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LIRP – Life Insurance Retirement Plan – Insurance Regulators 2002 0826 – Arizona – Allmerica Financial Life Insurance and Annuity Company – NAIC #84824 – Report of Examination of the Market Conduct Affairs of State of Arizona – Dept. of Insurance – 68p MetLife – Nurses Retirement Savings Plans MetLife – 50/50 Plan [2002 – Arizona – Allmerica…

Single Premium – Company Documents newyorklife.com/articles/single-premium-life-insurance thinkadvisor.com/2006/10/12/ul-policy-competes-for-rainy-day-assets-2/ 2006 1016 – American Banker – In Brief: NY Life Unveils Universal Life Policy – americanbanker.com/news/in-brief-ny-life-unveils-universal-life-policy – <Wishlist> New York Life Insurance and Annuity Corp. launched the NYLIAC Instant Legacy, a single premium universal life insurance policy that gives customers the flexibility to convert and transfer assets, from…

Mass Mutual – Reports Study of Retirement Income Account Allocations Among Equities, Bonds and Fixed Income Annuities “MassMutual” “Retirement Revolution”

Withdrawal Rate Trinity Study wikipedia.org/wiki/Trinity_study 1998 – AP – Retirement Savings: Choosing a Withdrawal Rate That is Sustainable – [Trinity Study], by Philip L. Cooley, Carl M. Hubbard and Daniel T. Walz, published in the AAII Journal, American Association of Individual Investors – 6p 2011 04 – FPANet.org – Portfolio Success Rates: Where to Draw…

LSL – Lifetime Security Life Insurance Company 1973 1101 – Denton Record-Chronicle – City Firms Named In SEC Action — [BonkNote] 1974 1013 – Denton Record-Chronicle – Man Brings Suit on 17 Defendants — [BonkNote]

Asset Marketing Systems assetfmo.com/ Jeffrey Stemler 2011 – LC – Walker v. Asset Mktg. Sys. Ins. Servs. LLC Case No. 11-CV-2531-BTM S.D. Cal. Mar. 9, 2012 2010s – LC – Walker vs. LSW – Life Insurance Company of the Southwest — [BonkNote]

David Kinder DHK davidkinderfinancial.com/ linkedin.com/in/DHKFinancial youtube.com/@TheFinancialAdvocacyPodcast 2018 0122 – The Financial Advocacy Podcast / David Kinder – Van Mueller | State Farm Agent Training Feb 2017 (Complete) — [BonkNote] — [VIDEO-YouTube-04:04:06] insurance-forums.com – [re: Doug Andrew] — [BonkNote] 2024 0503 – The Financial Advocacy / David Kinder – Podcast EP 1 Consumer Advisory Bulletin on…

SLAPP Makaeff v. Trump University – cdn.ca9.uscourts.gov/datastore/opinions/2013/04/17/11-55016.pdf Cal. Civ. Proc. Code § 425.16(e). The district court determined that Makaeff’s statements fell into the fourth category, conduct in connection “with a public issue or an issue of public interest,” because the statements provided “consumer protection information.” Under California law, statements warning consumers of fraudulent or deceptive…

2024 0503 – LC – Affidavit – Kelly Marier – Primerica – Primerica vs. Marco Moukhaiber – [Always Marco] – 29p 2024 0503 – LC – Affidavit – Kelly Marier – Primerica – Primerica vs. Marco Moukhaiber – [Always Marco] — [BonkNote] — 29p 2 – 3. Mr. Moukhaiber has posted to YouTube the following videos,…

Tremont – Massachusetts Mutual 2011 0728 – NYT – Settlement of More Than $1 Billion From Madoff-Related Funds, By Reuters – [link] Mr. Picard has said Tremont, based in Rye, N.Y., which is part of the Massachusetts Mutual Life Insurance Company, was the second-largest “feeder fund” group that funneled money to Mr. Madoff from its own…

LIRP – Life Insurance Retirement Plan – Insurance Regulators

Single Premium – Company Documents

Mass Mutual – Reports

Withdrawal Rates

LSL – Lifetime Security Life Insurance Company

Asset Marketing Systems

anti-SLAPP – Strategic Lawsuits Against Public Participation

2024 0503 – LC – Affidavit – Kelly Marier – Primerica – Primerica vs. Marco Moukhaiber – [Always Marco] – 29p

Massachusetts Mutual – Tremont