Duty Duty to Disclose Duty to Read Duty to Speak Fiduciary Duty Memorandum of Law in Support of American General Life Insurance Company’s Motion for Summary Judgement See Watkins v. HRRW, LLC, 2006 WL 3327659, at *8 (“Tennessee courts, however, have rejected breach of fiduciary duty claims against insurance agents in various factual circumstances.”); see…

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P1P2 – Government 1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance, (CSPAN) Single Premium Life Insurance, Max Baucus (D-MT)  —  [BonkNote] — p122

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Stock Company Information Group 1983 0510, 0511 and 0728 – GOV (House) – Tax Treatment of Life Insurance, Pete Stark (D-CA)  —  [BonkNote] 1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance, aka Single Premium Life Insurance – [PDF-199p, The Stock Company proposal also would make permanent the provisions of TEFRA relating to:…

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Robert Nelson – NALU / NAIFA 1993 – SOA – Sales Illustrations – We Can’t Life With Them, But We Can’t Live Without Them!, Society of Actuaries – 28p I’d like to stress that agents don’t pretend to know the answers. It is our intent to ask for your help because we’re currently living with problems that…

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NAIC – Life Insurance Information – BonkNote (p14) – Terri Vaughan – (NAIC, CEO / IA): So what we try to do is educate consumers about the critical importance of this issue. We spend a lot of money on consumer education. We created a Web site, Insure U Web site, for consumers to go to…

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Legal Cases – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A ACLI vs. Perez (DOL – Department of Labor) – Fiduciary Rule ACLI – Legal Cases Aetna v Wisconsin Insurance Commissioner Agents vs Companies AIG – Legal Cases Alabama – Legal Cases American International Group, Inc. 2008 Securities Litigation Amicus Curiae Briefs Back to top B Baldwin-United – Legal Cases…

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SEC – Securities and Exchange Commission – Documents 1973 01 – SEC – Variable Life Insurance and the Petition for the Issuance and Amendment of Exemptive Rules, Securities and Exchange Commission – 187p  —  [BonkNote] 1983 – SEC – An Overview of the Integration of Securities and Banking Activities in the United States, Securities and…

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Financial Services and Insurance Regulation Task Force – EX – NAIC 1988-1993 William D. Hager, Co-Chair, Iowa Insurance Commissioner  1988-2, NAIC Proceedings – (p72) – Integrated Financial Services (EX) Task Force and the Securities and Insurance Regulation (EX) Task Force were consolidated. The new task force will be entitled the Financial Services and Insurance Regulation (EX)…

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Government Hearings – 1910s 1913 0909 – GOV (House) – Changes in the Banking and Currency System of the United States – [PDF-177p-GooglePlay] Mr. Glass, from the Committee on Banking and Currency, submitted the following Report. Together With Views of the Minority and Minority Views. (p159) – Charles August Lindbergh – (R-MN) – The procedure…

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CEJ – Birnbaum – Documents http://www.cej-online.org/mdocs-posts/cej-letter-to-naic-on-proposed-changes-to-life-insurance-and-annuities-replacement-model-060221/ http://www.cej-online.org/mdocs-posts/cej-comments-on-model-regulation-of-the-sale-of-life-insurance-and-annuities-to-senior-080528/ 1999 – Report – CEJ – A consumer advocate’s guide to getting, understanding, and using insurance data, by Birny Birnbaum – 40p Birnbaum, B., 2005. “Producer Compensation Disclosure,” Comments of the Center for Economic Justice to the National Association of Insurance Commissioners, March 22, Austin, TX: Center for…

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