Cowman Index to Actuarial Literature – 1889-1989 – SOA, Society of Actuaries 1989 – SOA – Cowman Index to Actuarial Literature 1889-1989, Society of Actuaries – 1013p (p1) – This index, entitled “Index to Actuarial Literature 1889-1989,” was compiled by Edward F. Cowman, a Fellow of the Society of Actuaries. The title of this index…

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1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance 1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance, (CSPAN) Single Premium Life Insurance, Max Baucus (D-MT)  —  [BonkNote] [PDF-199p, VIDEO-CSPAN]  GAO – Taxation of Single Premium Life Insurance, Statement of Jennie Stathis – 15p Senate – Committee on Finance – Subcommittee on…

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MDL-634 – IN RE: Academy Life Insurance Company Estate Conservation Plan Litigation Academy Life Insurance Company 1957 – ia803409.us.archive.org/25/items/sim_army-times_1957-10-19_18_11/sim_army-times_1957-10-19_18_11.pdf 1980s – MDL-634 – IN RE: Academy Life Insurance Company Estate Conservation Plan Litigation  —  [BonkNote] 1984 0505 – El Paso Times – Mattox: Insurance company must make refunds – newspapers.com/article/el-paso-times/136240027/ Jack Milton Amason, Agent. ECP-95 – Policy 1984…

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1980s – Prudential Insurance Company – Snippets Prudential – Snippets Thus, we have universal life policies with a so-called low target premium where excess interest earnings can carry the policy for the whole of life with the payment of that low premium. We have the other extreme where the premium is higher but through the use of dividends or…

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1983 0311 – GOV (Senate) – Taxation of Financial Services Industry 1983 0311 – GOV (Senate) – Taxation of Financial Services Industry – Bob Dole (R-KS)  —   [BonkNote]  [PDF-356p-Senate-Link, VIDEO-?]   Senate – Committee on Finance (p93) – … the life insurance industry has developed new products that contain predominantly investment features similar to those offered…

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ULMR – Universal Life Insurance Model Regulation – MDL-585 – NAIC This model began its development when an interested party* gave a brief description of the background and concern of the new so-called “Universal Life” products to the NAIC Life Insurance (A) Committee.    —  [Bonk: interested party* = Jim Jackson of Transamerica / Occidental…

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