Sales
Charity Owned Life Insurance
Charity Owned Life Insurance 2003 1202 – Letter – Anonymous Writer Criticizes Charity-Owned Life Insurance Anonymous to Susan Brown Associate Tax Legislative Counsel, Office of Tax Policy, U.S. Department of the Treasury pgdc.com/pgdc/story/anonymous-writer-criticizes-charity-owned-life-insurance 2010 – GOV (DOTT-Department of the Treasury) – Report to Congress on Charity-Owned Life Insurance – 39p 2010 – LC – OSU,…
Read More1978 – GOV (House) – Life Insurance Marketing and Cost Disclosure – John Moss (D-CA)
1978 – GOV (House) – Life Insurance Marketing and Cost Disclosure 1978 0807, 0814 and 0815 – GOV (House) – Life Insurance Marketing and Cost Disclosure, John Moss (D-CA) — [BonkNote] [PDF-1049p-GooglePlay] – [PDF-826p-govinfo.gov] 1978 12 – GOV (House-Report) – Life Insurance Marketing and Cost Disclosure Report Together with Dissenting Views, John Moss (D-CA) — …
Read MoreTax-Free Retirement
Tax-Free Retirement 1982 – Book – Doug Andrew – Book – LASER Fund, by Doug Andrew Patrick Kelly 2007 / 2017 – Book – Tax-Free Retirement, by Patrick Kelly The Retirement Miracle – No Audiobook (2021 0111) 20 min – youtube.com/watch?v=DAci4bLQNVI&t=74s 15 min – youtube.com/watch?v=t_OPstyLnzU David McKnight Ed Slott Ed Slott IUL Tax Free Retirement -…
Read MoreMDL-1061 – LC – Prudential Insurance Company of America Sales Practices Litigation
MDL-1061 – LC – Prudential Insurance Co. of America Sales Practices Litigation MDL-1061 – LC – Prudential Insurance Co. of America Sales Practices Litigation — [BonkNote] Multi-State Life Insurance Task Force and Multi-State Market Conduct Examination of The Prudential Insurance Company of America – p In re: THE PRUDENTIAL INSURANCE COMPANY OF AMERICA SALES PRACTICES…
Read MoreQ: Are Life Insurance Policies Being Sold For a Death Benefit or an Investment Vehicle?
Q: Are Life Insurance Policies Being Sold For a Death Benefit or an Investment Vehicle? Life Insurance as an Investment LIRP/ SLIRP – Life Insurance Retirement Plan LIRP – Life Insurance Retirement Plan – Index MetLife 1990s FSOC I didn’t buy a Life Insurance Policy SOA – Looks like an Annuity Walker vs.…
Read MoreLDWG – Life Disclosure Working Group (A) – NAIC – Selections
LDWG – Life Disclosure Working Group – (A) – NAIC – Selections LDWG – Life Disclosure Working Group – (A) – NAIC — [BonkNote] 1982-2, NAIC Proceedings – [ULMR – Universal Life Insurance Model Regulation – MDL-585 – NAIC] This model began its development when an interested party* gave a brief description of the background and…
Read MoreSales Practices
Sales Practices Frankly, I think that present sales practices give dividend “illustrations” too much prominence compared with actual dividend histories. — Kenneth R. MacGregor 1971 – SOA – Mutual Life Insurance Companies — Their Objectives and Operating Philosophy, Society of Actuaries – 250p
Read MoreDisclosure – Index
Disclosure – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# B Bait and Switch Back to top C CIDWG – Consumer Disclosure Issues Working Group – (A) – NAIC COI – Cost of Insurance Cost Disclosure Back to top D Disclosure Disclosure – Index Duty to Disclose – Walker vs. LSW Back to top E Evaluation Life Insurance Cost Disclosure Task…
Read More1992 0623 – GOV (Senate) – Consumer Disclosure of Insurance – Howard Metzenbaum (D-OH)
1992 0623 – GOV (Senate) – Consumer Disclosure of Insurance 1992 0623 – GOV (Senate) – Consumer Disclosure of Insurance, Howard Metzenbaum (D-OH) — [BonkNote] [PDF-323p-GooglePlay, VIDEO-?]->Not on govinfo.gov – R ….on concerns relating to the adequacy of financial disclosures made in connection with the purchase of whole life insurance policies. Judy Faucett 1991-1992 – SOA…
Read MoreLife Sales Results
Life Sales Results winkintel.com/2018/11/3ql2018lifesalesreport/ https://www.limra.com/siteassets/newsroom/fact-tank/sales-data/2020/q2/2q-2020-ilis-sales-results-final-updated.pdf
Read More