Archive for March 2023
Unsuitable
Unsuitable 1979 – LR – Remedies for the Buyer or Beneficiary of an Unstable Life Insurance Plan, by Wilbur C. Leatherberry, 32 Rutgers L. Rev. 431 – 53p
Read MoreMeredith Whitney
Meredith Whitney 2010 0824 – CSPAN – Q&A with Meredith Whitney Monolines – MBIA, AMBAC Oppenheimer Barclays Litigation 13. In a January 29, 2008 Oppenheimer & Co. Inc. research report, which was circulated internally among traders at Barclays, analyst Meredith Whitney wrote: Among the myriad of negatives that surround financial stocks today, we see no…
Read MorePatrick McHenry
Patrick McHenry Patrick McHenry – (R-NC) 2005-Current (as of 2022) – US House 2014-2019 – House Republican Chief Deputy Whip 2019-2023 – Ranking Member of the House Financial Services Committee 2019-2023 – Chair of the House Financial Services Committee since 2023 Transcripts Who’s Watching – Elizabeth Warren 2010 01xx – GOV – Geithner
Read MoreCredit Enhancements
Credit Enhancements External credit enhancement is very popular and very easy to understand. It’s very easy for the investors to analyze. If one of these firms is insuring the bonds, the rating agency doesn’t even look at the transaction. It looks at financial statements of the entity insuring the bonds. It’s a very simple analysis.…
Read More2004 0909 – GOV (House) – G.I. Finances: Protecting Those Who Protect Us – Richard Baker (R-LA)
2004 0909 – GOV (House) – G.I. Finances: Protecting Those Who Protect Us 2004 0909 – GOV (House) – G.I. Finances: Protecting Those Who Protect Us, Richard Baker (R-LA) — [BonkNote] [PDF-176p, VIDEO-?] ACLI – Testimony – Frank Keating – 6p House – Financial Services Committee – Subcommittee on Capital Markets, Insurance, and Government Sponsored Enterprises (p1)…
Read More2009 0506 – GOV (Senate) – Regulation and Resolving Institutions Considered “Too Big to Fail” – Chris Dodd (D-CT)
2009 0506 – GOV (Senate) – Regulation and Resolving Institutions Considered “Too Big to Fail”, Dodd 2009 0506 – GOV (Senate) – Regulation and Resolving Institutions Considered “Too Big to Fail”, Christopher Dodd (D-CT) — [BonkNote] [PDF-121p, VIDEO-Senate] banking.senate.gov/hearings/regulating-and-resolving-institutions-considered-too-big-to-fail WITNESS PANEL 2 Martin N. Baily, Senior Fellow, Economic Studies, The Brookings Institution – 050609_BAILY-LITAN TESTIMONY …
Read MoreThree Factor Dividend Formula
Three Factor Dividend Formula Dividends Jack Garber: Jack, you are the historian here. You may want to comment on when the three factor dividend formula came in to dividend practice but my guess is it sure was not there in the first five years of participating business and that had some group such as ourselves…
Read MoreSubsidiaries
Subsidiaries Until fairly recently, subsidiaries were not an important aspect of the life insurance business. In the 1960’s, however, there was a strong movement toward diversification via subsidiaries to enable life insurance companies to market other products and skills to meet all of an individual’s needs for financial security, and also to move into other…
Read More2003 0515 – GOV (House) – Retirement Security: What Seniors Need to Know About Protecting Their Futures – Richard H. Baker (R-LA)
2003 0515 – GOV (House) – Retirement Security: What Seniors Need to Know About Protecting Their Futures – Baker 2003 0515 – GOV (House) – Retirement Security: What Seniors Need to Know About Protecting Their Futures, Richard H. Baker (R-LA) — [BonkNote] [PDF-137, VIDEO-?] archives-financialservices.house.gov/archive/hearings216.shtml commdocs.house.gov/committees/bank/hba89632.000/hba89632_0f.htm NAIFA – David F. Woods, CEO, National Association of…
Read MoreSOA – Society of Actuaries – Documents
SOA – Society of Actuaries – Documents SOA – 1940s SOA – 1950s SOA – 1960s SOA – 1970s SOA – 1980s SOA – 1990s SOA – 2000s SOA – 2010s SOA – 2020s 1977-1, NAIC Proceedings – Initial Expense Allowance ATTACHMENT D – Linkage of Nonforfeiture Values With Valuation Reserves – Prepared By The…
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