Media
2024 0408 – WinkIntel – And Yes, Life Insurance Illustrations are Broken for All Types of Life Insurance, by Sheryl J. Moore
2024 0408 – WinkIntel – And Yes, Life Insurance Illustrations are Broken for All Types of Life Insurance, by Sheryl J. Moore 2024 0408 – WinkIntel – And Yes, Life Insurance Illustrations are Broken for All Types of Life Insurance, by Sheryl J. Moore — [BonkNote] — [link] Given this experience, I take issue…
Read MoreDOL – Fiduciary Rule – Media
DOL – Fiduciary Rule – Media 2016 04 – Morningstar – New Fiduciary Rule More Pro-Investor Than Previous Iteration – [Scott Cooley] – [VIDEO-YouTube-05:04] 2016 0628 – Morningstar – The DOL Fiduciary Rule: Winners and Losers – [Michael Kitces] – [VIDEO-YouTube-09:50] RIAs Products Distribution vs Advice 2 – Training 3 – CFP, Broker-Dealer – Fee-Based…
Read MoreInvestmentNews
InvestmentNews investmentnews.com/ 2018 0718 – InvestmentNews.com – State insurance commissioners don’t include life products in their annuity suitability reform, by Mark Schoeff Jr. – [link] “We see no rationale for applying a best-interest standard or ‘suitability-plus’ standard of care to a fixed-indexed annuity transaction but not to an indexed universal life insurance transaction, or for applying…
Read MoreInsurance Observer
Insurance Observer insuranceobserver.com/ Schiff’s Insurance Observer: The World’s Most Dangerous Insurance Publication™. originally called Emerson, Reid’s Insurance Observer David Schiff 1998 05 – InsuranceObserver.com – 9p Who Owns a Mutual Insurance Company – The Devil Inside Sandy Weill Indeed, we were unaware that Sandy Weill, Travelers’ chairman and CEO, was such a bluenosed prig, especially in light…
Read More1994 0308 – NYT – Regulators Seek Limits on Insurer Sales Pitches, by Michael Quint
1994 0308 – NYT – Regulators Seek Limits on Insurer Sales Pitches, by Michael Quint 1994 0308 – NYT – Regulators Seek Limits on Insurer Sales Pitches, by Michael Quint — [BonkNote] — [link] NAIC, Illustrations, NALU State insurance regulators are moving closer to sharply limiting how sales agents may describe the future benefits of…
Read More2022 0603 – Retirement Income Journal – NAIC Reassures Congress on Private Equity-Led Insurers, By Kerry Pechter
2022 0603 – Retirement Income Journal – NAIC Reassures Congress on Private Equity-Led Insurers, By Kerry Pechter 2022 0603 – Retirement Income Journal – NAIC Reassures Congress on Private Equity-Led Insurers, By Kerry Pechter — [BonkNote] — [link] In the 14 years since the Great Financial Crisis, there’s been a surge of capital from powerful…
Read More1994 0629 – NYT – Met Life Is Said to Be Facing U.S. Investigation for Fraud, by Michael Quint
https://nyti.ms/43MBRCt
Read MoreTINA – Truth in Advertising
TINA – Truth in Advertising truthinadvertising.org/ truthinadvertising.org/search/?f-search=%22life+insurance%22 2017 1218 – Letter – TINA.org to Primerica – re: Deceptive Marketing for Primerica Business Opportunity – 1p 2020 0506 – Letter – TINA.org to DSSRC – Truth In Advertising – Re: Illegal Income Claims by Primerica, Truth in Advertising, Direct Selling Self-Regulatory Council – 11p 2021 -…
Read More1994 06 – Kiplinger’s – Buying Life Insurance: What the Numbers Don’t Show – Future cash values may not be as big as they seem – (p49-52), by Kristin Davis
1994 06 – Kiplinger’s – Buying Life Insurance: What the Numbers Don’t Show – Future cash values may not be as big as they seem – (p49-52), by Kristin Davis 1994 06 – Kiplinger’s – Buying Life Insurance: What the Numbers Don’t Show – Future cash values may not be as big as they seem…
Read More1977 10 – Changing Times – Adjustable Life Insurance – (p17-19)
1977 10 – Changing Times – Adjustable Life Insurance – (p17-19) 1977 10 – Changing Times – Adjustable Life Insurance — [BonkNote] “Adjustable” Life Insurance. The idea is to have one policy you can change as your needs change. 1977 10 – Changing Times – Adjustable Life Insurance – (p17-19) – GooglePlay — [BonkNote]
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