Agents – [BonkNote]

Rick Urso 1994 0603 – The Tampa Tribune – Fired Exec Urso Sues MetLife, by Cheryl Jackson – [link-Newspapers.com] Former Metropolitan Life Insurance Co. manager Rick Urso sued the company, executives and former sales representatives Thursday, claiming MetLife reneged on a $1 million severance agreement and instead made him into a public scapegoat. The company is…

Agent – Turnover Rate 1993 1228 – NYT – New Refunds for Misled MetLife Customers, (discussing the Metropolitan Life Insurance Company’s involvement in such practices) – , by Michael Quint – [link] Metropolitan will move back toward more central control through the training of new employees, Mr. Kamen said. In the company’s sales force of…

Sales Strategies Bank on Yourself Pamela Yellen BTID – Buy Term and Invest the Difference BYOB – Be Your Own Banker Kai Zen LEAP – Lifetime Economic Acceleration Process Flex Method IBC – Infinite Banking Concept Nelson Nash Laser Fund Doug Andrew LIRP – Life Insurance Retirement Plan David McKnight Missed Fortune Doug Andrew MPI…

Transferring Information – Company to Agent Crown Life – Casteel mp3 1994 – InsuranceObserver.com – Western National’s Deceptive” Memo: (Western is Incomplete disclosure on rating), THE FEBRUARY ISSUE of the Insurance Forum contained a memo from Western National Life’s marketing department to its agents summarizing its ratings. Joseph Belth, the editor of the Insurance Forum, believes that the…

Exam Prep Canada LLQP – Life License Qualification Program — [BonkNote] 2022 0223 – Life Insurance Exam – Adjustable Life Insurance – Life Insurance Exam Prep – [VIDEO-YouTube-03:37] 2022 0302 – Life Insurance Exam – Universal Life – Life Insurance Exam Prep – [VIDEO-YouTube-09:17] 7 – IUL is not a retirement plan IRS – Corridor Comment: @marklandedwards7997…

Agency Law Principal-Agent 2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability — [BonkNote] CLHIA – Canadian Life and Health Insurance Association – Lyne Duhaime – [FSRA-2023-015] – 2024 0223 – 10p Reliance on Agency Law falls short: In practical terms, the vast majority of MGAs operate independently and support…

Apparent Authority 2018 – LC – Ciofoletti v. Securian Fin. Grp. — [BonkNote] No. 0:18-cv-03025-JNE-ECW (D. Minn.) – filed in federal court in St. Paul, Minnesota Doc 138 – Transcript – June 23, 2020 p27 – It’s Vacura v. Haar’s Equipment, Inc. It’s cited in the notes to this Jury Instruction, 364 N.W.2d 387 at…

Authority Actual Authority Apparent Authority 2018 – LC – Ciofoletti v. Securian Fin. Grp. — [BonkNote] No. 0:18-cv-03025-JNE-ECW (D. Minn.) – filed in federal court in St. Paul, Minnesota Doc 138 – Transcript – June 23, 2020 p27 – It’s Vacura v. Haar’s Equipment, Inc. It’s cited in the notes to this Jury Instruction, 364…

Jail David Rutstein – The People that are running your company may end up in jail. 20 – Sahid – So, you are saying that Patrick Bet-David who is worth 500 Million dollars is going to end up jail? And the same … did the partnership with Integrity Marketing, a company that is worth over…

MGA – Managing General Agent 2023 1121 – FSRA – Proposed guidance on Life Insurance Agent & MGA Licensing Suitability — [BonkNote] — [link] — 34p 2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability — [BonkNote] BonkNote Comment – FSRA’s Life Agent and MGA Suitability Guidance – [2023-015] – 2024 0209 – 2p…