May 2024 – Page 8 – [BonkNote]

Harkin Amendment 2010 1101 – Brokers World – Harkin Amendment Welcome Relief For Indexed Products, By Robert M. Elconin and Eric L. Marhoun – [link]

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

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…

Hyperfunding

Project – LIRP 2017 0522 – Veralytic – Criticism of Hybrid Life Insurance Products – [Barry Flagg] – [VIDEO-YouTube-46:56] SEC 151A, Dodd-Frank – Harkin Amendment 12 – [Bonk: P1/P2]

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…

Jerome Golden Jerry Golden Jerome S. Golden Monarch NAIC – Variable Life Insurance Task Force Equitable ?-MassMutual – Forbes – Time for a Tune-Up Consider this a propitious time, then, to fine-tune your retirement plan. “If market volatility forces people to think through their strategy more clearly, it’s a good thing,” says Jerome S. Golden,…

Swiss Army Knife 1998 1214 – Forbes – When costly insurance makes sense: For most people, whole life is a bad buy. Are you one of the exceptions? Here’s how to know., By Carrie Coolidge – p252, 254 1995 – Variable universal life: The “Swiss army knife” of financial planning. Journal of the American Society…

test – newspapers.com https://www.newspapers.com/article/ventura-county-star/146622810/ 11 May 1981, Mon Ventura County Star (Ventura, California) Newspapers.com https://www.newspapers.com/article/the-los-angeles-times/146623325/ 27 Sep 1981, Sun The Los Angeles Times (Los Angeles, California) Newspapers.com https://www.newspapers.com/article/the-los-angeles-times/146634876/ 27 Sep 1981, Sun The Los Angeles Times (Los Angeles, California) Newspapers.com

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…