Archive for January 2023
UL – 1 – x
Glenn Daily
Glenn Daily glenndaily.com/ insurancecurations.com/ tellustheodds.com/ ?-1987-? – Seidman Financial Services 1989 – Book – Individual Investor’s Guide to Low-Load Life Insurance, 507 p. HG809I.D35, by Glenn Daily 1998 / 1992 – Book – Life Insrance Sense and Nonsense: For People Who Don’t Mind a Little Complexity, by Glenn Daily – 45p http://archives.cpajournal.com/old/13606729.htm 2012 0927 – Glenn…
Read MoreRed
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.…
Read MoreLetter – ACLI
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 – 3 – How Else Could Universal Life Be Explained?
Read MoreUL – 2
UL – 2 – Maybe Universal Life Shouldn’t be Called Permanent or Whole Life
Read MoreSEC Filings
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…
Read MoreGriftopia – by Matt Taibbi
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…
Read MorePublicIntelligence.net
PublicIntelligence.net publicintelligence.net/AIGmap.pdf https://info.publicintelligence.net/AIG-restructuring-plan.pdf https://info.publicintelligence.net/compensation.pdf
Read MoreUnderfunded Life Insurance Policies
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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