2010s – SOA – Society of Actuaries 2013 – SOA – A Qualitative History of Previous Challenging Environments for the Life Insurance Industry, By Evan Borisenko, Society of Actuaries – 4p 2013 – SOA – Life Insurance Regulatory Structures and Strategy: EU Compared with US – 92p 2014 – SOA – Modeling of Policyholder Behavior for Life…

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Vogt v. State Farm 2017 – LC – Deposition of Mrs Vogt v. State Farm –  20p Illustrations – Speak for Themselves. Root: I wish they did. Vogt v. State Farm – Illustrations – 13p Vogt v. State Farm – Annual Notices – 33p Mrs. Vogt’s testimony reveals that the Vogts’ actual grievance with the…

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Maloof v. John Hancock 2010 – LC – Maloof v John Hancock, Alabama Supreme Court  —  [BonkNote] 60 So. 3d 263 Alabama Supreme Court Opinion – 39p Google Scholar – [link] David Lange – Defense Expert Witness Harriet Maloof and John A. Maloof, Jr. – Policyowners Parker A. Glasgow – Agent, and also Policyowner (6-7p)…

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IULSG – IUL Illustration Subgroup – (A) – NAIC 2019 0312 – IULSG – IUL Illustration Subgroup – (A) – NAIC  —  [BonkNote] 17. Discussed the ACLI and Coalition Group Proposals for an Actuarial Guideline for IUL Illustrations Mr. Birdsall shared the results of the Kansas Insurance Department survey (Attachment Twenty-Five) on IUL policies Mr.…

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LIFE INSURANCE ONLINE GUIDE WORKING GROUP (olibg) – Index 2018 FALL Life Insurance Online Guide (A) Working Group Oct. 10, 2018, Minutes (Attachment Ten)………………………………….6-51 2019 – 4 Conference Calls 3/18 Topic: Continue work on life insurance online guide. 6/10 7/24 – bonk Missed Conference Call 8/8 Topic: Hear a presentation from NAIC Communications Director and…

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Life Insurance Buyers’ Guide Working Group (libgwg) – Index X 2016 – 1 Meeting FALL Life Insurance Buyer’s Guide (A) Working Group Nov. 29, 2016, Minutes (Attachment Eight)…………………………….. 6-21 X 2017 X Spring Life Insurance Buyers’ Guide (A) Working Group March 27, 2017, Minutes (Attachment Four) ……………………………6-16 Life Insurance Buyer’s Guide (A) Working Group March…

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LIBGWG – Life Insurance Buyer’s Guide Working Group – (A) – NAIC 2015-2016 2015 2015 Spring – NAIC LIAC (Life Insurance A Committee) – Appointed a New Working Group to Revise the Life Insurance Buyer’s Guide Ms. Matthews said the Committee has a 2015 charge to review and consider revisions to the Life Insurance Buyer’s…

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