Projects – Page 2 – [BonkNote]

1990s

Project – TimeLine 1871-1, NAIC Proc. Gustavus W. Smith, Kentucky Insurance Commissioner: While on this subject, I may allude to what I consider the great trouble in life insurance. It is, in my opinion, an undoubted fact that educated, intelligent, influential business men of this country, as a class, are utterly ignorant of what this…

1980s

Project – 1970s 1973 01 – SEC – Variable Life Insurance and the Petition for the Issuance and Amendment of Exemptive Rules, Securities and Exchange Commission 1975 – GOV (House) – Financial Institutions and The Nation’s Economy (Fine) “Discussion Principles,” – Part 1, Fernand J. St Germain (D-RI) – [805p-GooglePlay] 1971-2, NAIC Proceedings – 1971 0616 -…

Project – 1800s It is of great importance at the present moment that sound principles on the subject of insurance should be widely and rapidly disseminated. Whether they act by producing conviction, or opposition, a step is equally gained : nothing but indifference can prevent the public from becoming well acquainted with all that is…

Project – TimeLine 1838 – Book – An Essay on Probabilities, and Their Application to Life Contingencies and Insurance Offices, by Augustus De Morgan It is of great importance at the present moment that sound principles on the subject of insurance should be widely and rapidly disseminated. Whether they act by producing conviction, or opposition, a step…

Q: How are Life Insurance Policies Sold? Q: Are Life Insurance Policies Being Sold For a Death Benefit or an Investment Vehicle? LIRP/ SLIRP – Life Insurance Retirement Plan Walker v LSW Target Premium, etc. IUL – NAIC Group

Project – Universal Life Premium (p5) – Drafting Note: … Although highly flexible, universal life insurance is generally considered a permanent life insurance plan. Most companies encourage a premium level which will provide lifetime insurance protection. Every universal life insurance policy of which the drafters are aware has a “net level premium” that could be…

Project – 2023 – Market Analysis Procedures (D) Working Group 4. Possible NAIC Recommendations for Amending the Uniform Securities Act a. At the present time, the NAIC, including the Securities and Insurance Regulation Task Force, is studying the many “new-life” insurance products that are being sold by approximately 30 insurance companies. Simultaneously, the NAIC is…

Project – Life Insurance Buyer’s Guide (LIBG) – Universal Life – 198x v 199x NAIC – LIBG – Life Insurance Buyer’s Guides – Comparison Chart One kind of flexible premium Policy, often called universal life, lets you vary your premium payments every year and even skip a payment if you wish. The premiums you pay (less…