New York – WishList <WishList> – 1980 – NYSID – Consumers Shopping Guide for Life Insurance, New York State Insurance Department – 41 pages <WishList> – (Op. Letter 6/26/98, copy enclosed) 2000 0616 – NYSID – Letter from Rochelle Katz, Associate Att’y, State of N.Y. Ins. Dep’t, to Bertil Lundqvist, Att’y, Skadden, Arps, Slate, Meagher & Flom,…

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AIG – WishList See Peter Adamczyk, Securities Lending -A Growing Investment Strategy, AIG Global Investment Group (Apr. 2006) (describing AIG’s securities lending business); 2008 1125 – Letter – EWT to SEC – Re: Release No. 34-58773, File No. S7-30-08, Amendments to Regulation SHO – 9p 2008 1003 – NYT – A.I.G. Uses $61 Billion of Fed…

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International – WishList 1982 – OECD – New Financial Instruments: Managing the Menagerie, Chadzynska, Hélène. The OECD Observer: Paris, Vol. 0, Iss. 157,  (Apr 1, 1989): p28. – [link] – <WishList>

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Media – WishList WSJ – Wall Street Journal – WishList 2008 0413 – Tricks of the trade – A Dateline hidden camera investigation to see what insurance agents say — and -what they don’t — when they think they are alone with a senior – [link]  <WishList> – VIDEO <WishList> – Probe Magazine – Back…

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Industry Media – WishList 1997 or any year – (IMSA) Insurance Marketplace Standards Association Assessment Handbook- ACLI IMSA Financial Planning Journal of Financial Service Professionals Journal of the American Society of CLU & ChFC Life Insurance Selling National Underwriter  Probe Late in 1970 the National Underwriter (an insurance trade publication ) published a volume called “Cost Facts on…

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Actuarial – WishList 1969 – Analysis of Actuarial Theory for Variable Life Insurance, Walter Miller – <WishList> Tillinghast Universal Life Analytic Study Data (TULAS) – <WishList> 1991 – SOA – Individual Life Product Development Update, Society of Actuaries – 34p The Academy committee reporting on the work about annuity illustrations lists as the first supportability objective,…

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Academic Papers – WishList 1952 – The Professional Concept of Life Underwriting, By Solomon S. Huebner – <WishList> -ia800205.us.archive.org/17/items/copyrightrenewals1923-1964/1980.txt 21May52, The American College <WishList> – 1955 – AP – The Origins of the National Association of Life Underwriters. Business History Review, Proschansky, H, 29(3), 238-262 1973 – AP – <WishList> – “New South Life: A Case Study”,…

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Law – WishList <WishList> – 1986 – Book – Developments in the Life Insurance Industry, Paul J. Mason, Jerold H. Rosenblum, Practising Law Institute – 616p <WishList> – 2004 – Post – Claim Underwriting: A Life and Health Insurer’s Boon or Bane [dagger], Schuman, Gary.  FDCC Quarterly; Tampa Vol. 55, Iss. 1, (Fall 2004): 43-105. thefederation.site-ym.com/page/QuarterlyArchive https://libguides.law.villanova.edu/insurancelaw/reinsurance

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Legal Cases – WishList Any Agent Depositions Blumenthal v New York Life Walker v LSW Any Expert Witness Depositions / Report Fay v Aetna – Hager, Claire 2016 – LR – Recent Trends in the Use of Surveys in Advertising Law Disputes; an Update on the Case Law, by Kenneth Plevan – 45p <WishList – survey>  – …

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NAIC – WishList 1982 – New Jersey – Universal/Flexible Factor: life insurance informational hearing. Department of Insurance, New Jersey. Department of Banking & Insurance [Bonk: the NAIC has it in their Database, but it is currently unavailable for viewing (as of 2023)] A: William Hager –  Surveys would be to determine — lets take a…

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