Life Insurance Disclosure Model Regulation – 580 – NAIC 1980-2, NAIC Proceedings (p683) – Re: Report on Evaluation of NAIC Model Life Insurance Solicitation Regulation To:  Jon S. Hanson, From:  Carolyn Cobb, Date:  November14, 1979 You requested that I prepare a report which would assist the Task Force in evaluating the NAIC model cost disclosure…

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Philip Hart Philip A. Hart (D-MI) 1959-1976 – US Senate When an issue begins is sometimes difficult to discern. This particular issue may be traced to an address to the American Life Convention Annual Meeting in 1968. The late Senator Hart advised the insurance industry that it should improve cost disclosure. Senator Hart had become…

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Plan of Insurance “Plan of Insurance” vs Specific Policy [Plan of Insurance] 2019 0903 – 2019-3, NAIC Life Insurance Illustration Issues (A) Working Group (LIIIWG) – Conference Call Michael Lovendusky, ACLI …  said assisting consumers to compare products is outside the scope of the Working Group’s charge, and it would limit innovation and harm consumers.…

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Van Mueller vanmueller.com/ Now is the greatest time ever to be an insurance agent Newsletter Heroes of Zero  —  [BonkNote] 2016-? – NAIFA – Van Mueller – [VIDEO-YouTube] 2018 0122 – Van Mueller | State Farm Agent Training Feb 2017 (Complete)  —  [BonkNote]  —  [VIDEO-YouTube-04:04:06] 2022 0222 – Sandy Schussel – Financial Advisors & Insurance Agents…

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Expert Witnesses Blumenthal v New York Life 82-1 – Defendant Expert Witness Report – Michael LaBoeuf – 23p 85-3 – Deposition of David Sanderford – Plaintiff Expert Witness – 65p Fay v Aetna Hager, Claire, Affleck 2012 0313 – LC – Thao v Midland, United States District Court Eastern District of Wisconsin, 2:09-C-1158-LA Declaration of Robert E.…

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Vogt v State Farm 2017 – LC – Deposition of Mrs Vogt v State Farm –  20p Illustrations – Speak for Themselves. Root: I wish they did. Vogt v State Farm – Illustrations – 13p Vogt v State Farm – Annual Notices – 33p Mrs. Vogt’s testimony reveals that the Vogts’ actual grievance with the…

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Depositions 2010 – LR – Lawyers Gone Wild: Are Depositions Still a Civil Procedure Note, Eric B. Miller – 33p Depositions are one of the most effective discovery tools in a lawyer’s arsenal.  Blumenthal v New York Life 2010 – LC – Blumenthal v New York Life – Deposition of Irving Blumenthal (Exh 1 and…

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Ianello v American General Case 3:16-cv-01867 UNITED STATES DISTRICT COURT – MIDDLE DISTRICT OF TENNESSEE NASHVILLE DIVISION 2017 – LC – Deposition of Paul Iannello v American General Deposition – 26p 2017 – LC – Memorandum Of Law In Support Of American General Life Insurance Company’s Motion For Summary Judgment – Document 33-7 Filed 09/28/17…

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4 – OUTLINE Purpose of Working Groups IULWG – Mike Yanacheck LIBG – LIIIWG – Schwartzer Turning Points   Words and Concepts What category is Universal Life? Dynamic ACLI Actuarial Book Whole Cude Permanent Birnbaum Knowledge – Agent, Consumer, Regulator Performance References ACLI Examples of Policy Summaries – WishList  Government When Will… First 35p just…

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Tools Actuarial Tables Annual Report Annual Statement Commutation CSO Fred – Federal Reserve Economic Data Illustration / in-force Illustration Policy Overview / Cover page / Narrative Numeric Summary MCAS – Market Conduct Annual Statement – NAIC Ratebook R Ratio Linton Yield Yield Index Mortality Rates Valuation Manual – NAIC 1888 – Book – Life Insurance…

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