Archive for February 2024
IRP – Insured Retirement Plan
IRP – Insured Retirement Plan Canada SOA – 1950s 1950 – SOA – Discussion – Actuarial Note: The Valuation of Self-Insured Retirement Plans, Society of Actuaries – 7p 1959 – SOA – Gain and Loss Analysis for Pension Fund Valuations, Society of Actuaries – 61p
Read MoreExperior Financial Group
Experior Financial Group experiorfinancial.com/ Established in 2014, Headquarters in Guelph, Ontario and Cheektowaga, New York, Founders CEO, Jamie Prickett and President, Lee-Ann Prickett youtube.com/@JamiePrickett
Read MoreMGA – Managing General Agent
MGA – Managing General Agent 2023 1121 – FSRA – Proposed guidance on Life Insurance Agent & MGA Licensing Suitability — [BonkNote] — [link] — 34p 2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability — [BonkNote] BonkNote Comment – FSRA’s Life Agent and MGA Suitability Guidance – [2023-015] – 2024 0209 – 2p…
Read MoreAdvocis
Advocis advocis.ca/ advocis.ca/submissions/ 2015 0915 – Advocis – Comment – Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives – 274p 2016 0715 – Advocis – Comment – Re: CCIR – Segregated Funds Working Group Issues Paper, May 2016 – 46p CLHIA Reference Document IVIC Suitability Needs-Based Sales Practices (February 2013) provides a fulsome discussion…
Read MoreCannibal Life
Cannibal Life Tom BAKOS: Well, I guess I’d just like to mention that I think actually UL was developed in 1960-something-or-other. FROM THE FLOOR: That was adjustable life. Tom BAKOS: I think Cannibal Life was the precursor. 2003 – SOA – Do You Know How Much You’re Spending? The Hidden Costs of Product Complexity, Society…
Read MoreTom Bakos
Tom Bakos Thomas L. Bakos: Anybody who believed an illustration that purported to demonstrate cost would be a foolish person. 1991 – SOA – Illustrations, Society of Actuaries — [BonkNote] — 20p One of the first things that a serious reader of the NAIC Life Insurance Illustrations Model Regulation will realize is that it is not a tightly written…
Read More1991 0729 – GOV (House) – Regulation of Insurance Companies and the Role of The National Association of Insurance Commissioners – NAIC – Ben Erdreich (D-AL)
1991 0729 – GOV (House) – Regulation of Insurance Companies and the Role of The National Association of Insurance Commissioners – NAIC – Ben Erdreich (D-AL) 1991 0729 – GOV (House) – Regulation of Insurance Companies and the Role of The National Association of Insurance Commissioners, Ben Erdreich (D-AL) — [BonkNote] [PDF-286p-GooglePlay], VIDEO-?] ->Not on…
Read More1991 0511 – The Los Angeles Times – Insurance Firm Operations Cut by Garamendi, by Daniel M. Weintraub and Kathy M. Kristof
1991 0511 – The Los Angeles Times – Insurance Firm Operations Cut by Garamendi, by Daniel M. Weintraub and Kathy M. Kristof 1991 0511 – The Los Angeles Times – Insurance Firm Operations Cut by Garamendi, by Daniel M. Weintraub and Kathy M. Kristof – [link-BonkNote] Halting what he describes as a run on the bank,” State…
Read More2023 1121 – FSRA – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability
2023 1121 – FSRA – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability 2023 1121 – FSRA – [2023-015] – Proposed guidance on Life Insurance Agent & MGA Licensing Suitability — [BonkNote] — [link] — 34p 2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA…
Read MoreAffinity Life
Affinity Life Philip Setter affinitylife.ca/ youtube.com/@AffinityLife 2023 0607 – Affinity Life – Insurance MLM’s Under Investigation by FSRA-They’re BUSTED Now! – [VIDEO-YouTube-14:31] [Bonk: Add: Report – 2022 0928 – FSRA – CCIR cooperative MGA-focused thematic review – Consolidated observations report — [link] — 30p 12:00 – it’s the Wild West for the last 20, 30 years Nobody wants to…
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