Archive for March 2023
John Moss
John Moss John Moss – (D-CA) johnemossfoundation.org/ Guide to the John E. Moss papers, 1953-1978 – oac.cdlib.org/findaid/ark:/13030/c84m953s/ 1953-1978 – US Senator Freedom of Information Act author and sponsor of the Freedom of Information Act (FOIA) 1978 – GOV (House) – Life Insurance Marketing and Cost Disclosure, John Moss (D-CA) — [BonkNote] 1978 12 – GOV…
Read MoreMontana
Montana Max Baucus – (D-MT) 1978 -2014 – US Senator 1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance, (CSPAN) Single Premium Life Insurance, Max Baucus, (D-MT) — [BonkNote] 2007-2014 – Chair of the Senate Finance Committee, January 4, 2007 – February 6, 2014 Jon Tester – (D-MT) 2007-Current (as of 2023) -…
Read More1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance – Max Baucus (D-MT)
1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance 1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance, (CSPAN) Single Premium Life Insurance, Max Baucus (D-MT) — [BonkNote] [PDF-199p, VIDEO-CSPAN] GAO – Taxation of Single Premium Life Insurance, Statement of Jennie Stathis – 15p Senate – Committee on Finance – Subcommittee on…
Read MoreInstitute of Life Insurance
Institute of Life Insurance 1960 0418 – Ad – Institute of Life Insurance – St. Petersberg Independent, The Evening Independent Newspaper- [link-Google-News] Life insurance, in addition to providing for family security, plays an important role in our national growth. ⇒ Savings, through life insurance, help provide the funds for new schools, new factories and the…
Read MoreMDL-1102 – LC – Sun Life Assurance Company of Canada Sales Practices Litigation
MDL-1102 – Sun Life Assurance Company of Canada Sales Practices Litigation MDL-1102 – LC – IN RE: Sun Life Assurance Company of Canada Sales Practices Litigation Document 92 – Opinion – 9p 1995 – LC – Civ. No. 2:95-05723 (WJM) Opinion – 9p re: Dorothy S. Curhan v. Sun Life Financial,Opinion (after Main Case) – Document 92 – Filed: 07/02/13…
Read MoreSun Life of Canada
Sun Life of Canada 2010 – LC – Sun Life Assurance Company of Canada v. Metropolitan Life Insurance Company – Judgement – Ontario – Superior Court — [BonkNote] — 8p Fehr v Sun Life Assurance Company of Canada – Ontario – [BonkNote] 2018 0905 – LC – Fehr v Sun Life – Decision – Ontario – Court of…
Read MoreJames Jackson
James Jackson TransAmerica, Occidental A proposal to draft a universal life model bill was set forth by the advisory committee to the (A5) Universal Life Insurance Task Force. The advisory committee chairman, James Jackson of Transamerica Occidental Life, indicated that the drafting of such a model bill would be contingent on the ability of the advisory…
Read MoreBoston Mutual Life Insurance Company
Boston Mutual Life Insurance Company Military Boston Mutual Life Insurance Company 2006 0528 – Boston Mutual Life – Multi State Exam, Regulatory – 16p Massachusetts (Lead Regulator), Texas, Georgia 2006 0227 – Boston Mutual Life – Report on the Limited Scope Multi-State Market Conduct Examination of Boston Mutual Life Insurance Company, by the Office of…
Read MoreChicago Tribune
Chicago Tribune 1982 0713 – Chicago Tribune – Universal Life Insurance Trapped Between IRS, Congress – [BonkNote] 1992 0126 – Chicago Tribune – Liquidation Comes for Lavish Insurer, by Laurie Cohen, (InterAmerican Insurance Co. of Illinois) — [link]
Read MoreAmerican Fidelity
American Fidelity 1998 0717 – Tampa Bay Times – Insurers Accused of Bilking Recruits – [link] The problem, investigators and prosecutors say, is that customers did not read the pamphlets, simply taking the word of persuasive sales agents. “American Fidelity obviously is not in a position to know exactly what is said at each point-of-sale,” the companies’…
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