Archive for March 2024
LLQP – Life License Qualification Program
LLQP – Life License Qualification Program 2014 03 – LLQP – Report on LLQP Curriculum – Survey Results, CISRO-OCRA – 24p 2014 03 – LLQP – Life License Qualification Program – Curriculum, CISRO-OCRA – 58p 2015 05 – LLQP – Life License Qualification Program – Curriculum, CISRO-OCRA – 59p https://www.fsrao.ca/sites/default/files/comments/2020-11/Comment%20Letter%20re%20FA%20and%20FP%20Title%20Regulation.pdf E311 – Life Insurance – 2022…
Read MoreFinseca
Finseca finseca.org/ AALU GAMA 2023 0520 – Letter – Barry Flagg / Veralytic to Finseca – 2p I regret to have to resign from Finseca … again, for the following reasons.
Read MoreSteve Leimberg
Steve Leimberg leimbergservices.com/ leimberg.com/About/Meet-Our-Team/Steve-Leimberg 2022 – legacy.com///stephan-leimberg-obituary 2018 1215 – Leimberg Newsletter – #2671 – 50p
Read MoreBarry Flagg
Barry Flagg Verlalytic 2017 0522 – Veralytic – Criticism of Hybrid Life Insurance Products – [Barry Flagg] – [VIDEO-YouTube-46:56] SEC 151A, Harkin Amendment Red Flags 35 – HyperFunding – [Bonk: Curtis Ray – MPI-?] Indexed Loans 46 – Premium Financing [Bonk: Participation Rates / Cap Rates [Bonk: 2012 0110 – BrokersAlliance – Introduction to Indexed Universal…
Read MoreLarry Rybka
Larry Rybka Valmark 2021 – NAEPC Hall of Fame Award Recipient 2005 07 – JFSP – Guesses, Projections, Promises and Guarantees, Journal of Financial Service Professionals, by Lawrence J. Rybka, J.D., CFP® – 11p 2019 10 – NAEPC JOURNAL – How to Retire in the Magical Retirement Income in the Clouds, Issue 32, by Lawrence…
Read MoreCurtis Ray
Curtis Ray compoundinterest.com/ SunCor MPI® Premium Strategy Washington – Cease and Desist Curtis Ray – Comments About – Curtis Ray – What Happens To MPI® In A Down Market? – 8 – Reloc (known as a Participating Loan) in an IUL – [Bonk: bottom of screen in Video] Intro to MPI® Premium Strategy – issuu.com/eeup/docs/intro_to_mpi_premium_strategy_2023…
Read MoreTax Shelters
Tax Shelters 2003 0719 – NYT – Wealthy Family Is Suing Lawyer Over Tax Plan, By David Cay Johnston – [link-Paywall Free] Since the government began attacking tax shelters in earnest two years ago, a growing number of individuals and corporations who bought shelters that the I.R.S. has either demolished, or may demolish, have filed lawsuits against…
Read More2020 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know
2020 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know 2020 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know – [Todd Langford] — [BonkNote] — [VIDEO-YouTube-18:52] Todd Langford 00:00 – Todd – Zero-sum Game. Accountants got a hold of it sometime in the 80s…
Read MoreRockefellers
Rockefeller 2003 0719 – NYT – Wealthy Family Is Suing Lawyer Over Tax Plan, By David Cay Johnston – [link-Paywall Free] A number of wealthy Americans, including at least one Rockefeller, bought similar insurance plans devised by the tax lawyer to escape billions of dollars in gift and estate taxes, according to insurance, legal and accounting…
Read MoreCanada – Index
Canada – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A Advocis Affinity Life Always Marco Back to top B British Columbia Back to top C Canada Canada – Index Canada – Insurance – Overview Canada – Lawsuits Canada – YouTube CISRO-OCRA – Canadian Insurance Services Regulatory Organizations Crown Life Back to top E Experior Financial Group Back to top F…
Read More