Laurence Kotlikoff ESPlanner, not MaxiFi maxifiplanner.com/our-president 1985 – NBER – Life Insurance of the Elderly: Adequacy and Determinants, by Alan J. Auerbach and Laurence J. Kotlikoff – 51p 1987 – AP – Life Insurance of the Elderly: Adequacy and Determinants, In Work, Health, and Income among the Elderly. Washington, DC: The Brookings Institution, by Auerbach,…

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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…

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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,…

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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…

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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…

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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…

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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…

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Doug Andrew – Media 2005-2007 – Scott Burns – re: 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…

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Investment Grade Policies (p77) – Q And what would be in the private retirement account? A At the time he called it an IGLI, investment grade life insurance policy.  2014 0415 – DOC 808 – Trial Transcript – Day 5 – Walker v LSW – 229p  —  [BonkNote] The SPI product may be marketed as…

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