October 2023 – Page 3

Commercial and Financial Chronicle fraser.stlouisfed.org/title/commercial-financial-chronicle-1339?browse=1860s 1938 – Commercial and Financial Chronicle – TWO SECTIONS—SECTION TWO (ISSUE of JULY 16) – fraser.stlouisfed.org/files/docs/publications/cfc/cfc_1938_v146-Part2_index.pdf (IX) – Life insurance Metropolitan Life Ins. Co. ordered to bargain with union … 3890 N. Y. State passes law allowing savings banks to establish life insurance departments … 2300 Law passed reducing rate…

Excess-Interest Whole Life 1984 0616 – NYT – Your Money: Insurers Offer Hybrid Policy, By Leonard Sloane – [link] Excess-Interest Whole Life, Vanishing Premium, ACLI – Daniel Case ”It seems to be growing now,” said Daniel F. Case, an actuary for the American Council of Life Insurance, the trade association for the nation’s life insurers, about this…

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 -…