Archive for May 2024
Laurence Kotlikoff
Laurence Kotlikoff 1989 – NBER – How Rational is the Purchase of Life Insurance? – Alan J. Auerbach, Laurence J. Kotlikoff – 47p 2004 – Book – The Coming Generational Storm – was co-authored with Boston University economist Laurence J. Kotlikoff – [Scott Burns]. The book was endorsed by five Nobel laureates, listed as one…
Read MoreDoug Andrew – Ads
Doug Andrew – Ads 01 May 1988, Sun The Daily Herald (Provo, Utah) Newspapers.com 17 Nov 1991, Sun The Salt Lake Tribune (Salt Lake City, Utah) Newspapers.com 07 Jun 1992, Sun The Salt Lake Tribune (Salt Lake City, Utah) Newspapers.com 1993 1010 – Why Pay Off Your Mortgage in Half the Time – The Salt…
Read More2007 1111 – Austin American-Statesman – Don’t just buy into insurance book’s claims – [Doug Andrew], by Scott Burns
2007 1111 – Austin American-Statesman – Don’t just buy into insurance book’s claims – [Doug Andrew], by Scott Burns – Page 95 2007 1111 – Austin American-Statesman – Don’t just buy into insurance book’s claims – [Doug Andrew], by Scott Burns — [BonkNote] 11 Nov 2007, Sun Austin American-Statesman (Austin, Texas) Newspapers.com 11 Nov 2007,…
Read MoreScott Burns – Doug Andrew
Scott Burns – Doug Andrew Scott Burns Doug Andrew 2005 0904 – The Tennessean – No-equity plan has several big pitfalls – [Doug Andrew], by Scott Burns – Page E2 – newspapers.com/article/the-tennessean/148137154/ 2005 0906 – Victoria Advocate – Taking ‘Missed Fortune 101 ‘ to the reality lab, [Doug Andrew], by Scott Burns – Page 7 2006 0626…
Read MoreTax-Free Income
Tax-Free Income 2011 – SOA – Tax Diversification in Retirement Planning, by Gregory C. Freeman, Society of Actuaries – 26p Cash Value Life Insurance 2 – Tax considerations impact many financial and investment decisions; for example, clients may accept lower returns of municipal bonds just to avoid income taxes. Others will pay insurance charges to gain…
Read MoreTony Higgins
Tony Higgins North Carolina – mid-1980s-?-1994-? – Senior Deputy Commissioner Boyd A. ‘Tony’ Higgins – Jan. 2, 2024 1993-4, NAIC Proceedings – Tony Higgins (NC) agreed that there was a problem with lack of education of the agents. 2. Standardized Assumptions Tony Higgins (N.C.) asked the working group to consider projections into the future for…
Read MoreLIBG – Life Insurance Buyer’s Guide
LIBG – Life Insurance Buyer’s Guide LIBG – Life Insurance Buyer’s Guide – Index 1981-12 – Journal – American Academy of Actuaries – Statement to NAIC, RE: Dividends, Life Insurance Buyer’s Guide – [PDF-12p] EXHIBIT C: POSSIBLE CHANGES IN SOME SECTIONS OF THE LIFE INSURANCE BUYER’S GUIDE – p151-153 1981-2 NAIC Proc. – POSSIBLE CHANGES IN…
Read MoreTimeline – Regulations
Timeline – Regulations 1973 / 1975 – NAIC – LIBG 1984 – NAIC – LIBG – Added Universal Life 1983 – NAIC / ACLI – LIBG – Revised Draft Life Insurance Buyers Guide, letter and Disclosure Model Regulation – 1983-1 523 – 27p 1993 – NAIC / ACLI – LIBG – Life Insurance Buyers Guide -…
Read MoreDoug Andrew – Media
Doug Andrew – Media 2005-2007 – Scott Burns – Doug Andrew — [BonkNote] 2002 – Book – Missed Fortune 2005 – Book – Missed Fortune 101 2007 – Book – The Last Chance Millionaire: It’s Not Too Late to Become Wealthy 2008 1205 – Missed Fortune on Fox Business Channel | Doug, Emron, and Aaron Andrew…
Read More2013 0704 – LC – Cressy vs FG Life, OM Financial, Doug Andrew, Paramount – Complaint for Damages and Equitable Relief – 39p
2013 0704 – LC – Cressy vs FG Life, OM Financial, Doug Andrew, Paramount – Complaint for Damages and Equitable Relief – 39p 2013 0704 – LC – Cressy vs FG Life, OM Financial, Doug Andrew, Paramount – Complaint for Damages and Equitable Relief – 39p — [BonkNote] [Bonk] – 16 – 270p – Complete …
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