2020s

Chapter 4 – Universal Life (p53) – This Chapter explores the third type of permanent insurance, universal life (UL) insurance, which evolved after numerous modifications to whole life insurance. (p261) – 11.6 Using illustrations [Bonk – [1]]: Understand, Underwriters – Coverage, [Bonk – [2]]: Term vs Perm, Perm – Projections, Illustrations = Complex, [Bonk…

2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability 2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability — [BonkNote] BonkNote Comment – FSRA’s Life Agent and MGA Suitability Guidance – [2023-015] – 2024…

2023 0705 – BetterWealth – Expert Reviews Whole Life Insurance, IUL’s, and Annuities – [Bobby Samuelson] – YouTube 2023 0705 – BetterWealth – Expert Reviews Whole Life Insurance, IUL’s, and Annuities – [Bobby Samuelson] — [BonkNote] — [VIDEO-YouTube-01:14:13] 5 – 1st job – NFP Ohio National Life Company Dom 6 – 2009-? – Blog…

2023 – LC – Eric Olson v. World Financial Group (WFG) 2023 – LC – Eric Olson v. World Financial Group Insurance – WFG — [BonkNote] Case No. 5:24-cv-00481 Court: US District Court for the Northern District of California pacermonitor.com/public/case/52131234/Olson_v_World_Financial_Group_Insurance_Agency 2024 – LC – World Financial Group Insurance Agency v. Olson 5:2024cv00480 Filed: January 26, 2024…

2021 0422 – Coffeezilla / The High Vibration Congregation – Confronting Patrick Bet-David LIVE – PBD – (PHP – People Helping People) 2021 0422 – Coffeezilla / The High Vibration Congregation – Confronting Patrick Bet-David LIVE – PBD – [PHP – People Helping People — [BonkNote] — [VIDEO-YouTube-03:01:51] 44 – Coffeezilla – most people won’t…

Marie v. Pacific Life Insurance Company 2023 – LC – Marie v. Pacific Life Insurance Company — [BonkNote] 4:23-cv-05093, (E.D. Wash.) Date Filed: June 27, 2023 Judge: Stanley Allen Bastian 2023 0815 – InsuranceNewsNet.com – Washington state couple sues Pacific Life over IUL illustration, by John Hilton – [link] 2024 0210 – Life180 / Chris Kirkpatrick – PacLife IUL…

2023 1121 – FSRA – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability – Project 1914 Change no damage accountability – white paper 2010-Blumenthal v New York Life – Deposition – Universal Life Policy – accountability – p90 ejm – ul – dinney dinney – I didn’t explain it very well ef hutton if…

2023 1121 – FSRA – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability 2023 1121 – FSRA – [2023-015] – Proposed guidance on Life Insurance Agent & MGA Licensing Suitability — [BonkNote] — [link] — 34p 2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA…

2023 0621 – Always Marco – Debating A Member Of WFG 2023 0621 – Always Marco – Debating A Member Of WFG — [BonkNote] — [VIDEO-YouTube] 58 – 4 policies a month would be pretty impressive 58 – Commissions – 25% vs 100% 102 – Confusing, uneducated I don’t understand vs you are not…

2023 10 – FSRA – Report – Market Conduct: Life and Health Insurance Agents – Life Agent Thematic Examinations: Tiered Recruitment Model MGAs – 43p 2023 1003 – FSRA – Strengthening oversight and accountability of the life insurance sector – [link] As part of FSRA’s enhanced sector supervisory approach, today FSRA is releasing two reports: 2023…

2022 – LLQP – Life Licence Qualification Program (LLQP) Exam Preparation Manual

2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability

2023 1121 – FSRA – [2023-015] – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability – Project

2023 1121 – FSRA – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability

2023 10 – FSRA – Report – Market Conduct: Life and Health Insurance Agents – Life Agent Thematic Examinations: Tiered Recruitment Model MGAs – 43p