2010s

2017 1106 – LIBGWG – Life Insurance Buyer’s Guide Working Group – (A) – NAIC 2017 1106 – LIBGWG – Life Insurance Buyer’s Guide Working Group – (A) – NAIC – [BonkNote] We believe consumers would benefit from the inclusion of a discussion of NGEs in the buyer’s guide, and think the following points would be…

2012 1011 – ThinkAdvisor.com – What’s a L.I.R.P.?, By David C. McKnight 2012 1011 – ThinkAdvisor.com – What’s a L.I.R.P.?, By David C. McKnight — [BonkNote] — [link] However, unless the L.I.R.P. is structured correctly, the expenses can overwhelm the growth inside the accumulation account. In order to maximize the impact of the L.I.R.P. strategy, a client…

2017 – LC – Chamber of Commerce v. U.S. Department of Labor (DOL) – 17-10238 2017 – LC – Chamber of Commerce v. U.S. Department of Labor (DOL) – 17-10238 47 – EXHIBITS IN SUPPORT FILED by Appellants Chamber of Commerce – 668p – <Wishlist> 139 – AMICUS CURIAE BRIEF FILED by Financial Planning Coalition…

2010s – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A ACLI v. Perez (DOL – Department of Labor) – Fiduciary Rule AIG – Lawsuits Back to top C Ciofoletti v. Securian Conseco Costigan v. John Hancock Cowboy Athletics v. Lincoln National Life Insurance Company Back to top D Dots – NAIC – Working Groups – 2013 Forward Back to top…

2015-Book-The Insurance Forum-Chapter 5-The A.L. Williams Replacement Empire, by Joseph Belth-15p 2015 – Book – The Insurance Forum – Chapter 5 – The A.L. Williams Replacement Empire, by Joseph Belth — [BonkNote] — 15p 1 – Often ALW sold an annuity rider attached to the tern life policy to provide for the accumulation of…

2013 0704 – LC – Eddie Cressy v. FG Life, OM Financial, Doug Andrew, Paramount – Complaint for Damages and Equitable Relief – 11-05871 – 39p 2013 0704 – LC – Eddie Cressy v. FG Life, OM Financial, Doug Andrew, Paramount – Complaint for Damages and Equitable Relief – 11-cv-05871 – 39p — [BonkNote] 2011…

2011 0301 – DOL – 1210-AB32 – ACLI – Testimony – Hearing on Definition of Fiduciary – Investment Advice – 9p 2011 0301 – DOL – 1210-AB32 – ACLI – Hearing on Definition of Fiduciary – Investment Advice — [BonkNote] — 9p We share the Department’s interest in seeing that plans and participants who seek out and are promised…

2015 – LC – Charles Oliver v. Burgess (CFLID – Center for Life Insurance Disputes) 2015 – LC – Charles Oliver v. Burgess (CFLID – Center for Life Insurance Disputes) — [BonkNote] 6:2015cv00306 Florida Middle District Court 02/27/2015 06/04/2015 Pacer – Yes Docket – 1p

2018 – VIDEO – The Power of Zero: The Tax Train is Coming – David McKnight 2018 – VIDEO – The Power of Zero: The Tax Train is Coming – David McKnight — [BonkNote] Heroes of Zero — [BonkNote] Tom Hegna David McKnight Van Mueller Ed Slott Don Blanton – President, MoneyTrax, Inc., Financial Advisor [Bonk: Circle…

2014 0605 – LC – Eddie Cressy v. Fidelity & Guaranty Life Insurance Company, Paramount Financial Services and Douglas Andrew – BC514340 2014 0605 – LC – Eddie L. Cressy v. Fidelity & Guaranty Life Insurance Company, Paramount Financial Services and Doug Andrew – BC514340 — [BonkNote] 2013 0704 – LC – Cressy v. FG Life,…

2017 1106 – LIBGWG – Life Insurance Buyer’s Guide Working Group – (A) – NAIC

2017 – LC – Chamber of Commerce v. U.S. Department of Labor (DOL) – 17-10238

2010s – Index

2015 – Book – The Insurance Forum – Chapter 5 – The A.L. Williams Replacement Empire, by Joseph Belth – 15p

2013 0704 – LC – Eddie Cressy v. FG Life, OM Financial, Doug Andrew, Paramount – Complaint for Damages and Equitable Relief – 11-05871 – 39p

2011 0301 – DOL – 1210-AB32 – ACLI – Testimony – Hearing on Definition of Fiduciary – Investment Advice – 9p

2014 0605 – LC – Eddie Cressy v. Fidelity & Guaranty Life Insurance Company, Paramount Financial Services and Doug Andrew – BC514340