particular form or form. of conlracts or pollcl... The provisions of
Ihls paragraph .hall apply only 10 Ihe State or lerrilory Involved.
19. The c.en.ral Agent shall have no power or aUlhorlty olher Ihan as sp""lied In Ihl. conlracl unle.. specifically
granted by Ihe Company in wrillng.
20. The General Agent agrees that :t11 applil:atiol\s for (onlr3l;1,\ I)r PIlIi(Il':i ~lllll.:ltcd. by it shail be forwarded to Ihe
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Company promptly tugether Wilh any other ul1lh.',writing forms or information ,elaling to till: applicant fur the pulicy
whether nromptl)' submitted with the applicatiun or t)thcrwi~ ohtaincd.
21. (3) The Cumpany agr.e, I<> pay 10 Ih. {;.neral Ag.nl dnrlng Ih. cuntinuance of Ihl, agreemenl and Ih.
('.enera! Agent agrees to uc:cept as full cumpensation fur all the scr\'kcs lu be rendered by Hself, at$ Ilgenb and employees
10 Ihe Cumpany a. set fO/lh In Ihi, contracl (incluslv, of all cush and .xp.n... uf Ihe General Agenl, its agenl. and
employee.), commissiuns ba..d upon Ihe premium. cull.cl.d and paid lU lh. Company un fuono uf cunlracl. ur pulici..,
herein mentiuned and $Old by Ihe Agency as .el f",:h in lh. Rider. "Sch.dule ufCunnni"lun.... herelu an.ched,
(b) The Company shall have Ihe righl lu uH..I again.1 any compensatiun due Ihe Ceneral Agenl, any deb Is
now due or which may become due frum Ihe General Agerol al any Iimc, and such obligations shall be. nnlllen .plnS!
compensation no,,' or here.fler due Ihe General Agenl under Ihis Agreemenl.
u. (a) This conllacl ,hall conlinue in force unle.. Ihe Gener.1 Asenl viol...s any oflhelerms or breach.. Iny of
the covenln's herein provided for, or unless olherwi,elerminaled, Eilher pany may lerminalelhls conlracl by giving Ihiny
(30) dlys notice in writing 10 Ihe olher. Shuuld Ihiscunllacl bc lerminaled by eilher pany. renewal comml..ions if pay'
Ibl., shall be governed by separale agreement herelo anached.
23. If Ihe General Agenl shall .1 any time induc. any puJi<yhulder uf Ihe Cumpany to lerminale his Insurance
with Ih. Company or lu replace it wilh any ulher insurer. Ihen Ih. Gen.ral Ag.nl's Inlerestin .nd righlslo any renewal
commissions ur service fees shall immedialely c.... and lerminate.
24. (a) The General Agenl will be paid cummissiuns in accurdance with Ihe Cununlsslun Schedule which Is made a
pi . of Ihb Agreemenl, subjecl lu all of Ihe provisions uf Ihls Agre.menl. un pr.mlums paid 10 Ihe Company In cash on
polideslssued by Ihe Company upon appllcatiuns procured by Ih. Gen.ral Agenl and/or Ag.nts.
(b) The Commission Schedule, which is made a parI of Ihis Agreemenl, may be changed al.ny time, bUI only
wilh r.speello applications received by Ihe Cumpany afler such change.
(c) If a pullcy, issued on any appllcaliuns ,ubrnined by the General Agenl and/or his Agenls. where Ihe
p,emlum paymen', exceeds forly.five (45) days pa'" Ihe expiraliun uf Ihe due date, Ihe General Agenl shall have no
f~hher I ,Ieresl 0, any kind in such pullcy If il is reinslaled al any laler dale, unlesslhe General Agenland/or Alenl of
Ihe General Agenl effe<:lS Ihe relnslalemenls.
(d) If a policy is changed or converled 10 a new policy on an application procured by Ihe General Agenl
and/or hlJ Agenls or, if a new policy is issued and an exbting pulicy on Ihe same life Is lerminaled wllhin six (6) monlhs
-,oforo or afler Ihe issue of the new policy, commissions payable un Ihe new pullcy shall be delermlned by our Rules and
ReBUlallons currenl allhe lime of such chan2e ur new Issue.
(0) Commissions for plans which ale nOllisted in Ihe Cummission S,'hedule will be quoled in accordance wilh
our Rules and ReBUlaliuns.
25. In Ihe evenl of Ihe lerminallon of Ihis Agreemenl (for any reason, including dealh or disability), the General
Aienl or his lepl representallve shall conllnue 10 receive commissions in accordance wilh Ihe Commission Schedule 10
the exlenl Ihal luch commissions shall be receivable from premiums on policies Ihrough the 10lh year provided a
mlnlmulll of $100.00 renewal commission il due and payable wilhin a Iwelve (12) monlh period; how..ver, If such
termlnallon .occurs within une (I) year frum Ihe dale of Ihls Agreemenl, Ihe Gener:1l Agenl or hb lepl represenlallve
shall conllnue 10 receive only Ihc nnl year commissions as provided fur in Ihe Commission Schedule.
26. ()olrlnr the conllnuance of Ihis Agreemenl you will be paid a continued Service Fee on Ihe premium paid In
cuh 10 Ihe Company In accordance wilh Ihe rale as shuwn in Ihe Cummission Schedule.
27. In the ovenloflhe lemlinl.ion ofthis Agreemenl for Iny reason. includinldeathordisabillly, the Gener.1 Alenl
or hillel.1 repres.nllllve shill PlY 10 the Company on demand any debll ballnee clrried on the General Alent'.lccount
Ind any olher indebledness due Ihe Company. Iflhe General Agenl is a Corporalion, Pannership or other .ntity, III prin-
cipII. who Irt .. censed with Ihe Company shall be joinlly and severally liable to Ihe Com piny to the .Ime extenl a. the
Generll Agenl.
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