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NAFA – National Association for Fixed Annuities nafa.com/ 2012 May/June – NAFA – 4 Reasons Why Indexed Universal Life is Ideal for Younger Clients, By Robert Billingham – p31-32 – 68p 2016 – LC – NAFA – National Association for Fixed Annuities v. Perez et al. Civil Action No. 16-cv-1035, (D.D.C., filed June 2, 2016) …

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…

Daniel Gottlieb 2012 – AP – Prospect Theory Life Insurance and Annuities, by Daniel Gottlieb – 54p 2012 – NBER – Narrow Framing and Life Insurance, Working Paper 18601 – by Daniel Gottlieb and Kent Smetters – 38p 2016 – AP – Lapse-Based Insurance, by Daniel Gottlieb and Kent Smetters – 83p This paper was previously titled “Narrow…

Elan Moas 2023 – Book – Lapsed: The Universal Life Insurance Whistleblower, by Elan Moas Elan Moas – LAPSED, The Universal Life Insurance Whistleblower – [VIDEO-YouTube-03:37] 2023 1109 – Power of Zero / David McKnight – Why Elan Moas Is Wrong about IULs – [VIDEO-YouTube-00:45] 2024 0214 – For Advisors By Advisors – Will the Universal…

David Macchia youtube.com/@DavidMacchiaInnovation 2024 0417 – David Macchia – John Hilton: DOL Adds Significant Legal Liability to Producers – [VIDEO-YouTube-01:49] 2024 0417 – InsuranceNewsNet.com – DOL fiduciary adds significant legal liability to producers, panel agrees, By John Hilton – [link]

Globe Life home.globelifeinsurance.com/ AIL – American Income Life 2024 0415 – InsuranceNewsNet.com – Globe Life accused of rampant insurance fraud by short-seller report, by John Hilton – [link] 2024 0411 – Fuzzy Panda – Globe Life (GL): Executives Disregarded Wide-Ranging “Insurance Fraud” While They Received Millions in Undisclosed Kick-Back Scheme – [link] AIL – American Income Life

John Hilton 2024 0116 – InsuranceNewsNet.com – Hearing speakers trade barbs on whether DOL fiduciary rule hurts or helps, by John Hilton – [link] 2024 0415 – InsuranceNewsNet.com – Trade groups express concern about regulatory process on DOL fiduciary rule, by John Hilton – [link] A group of 11 industry trade associations sent a letter to…

DOL – Department of Labor – PTE 2020-02 dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/faqs/new-fiduciary-advice-exemption 2024 – Letter – NAIFA to GOV-DOL/EBSA – RE: Comments of NAIFA to RIN 1210–AC02: Retirement Security Rule: Definition of an Investment Advice Fiduciary and ZRINs 1210-ZA32, 1210-ZA33, 1210-ZA34 (p13) – VI. The Proposed Rule Excludes Independent Marketing Organizations from PTE 2020-02. Independent marketing organizations (“IMOs”)…

Government Hearings – 2024 2024 0110 – GOV (House) – Regulatory Whiplash: Examining the Impact of FSOC’s Ever-changing Designation Framework on Innovation, [PDF-, VIDEO-YouTube-02:16:20] House – Committee on Financial Services – Subcommittee on Digital Assets, Financial Technology and Inclusion 2024 0215 – GOV (House) – Protecting American Savers and Retirees from DOL’s Regulatory Overreach, Bob…

2023 – DOL/EBSA – 2023-0014 – RIN-1210-AC02 – Comments 2024 0102 – Letter – AFL-CIO – Final_FRComments_Letterhead01.02.24 – EBSA-2023-0014-0437 – RIN-1210-ac01 – [link-7p] On behalf of the AFL-CIO, I am writing to express strong support for the U.S. Department of Labor’s (“DOL” or “the Department”) proposed rulemaking titled “Retirement Security Rule: Definition of an Investment…