Some Known Incorrect Statements About Scott Lockhart - Disruptive Advertising

Mc, Curley Page 2 broker), which broker would generally divide the commission with Mc, Curley. In Showcase IDX of 2008, after Lockhart's then-girlfriend Jody Sheppard had just become a certified insurance agent, Lockhart started referring and presenting potential group health, term life, and long-term care insurance customers to Sheppard, who at one point later on worked for the Stevens Group, a competitor of Mc, Curley's company.

A few of the customers who Lockhart referred or introduced to Sheppard were existing Mc, Curley home and casualty consumers who were being serviced by licensed recommendation markets. Also in August of 2008, Lockhart created a Web domain name for his side organization, Lockhart Associates. He communicated with Sheppard with an email address with the Lockhart Associates domain.

In this regard, in 2007 Lockhart made an application for and was reappointed as an agent for Illinois Mutual Life, with whom he had a preexisting relationship. Lockhart confessed that did not divulge any of these side transactions to Mc, Curley or acquire Mc, Curley's authorization to take part in them on the side.

Lockhart did admit that in February of 2009 he solicited Mc, Curley clients to purchase long-term care Lockhart v. Mc, Curley Page 3 insurance coverage from Mass, Mutual through Sheppard. After Mc, Curley learned of Lockhart's side transactions, he fired Lockhart on April 23, 2009. Thereafter, Lockhart's computer system at Mc, Curley's agency was examined, and it was determined that Lockhart had copied secret information onto a thumb drive about ten days prior to he was fired.

Lockhart also confessed that, after he was terminated, he caused or attempted to trigger Mc, Curley customers who had been his clients to move their organization away from Mc, Curley. Sanctions Mc, Curley sued Lockhart 5 weeks after firing him and obtained a short-lived limiting order. After a hearing, the high court entered a temporary injunction, which was attracted this court (and verified on March 10, 2010).

Mc, Curley, No. 10-09-00240-CV, 2010 WL 966029 (Tex. App. Waco Mar. 10, 2010, no pet.) (mem. op.). Meanwhile, Mc, Curley served discovery (requests for admission and production and interrogatories) on Lockhart. Mc, Curley filed three movements to compel discovery responses in February of 2010. The motions also looked for sanctions in the kind of lawyer's fees and extra sanctions as are just.