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

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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…

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Investment Executive 2016 0422 – InvestmentExecutive.com – Big changes afoot for life agents?, by Megan Harman – [link]

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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…

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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]

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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…

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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…

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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…

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