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 New York…

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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” Persons seeking life insurance for the Whole of Life have several choices: they may: buy a one-year renewable term contract and…

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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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