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Scott Burns – Doug Andrew
Scott Burns – Doug Andrew Scott Burns Doug Andrew 2005 0904 – The Tennessean – No-equity plan has several big pitfalls – [Doug Andrew], by Scott Burns – Page E2 – newspapers.com/article/the-tennessean/148137154/ 2005 0906 – Victoria Advocate – Taking ‘Missed Fortune 101 ‘ to the reality lab, [Doug Andrew], by Scott Burns – Page 7 2006 0626…
Read MoreTax-Free Income
Tax-Free Income 2011 – SOA – Tax Diversification in Retirement Planning, by Gregory C. Freeman, Society of Actuaries – 26p Cash Value Life Insurance 2 – Tax considerations impact many financial and investment decisions; for example, clients may accept lower returns of municipal bonds just to avoid income taxes. Others will pay insurance charges to gain…
Read MoreTony Higgins
Tony Higgins North Carolina – mid-1980s-?-1994-? – Senior Deputy Commissioner Boyd A. ‘Tony’ Higgins – Jan. 2, 2024 1993-4, NAIC Proceedings – Tony Higgins (NC) agreed that there was a problem with lack of education of the agents. 2. Standardized Assumptions Tony Higgins (N.C.) asked the working group to consider projections into the future for…
Read MoreLIBG – Life Insurance Buyer’s Guide
LIBG – Life Insurance Buyer’s Guide LIBG – Life Insurance Buyer’s Guide – Index 1981-12 – Journal – American Academy of Actuaries – Statement to NAIC, RE: Dividends, Life Insurance Buyer’s Guide – [PDF-12p] EXHIBIT C: POSSIBLE CHANGES IN SOME SECTIONS OF THE LIFE INSURANCE BUYER’S GUIDE – p151-153 1981-2 NAIC Proc. – POSSIBLE CHANGES IN…
Read MoreDoug Andrew – Media
Doug Andrew – Media 2005-2007 – Scott Burns – re: Doug Andrew — [BonkNote] 2002 – Book – Missed Fortune 2005 – Book – Missed Fortune 101 2007 – Book – The Last Chance Millionaire: It’s Not Too Late to Become Wealthy 2008 1205 – Missed Fortune on Fox Business Channel | Doug, Emron, and Aaron…
Read More2013 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 – 11-05871 – 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…
Read MoreInvestment Grade Policies
Investment Grade Policies (p77) – Q And what would be in the private retirement account? A At the time he called it an IGLI, investment grade life insurance policy. 2014 0415 – DOC 808 – Trial Transcript – Day 5 – Walker v LSW – 229p — [BonkNote] The SPI product may be marketed as…
Read MoreEquity Indexed Life Insurance
Equity Index Insurance Products 1981 – SOA – Indexed Coverages for Individual Contracts, Society of Actuaries – 26p 1997 – govinfo.gov/content/pkg/FR-1997-08-27/html/97-22597.htm SECURITIES AND EXCHANGE COMMISSION – 17 CFR Part 230 – [Release No. 33-7438; File No. S7-22-97] – RIN 3235-AH23 – Equity Index Insurance Products – ACTION: Concept release; request for comments. SUMMARY: The Securities and…
Read More151A – SEC – Securities and Exchange Commission
151A – SEC – Securities and Exchange Commission sec.gov/comments/s7-14-08/s71408-1875.pdf sec.gov/files/rules/final/2010/33-9152.pdf SUMMARY: We are withdrawing rule 151A under the Securities Act of 1933, which defines the terms “annuity contract” and “optional annuity contract” under the Act. On July 12, 2010, the United States Court of Appeals for the District of Columbia Circuit issued an order vacating…
Read MoreALIC – Association of Life Insurance Counsel
ALIC – Association of Life Insurance Counsel alic.cc/ 2008 0518-20 – Seminar – ACLI to ALIC – Association of Life Insurance Counsel Regional Meeting – The Status of Broker-Dealers Engaged in Investment Advisory Functions: Muddy Waters Slowly Clearing, Carl B. Wilkerson – 74p 2019 0924 – Seminar – ACLI to ALIC – Association of Life…
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