Archive for September 2023
NFP – National Financial Partners
NFP – National Financial Partners 2009 – NPF – Training Manual – Full – 94p 2009 – NPF – Training Manual – Section 1 – Introduction to National financial Partners – 29p 2009 – NPF – Training Manual – Section 2, Life Insurance Basics – 13p 2009 – NPF – Training Manual – Section 3, Life Insurance – 40p
Read MoreACCI – American Council on Consumers Interests
ACCI – American Council on Consumers Interests consumerinterests.org/history Consumers Union 2011 – ACCI -The Disclosure Solution to the Problems Consumers Face in the Life Insurance Marketplace, by Brian Fechtel – 5p 2011 American Council on Consumer Interests Conference Proceedings 1991 – ACCI – Housing for Moderate Income Households, by Vincent M. Brannigan, Associate Professor, Textiles and…
Read MoreSpecial
Special AIG Special Task Force – (EX) – NAIC Special Plans Special Policies Specialty Policies
Read MoreDoug Andrew
Doug Andrew Doug Andrew – Index Doug Andrew – Lawsuits 2005-2007 – Media – Scott Burns – Doug Andrew — [BonkNote] Douglas R. Andrew ?-Years-? – EF Hutton ?-1982-? – Investors Life Insurance Company (Nebraska) 1982 0908 – The Daily Spectrum – Judge schedules hearing for insurance – [link-newspapers.com] Federal Judge Aldon Anderson has scheduled a Sept. 13…
Read More2020s – ACLI – Snippets
ACLI – 2020s – Snippets 2020 0107 – WSJ – It’s the Hottest Thing in Life Insurance. Are Buyers Aware of the Risks? Regulators worry insurers are underplaying the dangers of a product tied to the performance of the U.S. stock market, by Leslie Scism – [link] One concern is that existing consumer materials “can lead…
Read More2010s – ACLI – Snippets
ACLI – 2010s – Snippets 2011 0422 – WSJ – AIG Tries to Sell Death-Bet Securities, By Leslie Scism – [link] The new wrinkle of securitization arose in the market’s boom years before the financial crisis. Just as Wall Street banks bundled mortgages to make mortgage bonds, financiers looked into bundling hundreds of life-insurance policies into…
Read More2000s – ACLI – Snippets
ACLI – 2000s – Snippets Michael Lovendusky (American Council of Life Insurers — ACLI) …. said the Unfair Trade Practices Act is the bedrock of market practices. 2001-1, NAIC Proceedings, Suitability Working Group Today, life insurers compete directly with non-insurance financial services institutions, such as banks and mutual funds. (p12) — William B. Fisher, Vice…
Read More1990s – ACLI – Snippets
1990s – ACLI – Snippets I’m going to discuss what Norm referred to as consumer disclosure forms. To date, no state has adopted these forms. Why this complete lack of action after all the effort in developing the forms? One possible reason is that, during the early part of the year, state insurance departments are…
Read More1970s – ACLI – Snippets
ACLI – Snippets – 1970s The most obvious, though not necessarily accurate, basis of comparison of policies of the same initial or minimum face value is the premium. (p41) 1976 0909 – Letter – ACLI to NAIC – RE: Proposed Changes to the NAIC Model Variable Life Insurance Regulation – 1976-1 – NAIC Proceedings – p623-…
Read MoreEd Slott
Ed Slott Heroes of Zero — [BonkNote] The American College – theamericancollege.edu///ed-slott-companys-ira-success 2005 – NAEPC Hall of Fame Award Recipient irahelp.com/ – Ed Slott and Company youtube.com/@EdSlottandCompanyIRA PBS 2017 0818 – ThinkAdvisor – Your 5 Best Arguments for Life Insurance (Besides the Death Benefit), By Ed Slott – [link] IRAs are bad assets; life insurance is…
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