aband – Page 14 – [BonkNote]

Seed – Harvest 7702a tax planning Doug Andrew Eric Olson 7-Figure Squad – Matt Sapaula “seed” “harvest” “roth” Van Mueller Tom Hegna FFL Doug Andrew 1999 1102 – Salt Lake City – The Roth IRA A step In The Right Direction – However, There’s A Better Way To Have Tax-Free Retirement Income Without All The…

A.L. Williams – Lawsuits 1986 – LC – James D. Conder v. A.L. Williams – Brief of Respondent – 36p Case No. 20297 Utah Supreme Court Appeal from the Judgment of the Third District Court, Salt Lake County, The Honorable Scott Daniels 1986 – LC – KELLY v. A. L. WILLIAMS CORP. – 669 F. Supp. 1058 …

Charles D. Adams Born: 1936-? A.L. Williams Mastermind 1990 1111 – Asbury Park Press – This Isn’t Just Insurance: When A.L. Williams Pitches, Agents Listen, by Ames Alexander — [BonkNote] Lifetime Security Insurance of Denton, TX LSL Corporation of Denton, TX Progressive National Corporation, Illinois Holding Company Progressive National Life Insurance SEC Arkansas, Missouri, Texas, Georgia From Leachville,…

1981 0118 – The Palm Beach Post – Policy Warfare: Term vs. Whole Life, by Leonard Sandler 1981 0118 – The Palm Beach Post – Policy Warfare: Term vs. Whole Life, by Leonard Sandler — [BonkNote] — [link-Part 1-newspapers.com] — [link-Part 2-newspapers.com] 18 Jan 1981, Sun The Palm Beach Post (West Palm Beach, Florida) Newspapers.com…

1980 1116 – Fort Lauderdale News – A.L. Williams Grows Despite Controversy, by Karen Southwick – 1980 1116 – Fort Lauderdale News – A.L. Williams Grows Despite Controversy, by Karen Southwick — [BonkNote] — [link-Part 1-p39-newspapers.com] — [link-Part 2-p-newspapers.com] Better Business bureaus in Birmingham, Ala. and Dallas, Texas have issued reports questioning A.L. Williams’ sales and…

1978 1112 – The Atlanta Constitution – New ‘Deposit Term’ Insurance Creating Uproar in Industry – [A.L. Williams], by Joe Ledlie 1978 1112 – The Atlanta Constitution – New ‘Deposit Term’ Insurance Creating Uproar in Industry – [A.L. Williams], by Joe Ledlie — [BonkNote] — [link-Part 1-p-newspapers.ocm] — [link-Part 2-p36-newspapers.com] 12 Nov 1978, Sun The Atlanta…

EY – Ernst and Young 2022 1010 – Ernst & Young – How life insurers can provide differentiated retirement benefits – [link] Permanent life insurance and deferred income annuities with increasing income potential outperform investment-only approaches in our analysis. 2024 – Ernst & Young – Benefits of integrating insurance products into a retirement plan -…

2015 – LC – Charles Oliver v. Burgess (CFLID – Center for Life Insurance Disputes) 2015 – LC – Charles Oliver v. Burgess (CFLID – Center for Life Insurance Disputes) — [BonkNote] 6:2015cv00306 Florida Middle District Court 02/27/2015 06/04/2015 Pacer – Yes Docket – 1p

American Amicable – Horizon Life Insurance americanamicable.com/internet/POS/products/HLMIL.htm 2005 1117 – GOV (Senate) – A Review of the GAO Report on the Sale of Financial Products to Military Personnel, Richard Shelby (R-AL) — [BonkNote] https://www.floir.com/siteDocuments/LH-Exams/American-AmicableLifeTXMulti-StateRegSettlementAgreement.pdf https://www.af.mil/News/Article-Display/Article/128924/insurance-companies-to-pay-back-gis-for-deception/ https://militarymoneymatters.org/2023/04/15/sharks-still-circling-the-military-bases-life-insurance-sold-as-investments/ https://www.deseret.com/2006/8/4/19966879/firm-that-targeted-servicemen-settles/ https://www.thefreelibrary.com/Selling+insurance+to+soldiers-a0131435620 2010 0823 – insurance-forums.com – by Green Sky (Rick) – insurance-forums.com/community/threads/term-life-w-annuity-rider.23570/#post-295555 This product used to be written by American Amicable. It…

Primerica – TimeLine 2017 1218 – Letter – TINA.org to Primerica – re: Deceptive Marketing for Primerica Business Opportunity, Truth In Advertising – 1p 2020 0506 – Letter – TINA.org to DSSRC – Re: Illegal Income Claims by Primerica, Truth in Advertising, Direct Selling Self-Regulatory Council – 11p 2021 – BBB National Programs – Primerica -…