Archive for March 2024
2022 – 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…
Read MoreLLQP – 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/
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 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 2022 – The Homeboys -…
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 More2016 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know
2016 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know 2016 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know — [BonkNote] — [VIDEO-YouTube-18:52] Todd Langford, Husband of Kim Butler 00:00 – Todd – Zero-sum Game. Accountants got a hold of it sometime in the…
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 More