October 2023 – Page 3

GSLIC – Guarantee Security Life Insurance Company 2016 – The Australian Actuarial Journal – “Someone Else’s Problem” – The Failure of the Guarantee Security Life Insurance Company, by S. Ferris – (p1-64) – 113p The receiver estimated that GSL’s policy liabilities amounted to $620 million – but unfortunately the company’s assets were worth only $230…

Bail Bonds ABC – American Bail Coalition, founded in 2001 NABIC – National Association of Bail Insurance Companies National Association of Surety Bail Underwriters National Association of Bail Recovery Agents Associated Bond IN RE CALIFORNIA BAIL BOND ANTITRUST LITIGATION Case 4:19-cv-00717-JST Document 284 – 35p NAIC, Supplement 1998 0312 – GOV (House) – Citizen Protection Act…

Shearson wikipedia.org///Shearson EF Hutton Lehman Brothers American Express

Reversionary Annuity 2000 – SOA – Patenting Insurance Products: Making First-to-Market Really Mean Something, Society of Actuaries – 25p Dean Potter: (p9) – I certainly appreciate the opportunity to be invited to address the Society of Actuaries and relate my story and my patent of a very unique life insurance product. (p12) – When the IRS…

Abandoned Property Prepared Statement of the Securities Industry Association [SIA] HOW SECURITYHOLDERS BECOME “LOST” Abandoned property is tangible or intangible property that is unclaimed by its rightful owner. Although it seems inconceivable that a securityholder would “abandon” their property, for a variety of reasons, a considerable number of securityholders are “lost” each year when dividend…

Jerry Keating Jerry Keating, Agent – John Hancock 1993 0525 – GOV (Senate) – When Will Policyholders Be Given The Truth About Life Insurance?, Howard Metzenbaum (D-OH) — [BonkNote] 1994 0206 – Newsweek – Here They Go Again, by Jane Bryant Quinn – [link] This statement is only the tip of the problem. There are hundred…

Pension Maximization Pension Max 1995 – SOA – The “Pension Max” Election: An Investigation of the Structural and Economic Differences between the 100% Contingent Annuity Pension Benefit Option and the Straight Life Benefit Option., Society of Actuaries – 66p The scheme deceptively called “pension maximization” is stripping unknown thousands of widows of their future security. Its…

Howard Cannon Howard Cannon (D-NV) 1959-1983 – US Senator 1979 0710 and 1017 – GOV (Senate) – FTC Study of Life Insurance Cost Disclosure, Howard Cannon (D-NV) — [BonkNote] Senator Howard Cannon – (D-NV): “…be sure that the FTC keeps its nose out of the investigation of the insurance industry…” 1980 0207 – Congressional Record -…

Virginia Knauer Republican 1969–1977 – Special Assistant to the President for Consumer Affairs 1981–1989 – Director of the U.S. Office of Consumer Affairs fordlibrarymuseum.gov/library/guides/findingaid/knauerfiles.asp 1973 0604 / 05 – NYT – Real Cost Methods Urged – [link] The Administration today urged state insurance commissioners to find a better way to let consumers know how much…

Books – Taxes Series – Tax Facts on Life Insurance, by National Underwriter Company, 1957 – Book – Taxation of Life Insurance, by Bertram Harnett 2006 – Book – U.S. Tax Reserves for Life Insurers, by Edward L. Robbins 2014 – Book – Basis Assets and Liabilities of U.S. Life Insurers, by Edward L. Robbins…