1991-1992 – SOA – Final Report* of the Task Force for Research on Life Insurance Sales Illustrations, Society of Actuaries – 142p 1991-1992 – SOA – Final Report* of the Task Force for Research on Life Insurance Sales Illustrations, Society of Actuaries  —  [BonkNote]  —  142p Appendix II – Illustration Examples *Opinions expressed herein are…

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CC – 1993 When and 2005 Military and 2022 Current Issues in Insurance Many insurance companies even have a way to get a consumer’s money without the consumer ever knowing about it. Most policies have a clause that allows the company, without telling the policyholder, to dip into the savings component of their life insurance…

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MetLife – Lawsuits 1990s 2000s 2010s 1990s  1993 – LC – Horton v. Metropolitan Life (def. Rick Urso) – Document 1 – Filed 11/01/93 – Complaint – 37p 8:93-cv-01849-SDM Date filed: 11/01/1993, Date terminated: 10/25/1994, Date of last filing: 06/23/2011 Document 1 – Filed 11/01/93 – Complaint – 37p 1994 – NAIC – Special Committee on…

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1991 0227, 0507, 0509, 0523 – GOV (Senate) – Insurance Company Solvency 1991 0227, 0507, 0509 and 0523 – GOV (House) – Insurance Company Solvency, (CSPAN) Insurance Company Insolvencies, Cardiss Collins (D-IL)  —  [BonkNote] [PDF-369p-GooglePlay,  VIDEO-0509-CSPAN]  ->Not on govinfo.gov – R <VIDEO-? – 0227, 0507 and 0523> House – Committee on Commerce, Science, and Transportation – Subcommittee on Commerce, Consumer…

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1999 – LC – Zarrella v. Minnesota Mutual 1999 – LC – Zarrella v. Minnesota Mutual Life Ins., 96-2782 Opinion – 26p (p9) – The literature attached to the conservation brochure read: “At Minnesota Mutual, we believe you should get an up-to-date return on your insurance dollars – no matter how long you’ve owned your policy. With Ultimate Interest™, our unique…

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1991 0509 – GOV (Senate) – Insurance Company Solvency – Tom Sutton – ACLI – Pacific Life https://www.bonknote.com/wp-content/uploads/1991-0509-Insurance-Company-Insolvencies-Sutton-Disclosure-2.mp4 Tom Sutton (ACLI / Pacific Life) –   My personal opinion is that I would not have any problem with a kind of disclosure that could be communicated simply, but was based on extensive analysis by someone capable…

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