1979 0524 – GOV (Senate) – Cost Disclosure in Life Insurance, Senator Metzenbaum (D-OH) 1979 0524 – GOV (Senate) – Cost Disclosure in Life Insurance, Howard Metzenbaum (D-OH)  —  [BonkNote] [PDF-279p-GooglePlay]  Senate – Committee on the Judiciary – Subcommittee on Antitrust, Monopoly and Business Rights (p1) – Opening Statement of Senator Metzenbaum Today the Subcommittee…

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Partial Endowment Deposit Term 1980-2, NAIC Proceeedings – Model Regulation for Partial Endowment type (Deposit Term) Ms. Edwards reported that the task force recommended the adoption by the (C3) Subcommittee of the Model Regulation for Partial Endowment type (Deposit Term) policies which was circulated in December, 1979, as an exposure draft.  Following discussion and upon a motion duly…

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Evaluation Life Insurance Cost Disclosure Task Force – NAIC Model Regulation for Partial Endowment type (Deposit Term) – 1980-2, NAIC Proceeedings      Ms. Edwards reported that the task force recommended the adoption by the (C3) Subcommittee of the Model Regulation for Partial Endowment type (Deposit Term) policies which was circulated in December, 1979, as an…

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Jon S. Hanson Task Force on Life Insurance Disclosure System – LIDS – NAIC  1963 – LR – Regulation of Speciality Policies in Life Insurance, by Spencer L. Kimball and Jon S. Hanson, 62 Michigan Law Review 167 – 93p 1965 – LR – Life Insurance Companies: Their Promotion and Regulation, by Jon S. Hanson – 156p…

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NALC – National Association of Life Companies merged with ACLI – 1990s-? S. Roy Woodall, Jr. National Association of Life Companies Newsletter Government Hearings NAIC 1981-1, NAIC Proceedings – Task Force on Life Insurance Disclosure System (LIDS) — [BonkNote] NALU Comments on Behalf of the National Association of Life Companies Presented by: S. Roy Woodall, Jr., Executive…

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Task Force on Life Insurance Disclosure System – LIDS – NAIC Task Force on Life Insurance Disclosure System – LIDS – NAIC  —  [BonkNote] 1981-1, NAIC Proceedings – Task Force on Life Insurance Disclosure System – LIDS – NAIC  —  [BonkNote]  This section will describe the life insurance disclosure system (LIDS) which the task force…

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Post-Sale Disclosure The life insurance disclosure movement has focused almost entirely on point-of-sale disclosure, to the virtual exclusion of post-sale disclosure. Life insurance companies are therefore under pressure to provide attractive point-of-sale information. Some of the methods used to achieve this objective adversely affect long-time policyholders. Emphasis should be placed on the need for post-sale…

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MDL-634 – IN RE: Academy Life Insurance Company Estate Conservation Plan Litigation Academy Life Insurance Company 1957 – ia803409.us.archive.org/25/items/sim_army-times_1957-10-19_18_11/sim_army-times_1957-10-19_18_11.pdf 1980s – MDL-634 – IN RE: Academy Life Insurance Company Estate Conservation Plan Litigation  —  [BonkNote] 1984 0505 – El Paso Times – Mattox: Insurance company must make refunds – newspapers.com/article/el-paso-times/136240027/ Jack Milton Amason, Agent. ECP-95 – Policy 1984…

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Universal Life – States California Florida Kansas Texas California Universal Life:  The policy can also be structured to operate like term insurance. California – Life Insurance Guide (Revised March 2018) –  insurance.ca.gov/01-consumers/105-type/95-guides/07-life/life-ins-guide.cfm Florida Universal life insurance is a combination of a term life policy and the ability to accumulate cash value. – flsenate.gov/Session/Bill/2013/242/Analyses/2013s0242.pre.bi.PDF   Kansas…

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Forbes 1979 09 – Forbes – V124 – 1778p – ia800603.us.archive.org/3/items/forbes124sepforb/forbes124sepforb.pdf Merrill Lynch Life Agency – Occidental Insurance companies advertise policies and ask you to pay the premiums with your charge card. Imag- ine, paying 18% a year interest on life insurance premiums! It was not life insurance as such that appealed to Pohlad, apparently,…

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