Archive for May 2024
2021 0602 – Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? – [YouTube-13:09]
2021 0602- Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? 2021 0602 – Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? — [BonkNote] — [YouTube-13:09] [Bonk: LASER Fund = IUL – Indexed Universal Life Insurance] 2 – Hidden Agenda – -…
Read More2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries – 7p
2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries 2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries, U.S. Department of Labor, Employee…
Read MoreNAIC to DOL
NAIC to DOL 2023 1101 – NAIC to DOL – State Insurance Regulators Work to Protect Consumers Who Buy Annuities; NAIC Releases Statement on DOL Fiduciary Rule Proposal – [link] “We fundamentally disagree with the White House’s characterization of state consumer protections for annuity products. The White House press statement that oversight of these products ‘varies state by state’ and…
Read More2011 0301 – DOL – 1210-AB32 – ACLI – Testimony – Hearing on Definition of Fiduciary – Investment Advice – 9p
2011 0301 – DOL – 1210-AB32 – ACLI – Testimony – Hearing on Definition of Fiduciary – Investment Advice – 9p 2011 0301 – DOL – 1210-AB32 – ACLI – Hearing on Definition of Fiduciary – Investment Advice — [BonkNote] — 9p We share the Department’s interest in seeing that plans and participants who seek out and are promised…
Read MoreThe Wealthy Idiots
The Wealthy Idiots youtube.com/@TheWealthyIdiots 2023 0225 -The Wealthy Idiots – Indexed Universal Life Debunked | Reaction to Doug Andrew & Market Volatility – [VIDEO-YouTube-36:01] 2023 0307 – The Wealthy Idiots – Life Insurance…The Trillion Dollar Scam? – [VIDEO-YouTube] 31 – Doug Andrew – LC – Cressy 36 – 2023 0408 – The Wealthy Idiots – The…
Read MoreRoccy DeFrancesco
Roccy DeFrancesco youtube.com/@StrategicAdvisor stopirarescue.com/ WPI – Wealth Preservation Institute Global Advisors – YouTube FeeOnlyAdvisors.net 2024 0725 – BetterWealth – Exposing Curtis Ray: Attorney Reveals The Dangers of MPI – [Roccy DeFrancesco] — [BonkNote] — [VIDEO-YouTube-28:22] stopirarescue.com/ira-rescue-schemes-to-avoid/ Back in the day, my industry nemesises, Doug Andrew (missedfortune101.com – [Bonk: Bad Link]) and Marion Snow (stopsittingonyourassets.com/ stopsittingonyourassets.com),…
Read MoreLawsuits – Random – Not Life Insurance
Lawsuits – Random – Not Life Insurance 2023 0516 – Appellate Division, First Department Live Stream – 38 56 01:07:00
Read More2001 – LC – Solarchick v. Metropolitan Life
2001 – LC – Solarchick v. Metropolitan Life 2001 – LC – Solarchick v. Metropolitan Life Lead Case: 2:01-cv-00444-DWA Date Filed: 03/07/2001, Date Terminated: 07/11/2006 U.S. District Court – Western District of Pennsylvania (Pittsburgh) Member cases: 2:00-cv-00079-DWA-KJB 2:01-cv-00434-DWA-KJB 2:01-cv-00444-DWA 2:03-cv-01323-DWA 2:97-cv-01173-DWA Case in other court: Related, 2:06-mc-00173 – Allegheny County, G.D.No. 99-19797 111 111-3 p24…
Read MoreRick Urso
Rick Urso Daniel Richard Urso 20 Apr 1992, Mon Tampa Bay Times (St. Petersburg, Florida) Newspapers.com 1993 – LC – Horton v. Metropolitan Life (def. Rick Urso) 8:93-cv-01849-SDM Florida Middle District Court Date filed: 11/01/1993, Date terminated: 10/25/1994, Date of last filing: 06/23/2011 Document 1 – Filed 11/01/93 – Complaint – 37p 1994 0603 – The…
Read More1994 0106 – WSJ – Met Life Got Caught; Others Sent Same Letter, by Greg Steinmetz
1994 0106 – WSJ – Met Life Got Caught; Others Sent Same Letter, by Greg Steinmetz 1994 0106 – WSJ – Met Life Got Caught; Others Sent Same Letter, by Greg Steinmetz — [BonkNote] — <WishList> Agents for met life weren’t the only ones who tried to sell life insurance to nurses without telling them…
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