Archive for March 2024
Michael Pertschuk
Michael Pertschuk “pertschuk” “lecture” ftc.gov/about-ftc/biographies/michael-pertschuk/speeches-articles-testimonies – LECTURE III – STONING THE NATIONAL NANNY: CONGRESS AND THE FTC IN THE LATE 70′ – 75p 1979 0111 – AEI – A Conversation with Michael Pertschuk, American Enterprise Institute – 34p
Read More1979 – GOV (Senate) – Oversight of the Federal Trade Commission – Wendell Ford (D-KY)
1979 0918, 19, 27, 28 and 10 04, 05,10 – GOV (Senate) – Oversight of the Federal Trade Commission – Wendell Ford (D-KY) 1979 0918, 19, 27, 28 and 10 04, 05,10 – GOV (Senate) – Oversight of the Federal Trade Commission, Wendell H. Ford (D-KY) — [BonkNote] [PDF-853p-GooglePlay] Magnuson-Moss Act Oversight to Examine the Enforcement…
Read More2016 – CLHIA – Insurance Distribution in Canada: Promoting a Customer-Focused System – 14p
2016 – CLHIA – Insurance Distribution in Canada: Promoting a Customer-Focused System – 14p 2016 0422 – InvestmentExecutive.com – Big changes afoot for life agents?, by Megan Harman – [link] 2016 – CLHIA – Insurance Distribution in Canada: Promoting a Customer-Focused System — [BonkNote] — 14p Guideline G18, Insurer-MGA Relationships, clarifies the roles, responsibilities and accountabilities within insurer-MGA…
Read MoreInvestment Executive
Investment Executive 2016 0422 – InvestmentExecutive.com – Big changes afoot for life agents?, by Megan Harman – [link]
Read MoreQ: What Happened to Universal Life Policies Sold in the 1980s and 1990s?
Q: What Happened to Universal Life Policies Sold in the 1980s and 1990s? Social Media LIFE180 – Chris Naugle Lawsuits MDL – LC – Multidistrict Litigation – Legal Cases 2013 0225 – InvestmentExecutive.com – Appeal court restores allegations in proposed Sun Life class action, by James Langton – [link] The proposed suit concerns the sale…
Read MoreOntario
Ontario OSC – Ontario Securities Commission 2016 – OSC – OSC Notice 11-772 – Notice of Statement of Priorities for Financial Year to End March 31, 2016 – [link]
Read MoreFair Canada
Fair Canada faircanada.ca/ 2024 0209 – FAIR Canada – Jean-Paul Bureaud – [FSRA-2023-015] – 2024 0209 – 3p 2008 1009 – FAIR Canada – Canadian Foundation for Advancement of Investor Rights – re: Product Suitability Consultation – 2p We believe that the consultation would benefit from a clearer articulation of the reasons for and objectives…
Read MoreCanada – Insurance – Overview
Canada – Insurance – Overview Ontario Insurance Act (the “Act”) and its regulations. George Dinney Legal Cases Sun Life / Met / Fehr Mosten LLQP MGAs Universal Life Insurance 2008 10 – CCIR – An Approach to Risk-Based Market Conduct Regulation – “The Approach” – Final Report — [BonkNote] — 11p 2014 09 – FSCO…
Read MoreGrady Polcyn
Grady Polcyn youtube.com/@GradyPolcyn VP of Family First Life America 2023 0328 – Grady Polcyn – IULs: What Are They and How Do You Find Them? – [VIDEO-YouTube-21:44] Client Example – Mary – 79 yo woman – UL – UL History – BTID – Is this even Life Insurance – Target Premium – Minimum Premium 6 – How…
Read More2022 – LLQP – Life Licence Qualification Program (LLQP) Exam Preparation Manual
Chapter 4 – Universal Life (p53) – This Chapter explores the third type of permanent insurance, universal life (UL) insurance, which evolved after numerous modifications to whole life insurance. (p261) – 11.6 Using illustrations [Bonk – [1]]: Understand, Underwriters – Coverage, [Bonk – [2]]: Term vs Perm, Perm – Projections, Illustrations = Complex, [Bonk…
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