Agents
Agents – People
Agents – People Jerry Keating – John Hancock Mark K. Mason – Equitable Life Assurance Society Rick Urso – Metropolitan, MetLife The Equitable Life Assurance Society and the head of its Miami office have been accused by a former agent of attracting agents with false promises and teaching them to sell life insurance through misleading statements…
Read MoreSales – Index
Sales – Index Sales ABCDEFGHIJKLMNOPQRSTUVWXYZ# B BTID – Buy Term Invest the Difference Back to top C Charitable Giving With Life Insurance Charity Owned Life Insurance Back to top D Dan Sullivan Dave Ramsey Deceptive Sales Practices Direct Selling Disclosure Disclosure – Index DIY – Do It Yourself Doug Andrew Doug Andrew – Missed Fortune…
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Sales Sales – Index
Read MoreNAIFA-NALU – Index
NAIFA-NALU – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# N NAIFA – Documents NAIFA – National Association of Insurance and Financial Advisors NAIFA / NALU – NAIC NAIFA / NALU – People NAIFA / NALU – Snippets NAIFA-NALU – Index NALU – National Association of Life Underwriters Back to top Q Q: Why didn’t the ACLI and NALU / NAIFA…
Read MoreRick Urso
Rick Urso Daniel Richard Urso 20 Apr 1992, Mon Tampa Bay Times (St. Petersburg, Florida) Newspapers.com 1993 – LC – Horton v. Metropolitan Life (def. Rick Urso) 8:93-cv-01849-SDM Florida Middle District Court Date filed: 11/01/1993, Date terminated: 10/25/1994, Date of last filing: 06/23/2011 Document 1 – Filed 11/01/93 – Complaint – 37p 1994 0603 – The…
Read MoreAgent – Turnover Rate
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…
Read MoreSales Strategies
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…
Read MoreMoneyTrax – Circle of Wealth
MoneyTrax – Circle of Wealth moneytrax.com/ youtube.com/@CircleofWealthbyMoneyTrax Don Blanton “Private Reserve Strategy” MoneyTrax – Circle of Wealth – Ten Minute Lesson on Life Insurance – cow.moneytrax.com/f1/cow_fmli2_natlifegrp.htm Example Script There is the “minimum one can pay” for a given amount of insurance coverage for a specific age and the “maximum one can pay”. Who determines the…
Read MoreTransferring Information – Company to Agent
Transferring Information – Company to Agent Crown Life – Casteel mp3 1994 03 – InsuranceObserver.com – Western National’s Deceptive Memo: (Western is Incomplete disclosure on rating) – 12p p4 – THE FEBRUARY ISSUE of the Insurance Forum contained a memo from Western National Life’s p4 – marketing department to its agents summarizing its ratings. Joseph…
Read MoreExam Prep
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…
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