June 2023 – [BonkNote]

2008 Financial Crisis – Papers 2011 – AP – AIG: Misconceptions, Precipitating Factors in Government Bailout, and Implications for the Financial Industry, by Alexis Paulovich – 56p 2012 – AP – External Financing in the Life Insurance Industry: Evidence from the Financial Crisis, by Thomas R. Berry-Stölzle – 41p 2013 – LR – Bank Recapitalizations: A…

Christopher Swift American International Group, Inc. et al v. Bank of America Corporation et al CountryWide and AIG v Bank of America 2:11-cv-10549 California Central District Court 12/21/2011 – 07/18/2014 D254 – Memorandum of Points and Authorities In Further Opposition To Defendants’ Motion To Dismiss – 45p p18 – Mr. Swift was responsible for communications…

LIAMA – Life Insurance Agency Management Association 1973 0220 – GOV (Senate) – The Life Insurance Industry, Philip Hart (D-MI) – Part 1 of 4 — [BonkNote] — [PDF-815p-GooglePlay] The Widows study – LUTC and LIAMA (p313-391) – The Onset of Widowhood, vol. 1 (p392-508) – Adjustment to Widowhood, vol. 2 1952 – LIAMA – Postselection of Life…

LIBG – Life Insurance Buyer’s Guide – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A AAA to NAIC – Life Insurance Buyer’s Guide (LIBG) Back to top C Copy of LIBG – Life Insurance Buyer’s Guide Back to top L LIBGWG – Index LIBGWG – Life Insurance Buyer’s Guide Working Group – NAIC LIBGWG – Snippets of Minutes – NAIC…

Illustrations – Purpose What is the purpose of policy illustrations? 1988 – SOA – Are Current Illustrations Supportable?, Society of Actuaries – 20p https://www.bonknote.com/2013-1211-doc-735-2-deposition-of-michael-tivilini-215p/ THE WITNESS: I mean, it’s one of the things you would look at. Certainly, life insurance illustrations are, you know, one way of showing how the policy is going to behave…

2020s – Newspapers 2022 0709 – Times of San Diego – Opinion: California Class-Action Lawyers Now Targeting Life Insurance Industry, by Tiger Joyce (President of the American Tort Reform Association (ATRA) – [link] 2022 1007 – WSJ – Private Equity’s Pension-Plan Takeovers Face Backlash Some lawmakers say the transfer of pension liabilities to private equity-linked insurers puts…

McHugh v. Protective Life Insurance Company 2022 0709 – Times of San Diego – Opinion: California Class-Action Lawyers Now Targeting Life Insurance Industry, by Tiger Joyce (President of the American Tort Reform Association (ATRA) – [link] Article on ATRA – [link]

IULSG – NAIC – Documents 2014 – NAIC Proceedings – Fall 2014, 6-62 Mr. Birdsall shared the results of the Kansas Insurance Department survey (Attachment Twenty-Five) on IUL policies. https://naic-cms.org/sites/default/files/inline-files/cmte_a_latf_iul_illustration_sg_exposure_iul_combined_comments.pdf – <Bad Link> 2019 0310 – Letter – AXA Equitable (Brian R. Lessing) to IULISG – Indexed Universal Life Illustrations Subgroup (Fred Andersen – Chair)…

Walker v LSW – Insurance Regulation 2011 – LC – Walker v LSW – 2:10-cv-09198 – Document 104 – Filed 09/29/11 re: California Insurance Commission – Complaints Mr. Shapiro: Yes, your honor. And on this one I think I do need to clarify. There’s a fairly rigid process with the department of insurance here in…

Allianz 1996 0604 – Los Angeles Times – Insurer to Pay Record Settlement, by Thomas S. Mulligan – [link]