Julian v. Senior Life Insurance Company

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UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF KANSAS
JAMES JULIAN,
Plaintiff,
v.
SENIOR LIFE INSURANCE COMPANY
and SENIOR MARKETING GROUP,
INC., d/b/a/ SMIG, Inc.
Defendants.
SENIOR LIFE INSURANCE COMPANY,
Third-Party Plaintiff,
v.
AARON CARDWELL and
JORDAN SHAMOONI,
Third-Party Defendants.
Case No. 25-2228-JWB-GEB
ORDER
The Court held a discovery conference in this matter. Plaintiff appeared through counsel
Stewart Pollock and Paul Thoma. Defendant/Third-Party Plaintiff Senior Life Insurance Company
(“Senior Life”) appeared through counsel Robert Curtis. Third-Party Defendant Jordan Shamooni,
pro se, appeared by videoconference. During the conference, Plaintiff raised an Oral Motion to
Compel Compliance with Subpoena Duces Tecum (“Motion”) (ECF No. 58). After discussion,
the Court GRANTED in part and DENIED in part Plaintiff’s Motion, made the following
rulings, and set the following deadlines:
- The temporal scope for all requests in the subpoena duces tecum to Mr. Shamooni is
initially limited to March 1, 2024 through December 31, 2024.
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- Mr. Shamooni shall request the phone records sought in the subpoena from his carrier
as soon as possible, and no later than February 6, 2026.
- Plaintiff and/or Mr. Shamooni shall serve a request for production on Senior Life for
documents in Mr. Shamooni’s agent portal for the period January 1, 2024 through
December 31, 2024 as discussed during the conference, no later than February 6, 2026.
- The Court is inclined to think the parties will need to amend the current Protective
Order (ECF No. 16). The parties shall confer by February 10, 2026 to discuss such an
amendment, particularly reviewing the categories of documents which may be
designated as Confidential Information and whether any increased level of protection
for any category of documents is needed. Counsel shall take the lead on the preparation
of a proposed Amended Protective Order, and the parties shall submit their proposed
order to the undersigned’s chambers no later than February 13, 2026.
- Senior Life shall produce documents responsive to Plaintiff and/or Mr. Shamooni’s
request for production by February 24, 2026.
- Mr. Shamooni shall produce his phone records; communications with his parents
regarding the subject litigation, and if none identify the names of his parents; and
produce his 2024 1099 from Senior Life to all counsel of record by February 24, 2026.
- All documents in Mr. Shamooni’s production shall be considered Confidential
Information as discussed during the conference. If, after reviewing Mr. Shamooni’s
production, any party disagrees regarding the Confidential Information designation, the
parties shall confer and if no agreement is reached request a conference from the
undersigned.
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- For the reasons discussed during the conference, Plaintiff’s request for attorney’s fees
associated with his premature Motion to Compel (ECF No. 46) and attendance at the
discovery conference is denied.
IT IS SO ORDERED.
Dated: February 5, 2026.
s/ Gwynne E. Birzer
GWYNNE E. BIRZER
U.S. Magistrate Judge
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