Glenn Daily glenndaily.com/ 2012 0927 – Glenn Daily – Is the Fechtel Method a Better Way to Evaluate Cash Value Life Insurance Policies? – [link] The Barnes Standard™ advocates and I disagree on the solution, however. My solution is to take advantage of two relatively safe harbors that insurance companies offer consumers: (1) cheap, guaranteed, convertible term…

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Red Red Team 1978  Moss Report.  Page 66 “Warning”   Red Print Suggestion Page 67 : This notice should also be printed in red, enclosed in a box, and located immediately contiguous to the cash value displav. The idea of a warning designed to deter lapse is not new. It dates from at least May, 1975.…

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Letter – ACLI 2019 0917 – LIIIWG – Life Insurance Illustrations Issues Working Group – NAIC – Proceedings (Fall, 6-77) – Cost of Insurance – [BonkNote] Richard Wicka (Chair – WI): This is probably more for the Universal Life Products, but how do we want to capture the concepts like Cost of Insurance and other fees in…

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UL – 2 – Maybe Universal Life Shouldn’t be Called Permanent or Whole Life

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SEC Filings AIG – SEC Filings 2008 0630 – MetLife – 10Q – 167p 2015 – Hartford – 10-K – 146p (p69) -Net cash provided by investing activities 1,446 2,510 4,251 Financing Activities Deposits and other additions to investment and universal life-type contracts 4,674 4,567 5,943 Withdrawals and other deductions from investment and universal life-type contracts…

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Griftopia, by Matt Taibbi 2011 – Book – Griftopia, by Matt Taibbi  — [BonkNote] AIG, Win Neuger, Securities Lending, Eric Dinallo, Doug Slape (p112 / 113 of 251) – Dinallo here interjects with what he calls a “powerful” piece of information—that during this period when Goldman and all the other counterparties suddenly started pulling cash…

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PublicIntelligence.net publicintelligence.net/AIGmap.pdf https://info.publicintelligence.net/AIG-restructuring-plan.pdf https://info.publicintelligence.net/compensation.pdf

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Underfunded Life Insurance Policies “under funded” “life insurance” Impactful Ideas to Promote Ethics Awareness Small Group Case Study Discussions Use Real (Sanitized) Cases From Your Own Company Supplement With Industry Challenges (e.g. Underfunded Universal Life Insurance Policies and What Steps Company Compliance & Ethics Professionals Can Take to Help Their Companies Address this Issue) 2019…

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