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2020s – Index
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2020s – ACLI – American Council of Life Insurers – Snippets
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2020s – Index
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2020s – NAIC – Insurance Commissioners – Snippets
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2020s – Newspapers
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2020s – SOA – Society of Actuaries
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2020 – IAIS – Development of Liquidity Metrics – Phase I – Exposure Approach
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2020 – SOA – Systemic Risk in China’s Insurance Industry – Society of Actuaries – 55p
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2020 0923 – Forbes – Sounding The Alarm On Indexed Universal Life Insurance [IUL], by Ed Leefeldt
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2021 – IAIS – Application Paper on Resolution Powers and Planning
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2021 – IAIS – Consultation – Insurer Culture
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2021 – LC – Mosten Investments v. Manufacturers Life – Court of Appeal
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2021 0225 – Yale – YPFS Lessons Learned Oral History Project: An Interview with Eric Dinallo – 19p
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2021 0422 – Coffeezilla – Confronting Patrick Bet-David LIVE – PBD – (PHP – People Helping People)
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2021 07 – CISRO – Comments – Principles of Conduct for Intermediaries Working Group – Stakeholder Submissions – 68p
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2021 1119 – LIIIWG – Life Insurance Illustrations Issues Working Group – (A) – NAIC – LIAC Requested Chair Report – Richard Wicka – 5p
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2021 0602 – Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? – [VIDEO-YouTube-13:09]
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2021 0728 – FSRA – Report – Insurer-MGA Relationship Review Report – 25p
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2022 – FSRA – Principles of Conduct for Insurance Intermediaries
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2022 – FSRA – [2022-006] – Comments – Principles-Based Regulation
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2022 – House of Commons – Treasury Committee – Future of financial services regulation, First Report of Session 2022–23 – 68p
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2022 – IAIS – Development of Liquidity Metrics: Phase 2
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2022 – IAIS – Insurance Sector Operational Resilience
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2022 – IAIS – Public consultation on draft criteria that will be used to assess whether the Aggregation Method provides comparable outcomes to the Insurance Capital Standard
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2022 – LLQP – Life Licence Qualification Program (LLQP) Exam Preparation Manual
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2022 – The Homeboys – LIFE INSURANCE & RETIREMENT PLANNING WITH CURTIS RAY | 🏠 Homeboys Podcast #45 – [VIDEO-YouTube-52:22]
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2022 0221 – House of Commons – Treasury Committee – Future of Financial Services
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2022 0310 – FTC – Consultation – Deceptive or Unfair Earnings Claims – FTC-2022-0020
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2022 0510 – Letter – IMG to FTC – Integrity Marketing Group – Deceptive or Unfair Earnings Claims – [2022-0020-1575]
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2022 0603 – Retirement Income Journal – NAIC Reassures Congress on Private Equity-Led Insurers, By Kerry Pechter
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2022 0610 – IPAC Report – Potential Impact of the International Association of Insurance Supervisors’ Insurance Capital Standard on the Life Insurance Industry, Policyholders and Markets in the United States – 68p
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2022 0908 – GOV (Senate) – Current Issues in Insurance – Sherrod Brown (D-OH)
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2023 – IAIS – Draft – Issues Paper on roles and functioning of Policyholder Protection Schemes (PPSs)
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2023 – VIDEO – Documentary – Madoff: The Monster of Wall Street
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2023 0120 – Always Marco – My Plan To Take Down MLM’s – [VIDEO-YouTube-02:36:26]
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2023 0224 – LIAC – Life Insurance Committee – (A) – NAIC
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2023 0317 – FTC – Consultation – Trade Regulation Rule on Unfair or Deceptive Fees – FTC-2023-0064
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2023 0415 – Always Marco – WFG Is In Trouble
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2023 0428 – Always Marco – Debating A Member Of PHP – People Helping People
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2023 0621 – Always Marco – Debating A Member of WFG – [VIDEO-YouTube-02:31:04]
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2023 0705 – BetterWealth – Expert Reviews Whole Life Insurance, IUL’s, and Annuities – [Bobby Samuelson] – [VIDEO-YouTube-01:14:13]
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2023 1006 – Family First Life Lawsuit Witnesses – PHP Agency Recruiter Interviewing Job Applicant – Scamming New Agents!
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2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries – 7p
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2023 1121 – FSRA – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability
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2023 1126 – BetterWealth – The Last Video You’ll Ever Need On Infinite Banking | with @Mr_brrrr – [VIDEO-YouTube-01:00:44]
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2023 1128 – LIFE180 – The Shocking Truth About Indexed Universal Life Insurance Revealed
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2023 1129 – LIFE180 / Chris Kirkpatrick – Curtis Ray | MPI vs Whole Life| REACTION – [Garrett Gunderson]
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2023 – LC – Eric Olson v. World Financial Group Insurance – WFG
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2023 10 – FSRA – Report – Market Conduct: Life and Health Insurance Agents – Life Agent Thematic Examinations: Tiered Recruitment Model MGAs – 43p
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2023 10 – FSRA – Report – Observed Practices in the Distribution and Sale of Universal Life Insurance – 15p
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2023 1004 – LIFE180 – Indexed Universal Life Insurance Will Get Crushed Over The Next Decade – [VIDEO-YouTube-41:54]
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2023 1121 – FSRA – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability – Comments
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2024 0102 – Letter – ACLI to GOV-DOL / EBSA – 40p
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2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability
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2024 0215 – GOV (House) – Protecting American Savers and Retirees from DOL’s Regulatory Overreach, Bob Good (R-VA)
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2024 0215 – Testimony – PIABA – Joseph C. Peiffer – 30p
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2024 0728 – Always Marco – Exposing The Big Lie of Multi-Level Marketing – [VIDEO-YouTube-15:05]
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2024 0824 – BetterWealth – DEBATE: Whole Life VS IUL – Which Permanent Life Insurance is Better? With @LIFE180 & Terry Rocks – [VIDEO-YouTube-01:34:19]
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2024 0408 – WinkIntel – And Yes, Life Insurance Illustrations are Broken for All Types of Life Insurance, by Sheryl J. Moore
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2025 – IAIS – Structural Shifts in the Life Insurance Sector
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2025 03 – IAIS – [Draft] Issues Paper on Structural Shifts in the Life Insurance Sector – 75p
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2025 1110 – InsuranceNewsNet – Kyle Busch Case: A day of reckoning for indexed universal life?, by John Hilton
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