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ERISA Retirement Income Working Group – (A) – NAIC 2012 Spring – REGULATORY FRAMEWORK (B) TASK FORCE – Minutes (3-3-12) …………………….. 7-50 ERISA (B) Working Group – Minutes (3-3-12) …………………………………………………………………… 7-56 Fred Nepple, Chair Wisconsin   “ERISA Retirement Income – https://naic.soutronglobal.net/Portal/Public/en-GB/SearchResults 2012 NAIC Proceedings 2013 NAIC Proceedings  2013 08 – Report – NAIC – State…

DOL – EBSA – 1210-AB32 Brian H. Graff – The American Society of Pension Professionals and Actuaries (ASPPA), the National Association of Independent Retirement Plan Advisors (NAIRPA), and the Council of Independent 401(k) Recordkeepers (CIKR) – 4p <WishList> – A recent survey of plan sponsors reported that 60 percent of small business plan owners indicated they…

DOL – Fiduciary Rule – Outline DOL – Fiduciary Rule – [BonkNote] DOL – Fiduciary Rule – Outline – [BonkNote] DOL – Conflict of Interest Final Rule Historical Information   DOL – Definition of the Term “Fiduciary” Proposed Rule – Historical Information federalregister.gov/documents/2010/10/22/2010-26236/definition-of-the-term-fiduciary   dol.gov/agencies/ebsa/laws-and-regulations/rules-and-regulations/public-comments/1210-AB32 The information on this page relates to the October 2010 Notice of…

Double the Death Benefit You have just indicated the mechanism of the enhancement as a possibility, I think we are going to have to seriously look at things like that as the decade goes on if this least likely of all possible economic worlds continues to hold. —  Dale Gustafson, Northwestern Mutual 1980 – SOA – Treatment of…

SOA – No Written Record 1995 – SOA – Sessions With No Written Record – 6p  

Wars Illustration Wars 1989 – SOA – Illustration Wars, Society of Actuaries – 14p 2023 0705 – BetterWealth – Expert Reviews Whole Life Insurance, IUL’s, and Annuities – [Bobby Samuelson]  —  [BonkNote]  —  [VIDEO-YouTube-01:14:13] 30 – Bobby Samuelson – Agnostic on Product.  Product vs Illustration.  Story – IUL Sales History, What is good IUL? Before, later….no rules for illustrating IUL.. Helped…

JFK – Insurance Connections Richard Giesbrecht – Insurance Salesman – Winnepeg, Canada 2024 0413 – CBC – JFK’s assassination: Winnipeg man said he heard inside info – [VIDEO-YouTube-10:24] Description: Insurance salesman Richard Giesbrecht was interviewed by the FBI after he told RCMP about a conversation he allegedly heard months after the 35th president of the…

Search – Google – Terms “trial exhibit” “life insurance” “location” 2021 Spring – ABA-Litigation – Demonstrative Evidence: Tell and Show, by Jennifer L. Keller and Chase A. Scolnick, American Bar Association, VOL. 47 NO. 3 – p43-48 – 68p (p44) – Trial counsel used the following graphic in a bellwether trial challenging an insurer’s products: The plaintiffs…

DOL – Fiduciary Rule – Gaps 2023 – GOV – Aren’t any Gaps SEC – Best Interest Rule NAIC – Annuity Suitability GAP – Life Insurance – Indexed Universal Life / Universal Life / 401k, 72T, SEPP, IRA Doug Andrew, etc CFA – Consumer Federation of America 2017 0731 – Letter – CFA to NAIC…

Annuity Suitability Working Group – (A) – NAIC carltonfields.com/insights/expect-focus/2018/another-bout-in-the-naic-best-interest-standard-ti In response to the National Association of Insurance Commissioners’ (NAIC) Annuity Suitability Working Group’s (Suitability WG) proposed revisions to the “Suitability and Best Interest Standard of Conduct in Annuity Transactions Model Regulation” (Model), 23 comment letters were submitted by regulators, consumer groups, industry groups, and companies…