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2023 1128 – LIFE180 – The Shocking Truth About Indexed Universal Life Insurance Revealed 2023 1128 – LIFE180 / Chris Kirkpatrick – The Shocking Truth About Indexed Universal Life Insurance Revealed — [BonkNote] — [VIDEO-YouTube-01:02:28] [Bonk: Old Title-?] – The Reason I REFUSE To Shut Up About Indexed Universal Life Insurance 1 – David McKnight, guy to debate…

2024 2015 – PIABA – Testimony – Joseph C. Peiffer – 30p 2024 0215 – GOV (House) – Protecting American Savers and Retirees from DOL’s Regulatory Overreach, Bob Good (R-VA) [PDF-, VIDEO-YouTube-02:06:21] edworkforce.house.gov/calendar/eventsingle.aspx?EventID=410108 2024 0215 – PIABA – Testimony – Joseph C. Peiffer, President, Public Investors Advocate Bar Association — [BonkNote] — 30p 1 – At the beginning of…

Bob Wright Years-? – Virginia Insurance Commission Chairman

Lapse – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ D Defective – Lapse Prone – Walker v LSW Back to top L Lapse Lapse Rate Lapse Risk Lapse vs Surrender Lapse – Index Lapse – Walker v LSW Lapse-Supported Back to top M Mass Lapse Back to top P Problem – Lapse Back to top Q Q: Does It Matter…

Interest Rate – We Won’t Have To Pay It 2005 1117 – GOV (Senate) – A Review of the GAO Report on the Sale of Financial Products to Military Personnel, Richard Shelby (R-AL) — [BonkNote] (p21) – Paul SARBANES (D-MD). Is there not information from the companies, like internal memos and so forth, where they…

2014 – SOA – Modeling of Policyholder Behavior for Life Insurance and Annuity Products: A Survey and Literature Review, Society of Actuaries – 92p 2014 – SOA – Modeling of Policyholder Behavior for Life Insurance and Annuity Products: A Survey and Literature Review, Society of Actuaries — [BonkNote] — 92p Description: This report is a summary…

David Macchia youtube.com/@DavidMacchiaInnovation 2024 0417 – David Macchia – John Hilton: DOL Adds Significant Legal Liability to Producers – [VIDEO-YouTube-01:49] 2024 0417 – InsuranceNewsNet.com – DOL fiduciary adds significant legal liability to producers, panel agrees, By John Hilton – [link]

DOL – Employee or Independent Contractor 2024 0110 – InsuranceNewsNet.com – New DOL rule could undermine financial advisors’ independent contractor status, by John Hilton – [link] The U.S. Department of Labor’s new rule to determine whether a worker is an employee or independent contractor includes a six-factor test of the “economic reality” of the relationship between…

NLRB – National Labor Relations Board 2011 0211 – GOV (House) – Emerging trends at the National Labor Relations Board, Phil Roe (R-TN) [PDF-xp-GooglePlay, VIDEO-?] House – Committee on Education and the Workforce – Subcommittee on Health, Employment, Labor and Pensions 3\ See NLRB v. Insur. Agents’ Int’l Union, 361 U.S. 477, 489 (1960), where…

DOL – Documents Referenced 1969 – LC – SEC v. National Securities, Inc., 393 U.S. 453 (1969) 2007 06 – GAO – Defined Benefit Pensions: Conflicts of Interest Involving High Risk or Terminated Plans Pose Enforcement Challenges, gao-07-703 – Government Accountability Office – 67p 2021 11 (Revised from 2020 07 – 62p) – NBER – Conflicting…