Archive for May 2024
Equity Indexed Life Insurance
Equity Index Insurance Products 1981 – SOA – Indexed Coverages for Individual Contracts, Society of Actuaries – 26p 1997 – govinfo.gov/content/pkg/FR-1997-08-27/html/97-22597.htm SECURITIES AND EXCHANGE COMMISSION – 17 CFR Part 230 – [Release No. 33-7438; File No. S7-22-97] – RIN 3235-AH23 – Equity Index Insurance Products – ACTION: Concept release; request for comments. SUMMARY: The Securities and…
Read More151A – SEC – Securities and Exchange Commission
151A – SEC – Securities and Exchange Commission sec.gov/comments/s7-14-08/s71408-1875.pdf sec.gov/files/rules/final/2010/33-9152.pdf SUMMARY: We are withdrawing rule 151A under the Securities Act of 1933, which defines the terms “annuity contract” and “optional annuity contract” under the Act. On July 12, 2010, the United States Court of Appeals for the District of Columbia Circuit issued an order vacating…
Read MoreALIC – Association of Life Insurance Counsel
ALIC – Association of Life Insurance Counsel alic.cc/ 2008 0518-20 – Seminar – ACLI to ALIC – Association of Life Insurance Counsel Regional Meeting – The Status of Broker-Dealers Engaged in Investment Advisory Functions: Muddy Waters Slowly Clearing, Carl B. Wilkerson – 74p 2019 0924 – Seminar – ACLI to ALIC – Association of Life…
Read MoreDOL – Department of Labor – IUL
2024 0215 – PIABA – Testimony – Joseph C. Peiffer, President, Public Investors Advocate Bar Association — [BonkNote] — 30p 2017 0731 – Letter – CFA to NAIC (Annuity Suitability Working Group) – re: Regarding “Best Interest” Amendments to the NAIC Suitability in Annuity Transactions Model Regulation – 5p 1. The standard of care for consumers should be a fiduciary…
Read MoreRetirement Income Strategy
Retirement Income Strategy 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation, Society of Actuaries – [link] 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation – 104p Income Target Objective Model – Excel-DownLoad Income Optimization Objective Model
Read MoreSteve Parrish
Steve Parrish 2023 – New York Life – A tax-efficient way to protect and grow wealth, By Steve Parrish – 13p
Read MorePatrick Kelly
Patrick Kelly callpatrickkelly.com/ State Farm –
Read MoreMILICO – Massachusetts Indemnity and Life Insurance Company – A.L. Williams
MILICO – Massachusetts Indemnity and Life Insurance Company – A.L. Williams A.L. Williams
Read MoreSearches – Index
Searches – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# O Open Source Research Back to top R Research Resources Needed Back to top S Searches Searches – Index Search – Google – Terms Search – Index Back to top # 2023 – DOL/EBSA – 2023-0014 – RIN-1210-AC02 – Searches Back to top
Read MoreStrategic Rollout
Strategic Rollout 2019 0614 – 7 Figure Squad – Matt Sapaula (PHP-People Helping People) – How the Rich Get Richer Using Life Insurance ft. Douglas Andrew – [VIDEO-YouTube-42:35] – People don’t know what they don’t know – Awareness 26 – “Strategic Rollout” 2020 1020 – Doug Andrew – 3 Dimensional Wealth – Perform A Strategic…
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