Archive for December 2021
Judges
Judges Judges – Walker v LSW Premiums, Costs and Benefits – Judges — Mr. Anderson – (p261) 1919 – The Record, American Institute of Actuaries – Individual Reserves in Life Insurance – <Educate Judges> – [PDF- 451p-GooglePlay] Johnston & Johnston v Conseco first principles Father said never to purchase UL California – used to have …
Read MoreUm – Birny Birnbaum
Um – Birney Birnbaum Birny Birnbaum – (CEJ): I think this can be done in a fairly transparent way. The same way that you can do a …even easier than what you can do with a Surrender Charge. So, for example, if there’s a “Cost of Insurance charge” what’s the initial “Cost of Insurance Charge”…
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Um I have been present at such meetings… when the whole course of a debate… was changed by the halting remarks of some man who was reluctantly moved by a compelling sense of responsibility to combat theories and statements which had been glibly presented and generally accepted and which he knew to be erroneous, wholly or…
Read More2014 0415 – DOC 808 – Trial Transcript – Day 5 – Walker vs. LSW – 229p
2014 0415 – DOC 808 – Trial Transcript – Day 5 – Walker v LSW – 229p Brockett Spooner (p69) (p7) – Brockett Q Now, that assumption underlying this diagram that the S&P 500 had zero returns for 20 some odd years in a row is also the assumption underlying the guaranteed column in the…
Read More2014 0416 – DOC 809 – Trial Transcript – Day 6 – Walker vs. LSW – 236p
2014 0416 – DOC 809 – Trial Transcript – Walker v LSW – 236p Howlett Walker (p73) – Spooner Policy Delivery Receipt Q Okay. Turning to Cooper Exhibit D, Exhibit D is a policy receipt for Muriel Lynn Spooner; is that right? A I think so. Q And it was signed on 10/11/2007? Witness -…
Read MoreDocument – Snippets – Walker vs. LSW
Walker v LSW – Document Snippets Document 204-2 re: Discovery, Recission, Credit Theory, Shapiro There is certainly a mortality component, a Cost of Insurance, that is obviously part of the permanent life insurance product. And there is, in fact, you know, a fixed cost of insurance that goes up over the years. And that’s all…
Read More2011 1107 – DOC 748-2 – Deposition of Donna Morgan – Walker vs. LSW – 46p
2011 1107 – DOC 748-2 – Deposition of Donna Morgan – 46p Walker v Life Insurance Company of the Southwest Chief Compliance officer for the Life Insurance Company of the Southwest, and National Life Insurance Company. (p9) Q: Why are the costs and expenses important to that informed decision? (p165) – You heard Mr. Brosnahan talk…
Read MoreWalker v. LSW – Index
Walker v LSW – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A Account Value Enhancement – Walker vs. LSW Agent Statements – Walker vs. LSW Agent Training – Walker vs. LSW Annual Statements – Walker vs. LSW Asset Marketing Systems Back to top B Batch Illustrations – Walker vs. LSW Back to top C Commissions – Walker vs. LSW Compliance…
Read More2015 0415 – DOC 791 – Order Regarding Post-Jury Trial UCL Proceedings – Walker vs. LSW – 75p
2015 0415 – Document 791 – Order Regarding Post-Jury Trial UCL Proceedings, Judge Selna – 75p Walker v Life Insurance Company of the Southwest 2015 0415 – Document 791 – Order Regarding Post-Jury Trial UCL Proceedings, Judge Selna – 75p 2015 0415 – Document 791 – Order Regarding Post-Jury Trial UCL Proceedings Judge Selna -…
Read More2014 0423 – DOC 812 – Trial Transcript – Day 10 – Walker vs. LSW – 194p
2014 0423 – DOC 812 – Trial Transcript – Day 10 – 194p Day 10 – 2014 0423 – (p13- ) – Matthew DeSantos – LSW’s Senior Vice-President of Distribution and Business Development (himself a former insurance agent) – DOC 792 p27> Portions of Videotaped Depositions Read p171Donna Morgan – Vice President and Chief Life…
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