Agents – Page 3 – [BonkNote]

Agents – Specific Mark K. Mason – Equitable Life Assurance Society Rick Urso – Metropolitan 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 to potential customers. The…

Jerry Keating Jerry Keating, Agent – John Hancock 1993 0525 – GOV (Senate) – When Will Policyholders Be Given The Truth About Life Insurance?, Howard Metzenbaum (D-OH) — [BonkNote] 1994 0206 – Newsweek – Here They Go Again, by Jane Bryant Quinn – [link] This statement is only the tip of the problem. There are hundred…

Q: How are Life Insurance Policies Sold? Q: Are Life Insurance Policies Being Sold For a Death Benefit or an Investment Vehicle? LIRP/ SLIRP – Life Insurance Retirement Plan Walker v LSW Target Premium, etc. IUL – NAIC Group

Agent Statements – Walker v LSW I tell clients that the cash value is guaranteed not to go down when the market goes down because the cash value has a 0% annual floor. — Declaration of Sean L. Covi, Agent – Doc 258 – 2010 0710 – 11p 2000s – LC – Walker v LSW (Life…

Deceptive Sales Practices Deceptive 1973 / 1974 – GOV (Senate) – The Life Insurance Industry, Senator Hart (D-MI) – 4 Parts — [BonkNote] 1973 0223 – Part 3 of 4 – [PDF- 641p-GooglePlay] (p2074) – “Deceptive Sales Practices in the Life Insurance Business,” by Joseph Belth (draft) 1974 – AP – Deceptive Sales Practices in…

Principal – Agent Crown Life v Casteel 2023 – FSRA – Consultation www2.imms.com/members/3rdparty/AmerCol/legalbook/chap16c.htm [Principal-Agent] The rule in this Commonwealth has long been that “where limitations on the soliciting agent’s authority are contained in the application, the insured is bound to take notice thereof and he cannot hold the company bound for acts of the agent…

Big I – Independent Insurance Agents & Brokers of America IIABA independentagent.com/default.aspx 2004 0929 – Big I – Big “I” Strongly Supports Legislation Curbing Questionable Life Insurance Sales Practices – [link] The Independent Insurance Agents & Brokers of America (the Big “I”) today praised the House Financial Services Committee for its quick approval of H.R. 5011,…

NAIFA / NALU – People William N. Albus Jack E. Bobo 1970s – Executive Vice President of the National Association of Life Underwriters (NALU). 1979 – SOA – Cost Disclosure (Moss Report), Society of Actuaries – 18p https://at.naifa.org/legendary-naifa-leader-jack-e.-bobo-has-passed-away Thomas Gregg Robert Nelson 1990s – Chairperson of the National Association of Life Underwriters (NALU) Task Force on Illustrations…

NAEPC – National Association of Estate Planners & Councils naepc.org/ naepcjournal.org/wp-content/uploads/issue36.pdf by Kathryn A. Ballsun, Patrick J. Collins, and Dieter Jurkat, San Raphael, California (Part 1 of 4) – 2006 – ACTEC – Trustee Administration of Life Insurance – 22p (Part 4 of 4) – 2006 – ACTEC – ILIT Asset Management: The Written Investment…

NAILBA – National Association of Independent Life Brokerage Agencies nailba.org/ nailbacasemanager.com/courses/life-insurance-overview/ 2010 – NAILBA – Brokerage Desk Reference – 179p 2018 – NAILBA – Field Underwriting Guide Version 4.0 – 266p https://nailba.memberclicks.net/assets/2021DOCUMENTS/NAILBA_Media_Kit_2021.pdf https://www.thinkadvisor.com/2021/06/28/new-law-to-boost-life-policy-savings-power-carrier-executives/ (p40) – Adjustable Life Insurance—An adjustable life insurance product contains all the usual features of traditional cash value insurance with the added flexibility…