Archive for May 2024
Strategic 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…
Read More2021 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? 2021 0602 – Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? — [BonkNote] — [YouTube-13:09] [Bonk: LASER Fun = Indexed Universal Life Insurance] 2 – Hidden Agenda – – Who is the…
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 stopirarescue.com/ira-rescue-schemes-to-avoid/ Back in the day, my industry nemesises, Doug Andrew (http://www.www-missedfortune101.com/) and Marion Snow (http://www.www-stopsittingonyourassets.com/), told readers incorrectly to remove money from their IRAs to fund cash value life. Why? So readers could move money from a “tax-hostile” environment to a “tax-free”…
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 vs. Metropolitan Life
2001 – LC – Solarchick vs. Metropolitan Life 42 Document 42-1 – Exhibit A – 1993 1227 – Pennsylvania Market Conduct Examinations of Metropolitan Life Insurance Company – Filed 04/17/06 – 46p Document 42-2 – EXHIBIT A – CONT’D – 39p Document 42-3 – EXHIBIT A – CONT’D – 42p Document 42-4 – EXHIBIT A…
Read MoreRick Urso
Rick Urso 1994 0603 – The Tampa Tribune – Fired Exec Urso Sues MetLife, by Cheryl Jackson – [link-Newspapers.com] Former Metropolitan Life Insurance Co. manager Rick Urso sued the company, executives and former sales representatives Thursday, claiming MetLife reneged on a $1 million severance agreement and instead made him into a public scapegoat. The company is…
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