Sales – Page 3 – [BonkNote]

Doug Andrew – Missed Fortune 2005 – Book – 297p 2005 0906 – Victoria Advocate – Taking ‘Missed Fortune 101 ‘ to the reality lab, by Scott Burns, Investors Network – Page 7 06 Sep 2005, Tue Victoria Advocate (Victoria, Texas) Newspapers.com 2007 – Book Review – Missed Fortune 101, by Doug Andrew’s – Review by…

MoneyTrax – Circle of Wealth moneytrax.com/ youtube.com/@CircleofWealthbyMoneyTrax Don Blanton “Private Reserve Strategy” 2003 – Book – Your Circle of Wealth, by Donald L. Blanton 2007 – Book – Maximize Your Circle of Wealth: Learn How to Recover Wealth Transfers in the Millions of Dollars Over Your Lifetime, by Donald L. Blanton and Elizabeth M. Sanders…

2018 – VIDEO – The Power of Zero: The Tax Train is Coming – David McKnight 2018 – VIDEO – The Power of Zero: The Tax Train is Coming – David McKnight — [BonkNote] Heroes of Zero — [BonkNote] Tom Hegna David McKnight Van Mueller Ed Slott Don Blanton – President, MoneyTrax, Inc., Financial Advisor [Bonk: Circle…

LEAP – Lifetime Economic Acceleration Process Robert Castiglione, Founder of The Leap System https://www.portal.leapcp.com/ youtube.com/@LeapSystems https://www.linkedin.com/company/leap-systems/ Wealth In Motion® system, the Leap Model® https://www.linkedin.com/in/bob-castiglione-70969148/ CEO Leap Systems, Inc Feb 1980 – Present · 45 yrs 5 mos 2017 1112 – Economic Warrior / James Dyke – Robert Castiglione, Founder of The Leap System – [VIDEO-YouTube-41:52] 2020…

Investment Oriented Life Insurance Products 2011 – LR – Combating the Teleological Drift of Life Insurance Solvency Regulation: The Case for a Meta-Risk Management Approach to Principles-Based Reserving, by Robert Weber – 82p 2. The Product Shift: From Traditional Whole Life to Investment-Oriented Capital Accumulation Products & Annuities ….. 68 (a) Life Insurance Products ….. 69…

1994 0308 – NYT – Regulators Seek Limits on Insurer Sales Pitches, by Michael Quint 1994 0308 – NYT – Regulators Seek Limits on Insurer Sales Pitches, by Michael Quint — [BonkNote] — [link] NAIC, Illustrations, NALU State insurance regulators are moving closer to sharply limiting how sales agents may describe the future benefits of…

Kai-Zen youtube.com/@NIWcorp niwcorp.com/retirement-planning/kai-zen niwcorp.com/myilia Introducing ILIA® – Created in 2000, NIW Companies specializes in innovative estate, business, and retirement planning solutions for high net-worth or high-income earning professionals using bank financing to enhance the clients’ benefits. NIW combines extensive industry expertise and alternative thinking to offer financial solutions that are high quality, durable, and cost-effective.…

Tax Shelters 2003 0719 – NYT – Wealthy Family Is Suing Lawyer Over Tax Plan, By David Cay Johnston – [link-Paywall Free] Since the government began attacking tax shelters in earnest two years ago, a growing number of individuals and corporations who bought shelters that the I.R.S. has either demolished, or may demolish, have filed lawsuits against…

Sold, Not Bought … but you know there is a saying about life insurance, that it’s sold, not bought. And something similar can be said about a fair amount of lending activity. 2010 0528 – FCIC – Interview – Transcript – Larry Summers – 80p (p285) – J. B. Ecclesine, editor of The New York Underwriter -…

MetLife – 50/50 Plan Mohney v. Forney 1996 – United States District Court for the Western District of Pennsylvania (D.C. Civil No. 96-cv-00854) 2003 – THIRD CIRCUIT – UNITED STATES COURT OF APPEALS No. 03-1436 2004 – Opinion – 13p 1998 – LC – Richard Sabo v. Metropolitan Life Insurance- casetext.com/case/sabo-v-metropolitan-life-insurance-company Court: United States Court of…