Wisconsin digicoll.library.wisc.edu/cgi/f/findaid/findaid-idx?c=wiarchives;cc=wiarchives;view=text;rgn=main;didno=uw-whs-ser02918 2018 – Wisconsin OCI – Wisconsin Insurance Report – 219p  (p90) – Complaints and inquiries related to life insurance and annuity products … generally concerned consumer dissatisfaction with, or confusion regarding, universal life insurance policies. 2021 1203 – Wisconsin OCI – Consumer Alert related to Universal Life Insurance – [link] – 2p To: Licensed Intermediaries, Employers,…

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New York New York – WishList The Feeling’s Not Mutual: An Analysis of Governor Pataki’s Proposed Mutual Holding Company Legislation. Report by the Assembly Standing Committee on Insurance https://assembly.state.ny.us/Reports/Ins/199803/ Public hearing, investing in New York the role of insurance company capital in New York communities by New York (State). Legislature. Assembly…. https://openlibrary.org/works/OL2277694W/Public_hearing_investing_in_New_York https://catalog.loc.gov/vwebv/search?searchCode=LCCN&searchArg=2003479477&searchType=1&permalink=y Gary Ackerman…

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FASB – Financial Accounting Standards Board 2016 0929 – FASB- Draft – Proposed Accounting Standards Update – 172p Comments Due: December 15, 2016F inancial Services—Insurance (Topic 944) – Targeted Improvements to the Accounting for Long-Duration Contracts FASB – SFAS 97 – Accounting and Reporting by Insurance Enterprises for Certain Long-Duration Contracts and for Realized Gains…

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ASB – Actuarial Standards Board actuarialstandardsboard.org/ ASB – Actuarial Standards Board – Snippets ASOPS – Actuarial Standards of Practice ASOP – Actuarial Standard of Practice No. 2 – Nonguaranteed Charges or Benefits for Life Insurance Policies and Annuity Contracts – 16p 1993 – SOA – ASB Standard on Selection of Economic Assumptions, Society of Actuaries…

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AICPA – American Institute of Certified Public Accountants 1.24  – Universal life and similar contracts are contracts with terms that are not fixed or guaranteed relative to premium amounts, expense assessments, or benefits accruing to the contract holder. 2000 0615 – AICPA – Audit and Accounting Guide: Life and health insurance entities American Institute of Certified…

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Calvin Coolidge 1923 to 1929 – President of the United States  1924 – Appointed J Edgar Hoover – FBI Board of Directors New York Life Insurance National Transportation Committee At an antique show a few years ago my wife Carolyn bought a letter signed by Calvin Coolidge while he  governor of Massachusetts. It now hangs…

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Whole Life Permanent Life Insurance Universal Life as Permanent / Whole / Other Why is Universal Life Insurance sometimes called Whole or Permanent? Whole Life Insurance Policy vs can last the “Whole of Life” A policy which endows at age 95 or later is called a “whole life” policy. (p27) —  John E. Chapoton, Assistant…

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Taxes Tax Codes DOT – Department of the Treasury GCM 38934 Guideline Premium Guideline Level Premium Inside Buildup IRS – Internal Revenue Service Pete Stark transfer-for-value rule of section 101(a)(2) 1965 – LR – Treatment of Tax-Exempt Interests in the Taxation of Life Insurance Companies, Michael M. Boone – 10p My purpose is to: look…

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Projects Sandbox – Video Oral Histories https://content.wisconsinhistory.org/digital/collection/proxmire/search/searchterm/Interview%20Transcript/field/type/mode/exact/conn/and Crews were dredging the river. Instead of muck, they pulled up three cannons and a mystery – By Phil Gast, CNN  Updated 5:01 AM ET, Sun March 14, 2021 Then it sent out feelers to maritime experts, historians and those who have worked on wreck sites in the…

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