2010s
2014 – SOA – Modeling of Policyholder Behavior for Life Insurance and Annuity Products: A Survey and Literature Review, Society of Actuaries – 92p
2014 – SOA – Modeling of Policyholder Behavior for Life Insurance and Annuity Products: A Survey and Literature Review, Society of Actuaries – 92p 2014 – SOA – Modeling of Policyholder Behavior for Life Insurance and Annuity Products: A Survey and Literature Review, Society of Actuaries — [BonkNote] — 92p Description: This report is a summary…
Read MoreRAFSA – The Restoring American Financial Stability Act of 2010
RAFSA – The Restoring American Financial Stability Act of 2010 2010 0410 – NAIC to GOV (Senators – All) – re: NAIC letter to Senators on the Restoring American Financial Stability Act of 2010 (RAFSA) – 4p If a study is necessary, we urge the Senate to request the study from an objective body, such as…
Read More2016 1207 – Forum 400 – Battle for the Soul of the US Life Industry – [Joseph Belth] – VIDEO
2016 1207 – Forum 400 – Battle for the Soul of the US Life Industry – [Joseph Belth] – VIDEO 2016 1207 – Forum 400 – Battle for the Soul of the US Life Industry – [Joseph Belth] — [BonkNote] — [VIDEO-YouTube-48:28] Description – Sunday, January 22, 11:00 a.m. – 11:40 a.m. Speaker: Dr. Joseph…
Read More2018 07 – CCIR – Comments – Fair Treatment of Customers Working Group
2018 07 – CCIR – Comments – Fair Treatment of Customers Working Group 2018 – CCIR – Fair Treatment of Customers Working Group – [link] 2018 – CCIR – Guidance: Conduct of Insurance Business and Fair Treatment of Customer – 28p 2018 07 – CCIR – Comments – Fair Treatment of Customers Working Group — [BonkNote] — …
Read More2014 09 – FSCO / FSRA – Report – Life Insurance Product Suitability Report – 52p
2014 09 – FSCO / FSRA – Report – Life Insurance Product Suitability Report – 52p (p1) – As a regulator, it is important for FSCO to understand what is occurring in the marketplace and to take a more proactive approach to market conduct regulation, rather than wait for problems to arise. (p1) – results…
Read More2016 – CLHIA – Insurance Distribution in Canada: Promoting a Customer-Focused System – 14p
2016 – CLHIA – Insurance Distribution in Canada: Promoting a Customer-Focused System – 14p 2016 0422 – InvestmentExecutive.com – Big changes afoot for life agents?, by Megan Harman – [link] 2016 – CLHIA – Insurance Distribution in Canada: Promoting a Customer-Focused System — [BonkNote] — 14p Guideline G18, Insurer-MGA Relationships, clarifies the roles, responsibilities and accountabilities within insurer-MGA…
Read More2020 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know
2020 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know 2020 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know – [Todd Langford] — [BonkNote] — [VIDEO-YouTube-18:52] Todd Langford 00:00 – Todd – Zero-sum Game. Accountants got a hold of it sometime in the 80s…
Read More2015 0428 – GOV (Senate) – The State of the Insurance Industry and Insurance Regulation – Richard Shelby (R-AL)
2015 0428 – GOV (Senate) – The State of the Insurance Industry and Insurance Regulation – Richard Shelby (R-AL) 2015 0428 – GOV (Senate) – The State of the Insurance Industry and Insurance Regulation, Richard Shelby (R-AL) — [BonkNote] [PDF-56p, VIDEO-Senate] – <mp3, mp4> – T Woodall, McCarty, McRaith, Mark Van Der Weide NAIC – Kevin M. McCarty,…
Read MoreCowboy Athletics v. Lincoln National Life Insurance Company
Cowboy Athletics v. Lincoln National Life Insurance Company Oklahoma State University – Cowboys Athletics and Lincoln National Life Insurance Company T. Boone Pickens 2007 program, called Gift of a Lifetime 2010 0212 – NYT – University and Pickens Sue Over Fund-Raising Plan, By Stephanie Strom – [link] 2012 0318 – AM Best / WinkIntel – Lincoln…
Read More2012 – Book – Law and Economics of Insurance
2012 – Book – Law and Economics of Insurance 2012 – Book – Law and Economics of Insurance, Edited by Daniel Schwarcz, Professor, University of Minnesota Law School PART I INFORMATION ASYMMETRIES IN THE LAW AND ECONOMICS OF INSURANCE A. Adverse Selection 1. Amy Finkelstein and James Poterba (2002), ‘Selection Effects in the United Kingdom…
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