Robert D. Phillips, Jr.

• Defeated class certification in a national class action regarding index universal life sales.
• Represented life insurance companies in California class actions involving the sale of 403(b) (tax-sheltered) annuities.
• Defended a life insurance company in a nationwide class action litigation alleging the client breach the terms of its universal life policies by failing to reduce cost of insurance rates.
• Defended a life insurance company against claims for violation of California consumer protection laws.
• Won a dismissal of a nationwide class action alleging violations of civil RICO state and consumer protection statutes under the laws of four states, and state law fraud claims.
• Won a Ninth Circuit appeal of a favorable summary judgment in a national class action involving an index annuity matter.
• Won a six-week jury trial regarding an annuity suitability and financial advice case in Orange County, CA.
• Defeated class certification in a national class action involving index annuity sales and performance.
• Secured dismissal of a false advertising and labeling class action involving protein supplements in New York federal court.
• Won summary judgment in an annuity class action alleging noncompliance with disclosure statutes.

Robert D. Phillips, Jr., is a business litigator with decades of experience assisting numerous companies in high-stakes class actions and other litigation related to unfair competition, false advertising, privacy issues, product liability, labor and employment, life insurance, financial services, trade secret litigation, and food labeling.

Bo’s counsel extends to litigation involving financial products, consumer products, life insurance and annuity sales, advertising and labeling cases against manufacturers and retailers, employment issues, antitrust, and product liability.

In addition to serving clients throughout California, Bo serves as lead counsel in national class actions in jurisdictions across the country and has won numerous cases in state, federal, and appellate courts. Bo is recognized by Chambers USA in Insurance: Insurer (California), The Best Lawyers in America^® and has been named a “Client Service All-Star” by BTI Consulting Group.

Bar Admissions

• California
• U.S. Supreme Court

Education

• Duke University (J.D., 1978)
• Davidson College (B.A., 1974)

Memberships