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Mc, Curley Page 2 broker), and that broker would generally divide the commission with Mc, Curley. In August of 2008, after Lockhart's then-girlfriend Jody Sheppard had simply end up being a certified insurance representative, Lockhart started referring and introducing prospective group health, term life, and long-lasting care insurance coverage customers to Sheppard, who at one point later worked for the Stevens Group, a rival of Mc, Curley's agency.

Some of the clients who Lockhart referred or presented to Sheppard were existing Mc, Curley residential or commercial property and casualty customers who were being serviced by authorized recommendation markets. Likewise in August of 2008, Lockhart developed a Web domain for his side service, Lockhart Associates. He communicated with Sheppard with an email address with the Lockhart Associates domain.

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In this respect, in 2007 Lockhart requested and was reappointed as an agent for Illinois Mutual Life, with whom he had a preexisting relationship. Lockhart admitted that did not reveal any of these side negotiations to Mc, Curley or obtain Mc, Curley's authorization to participate in them on the side.

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Lockhart did confess that in February of 2009 he solicited Mc, Curley customers to purchase long-lasting care Lockhart v. Mc, Curley Page 3 insurance coverage from Mass, Mutual through Sheppard. After Mc, Curley discovered of Lockhart's side transactions, he fired Lockhart on April 23, 2009. Afterwards, Lockhart's computer at Mc, Curley's agency was analyzed, and it was identified that Lockhart had actually copied secret information onto a thumb drive about 10 days prior to he was fired.

Lockhart likewise confessed that, after he was terminated, he caused or attempted to trigger Mc, Curley customers who had actually been his clients to move their company far from Mc, Curley. Sanctions Mc, Curley sued Lockhart five weeks after shooting him and obtained a temporary limiting order. After a hearing, the high court entered a short-lived injunction, which was appealed to this court (and affirmed on March 10, 2010).

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Mc, Curley, No. 10-09-00240-CV, 2010 WL 966029 (Tex. App. Waco Mar. 10, 2010, no family pet.) (mem. op.). On  Also Found Here , Mc, Curley served discovery (ask for admission and production and interrogatories) on Lockhart. Mc, Curley submitted 3 movements to compel discovery actions in February of 2010. The movements also sought sanctions in the kind of lawyer's charges and extra sanctions as are just.