Archive for May 2024
AFREF – Americans for Financial Reform Education Fund
AFREF – Americans for Financial Reform Education Fund realbankreform.org/ 2023 12 – AFREF – Risky Business: Private Equity’s Life Insurance Gambit, Americans for Financial Reform Education Fund – 20p
Read MoreLifeHealthPro
LifeHealthPro 2012 1116 – ThinkAdvisor – 11 ways to sell IUL more ethically, By Bill Coffin – [link] Indexed universal life sales are the fastest-growing segment of the life industry thanks to the protection they provide against market downturns while still giving policyholders the opportunity to invest profitably. But IUL is a complicated product, and those…
Read MoreHyperfunding
Hyperfunding 2014 0928 – Letter – Sheryl J. Moore to NAIC (LATF) – Moore Market Intelligence – RE: Actuarial Guideline on Illustrations for Indexed Life Insurance Policies – [link] Hyperfunding 2017 0522 – Veralytic – Criticism of Hybrid Life Insurance Products – [Barry Flagg] – [VIDEO-YouTube-46:56] SEC 151A, Harkin Amendment Red Flags 35 – HyperFunding 2024 0725 -…
Read MoreTerm Insurance On Funds
Term Insurance On Funds 1998 0902 – Chicago Tribune – Preventing Loss with an Expensive Safety Net – [link] All fund investors want to find a way to lock in their winnings and eliminate the potential for loss. To make it happen, the fund industry would have you make a deal with the devil. When you…
Read MoreJerome Golden
Jerome Golden Jerry Golden Jerome S. Golden NAIC – Variable Life Insurance Task Force -?- Monarch -?- Equitable 1987-? – Founder – BT Variable, originally named the Golden Financial Group, which he founded in 1987 1999-2005 – Founder – GRR – Golden Retirement Resources, Inc 2005-? – MassMutual pv – Jerome S. Golden is president…
Read MoreSwiss Army Knife
Swiss Army Knife 1995 – Variable universal life: The “Swiss army knife” of financial planning. Journal of the American Society of CLU & ChFC, 49(3), 22-25, by Ben Baldwin – 1998 1214 – Forbes – When costly insurance makes sense: For most people, whole life is a bad buy. Are you one of the exceptions?…
Read MoreThe Bear Cave Report – Primerica
Primerica – The Bear Cave Report Primerica – The Bear Cave Report — [BonkNote] 2024 0418 – Report – The Bear Cave – Problems at Primerica (PRI), by Edwin Dorsey – [link] 2024 0418 – Primerica – Press Release – PRIMERICA RESPONDS TO MISINFORMATION ABOUT THE COMPANY – [link] 2024 0418 – Bezinga -Short Seller Targets…
Read MoreAlways Marco – Index
Always Marco – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A Always Marco Always Marco – Book Recommendations Always Marco – Lawsuits – Index Always Marco – Primerica Always Marco – WFG – World Financial Group Back to top I International Markets Life Inc. dba IM Academy vs. Marco Moukhaiber – Always Marco Back to top P Primerica v. Marco…
Read MoreSales Strategies
Sales Strategies Bank on Yourself Pamela Yellen BTID – Buy Term and Invest the Difference BYOB – Be Your Own Banker Kai-Zen LEAP – Lifetime Economic Acceleration Process Flex Method IBC – Infinite Banking Concept Nelson Nash Laser Fund Doug Andrew LIRP – Life Insurance Retirement Plan David McKnight Missed Fortune Doug Andrew MPI…
Read MoreQualified Money to Life Insurance
Qualified Money to Life Insurance Doug Andrew David McKnight 72T / SEPP / LIRP – Life Insurance Retirement Plan https://www.newspapers.com/article/leader-telegram/146613928/ 2012 – LC – BERNICE F. BAMBULIS vs. PROTECTIVE LIFE INSURANCE CO. Civil Action No. 11-2256 United States District Court, E.D. Louisiana. 2012 1211 – [Google Scholar] This action arose over the termination of a…
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