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2024 0215 – PIABA – Testimony – Joseph C. Peiffer, President, Public Investors Advocate Bar Association — [BonkNote] — 30p 2017 0731 – Letter – CFA to NAIC (Annuity Suitability Working Group) – re: Regarding “Best Interest” Amendments to the NAIC Suitability in Annuity Transactions Model Regulation – 5p 1. The standard of care for consumers should be a fiduciary…

Retirement Income Strategy 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation, Society of Actuaries – [link] 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation – 104p Income Target Objective Model – Excel-DownLoad Income Optimization Objective Model

Steve Parrish 2023 – New York Life – A tax-efficient way to protect and grow wealth, By Steve Parrish – 13p

Patrick Kelly callpatrickkelly.com/ State Farm –

MILICO – Massachusetts Indemnity and Life Insurance Company – A.L. Williams A.L. Williams

Searches – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# O Open Source Research Back to top R Research Resources Needed Back to top S Searches Searches – Index Search – Google – Terms Search – Index Back to top # 2023 – DOL/EBSA – 2023-0014 – RIN-1210-AC02 – Searches Back to top

Strategic Rollout 2019 0614 – 7 Figure Squad – Matt Sapaula (PHP-People Helping People) – How the Rich Get Richer Using Life Insurance ft. Douglas Andrew – [VIDEO-YouTube-42:35] – People don’t know what they don’t know – Awareness 26 – “Strategic Rollout” 2020 1020 – Doug Andrew – 3 Dimensional Wealth – Perform A Strategic…

2021 0602- Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? 2021 0602 – Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? — [BonkNote] — [YouTube-13:09] [Bonk: LASER Fund = IUL – Indexed Universal Life Insurance] 2 – Hidden Agenda – -…

2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries 2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries, U.S. Department of Labor, Employee…

NAIC to DOL 2023 1101 – NAIC to DOL – State Insurance Regulators Work to Protect Consumers Who Buy Annuities; NAIC Releases Statement on DOL Fiduciary Rule Proposal – [link] “We fundamentally disagree with the White House’s characterization of state consumer protections for annuity products. The White House press statement that oversight of these products ‘varies state by state’ and…

DOL – Department of Labor – IUL

Retirement Income Strategy

Steve Parrish

MILICO – Massachusetts Indemnity and Life Insurance Company – A.L. Williams

Searches – Index

Strategic Rollout

2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries – 7p

NAIC to DOL