Annuities – [BonkNote]

151A – SEC – Securities and Exchange Commission sec.gov/comments/s7-14-08/s71408-1875.pdf sec.gov/files/rules/final/2010/33-9152.pdf SUMMARY: We are withdrawing rule 151A under the Securities Act of 1933, which defines the terms “annuity contract” and “optional annuity contract” under the Act. On July 12, 2010, the United States Court of Appeals for the District of Columbia Circuit issued an order vacating…

CAI – The Committee of Annuity Insurers annuity-insurers.org/ 2024 0102 – Letter – CAI – The Committee of Annuity Insurers – EBSA-2023-0014-0368 – RIN-1210-ac01 – [link-47p] The Committee of Annuity Insurers was formed in 1981 to participate in the development of federal policies with respect to annuities. The member companies of the Committee represent approximately…

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) …

FACC – Federation of Americans for Consumer Choice facchoice.com/ CEO – Kim O’Brien – facchoice.com/staff/ 2023 – LC – Federation of Americans for Consumer Choice v Martin J. Walsh, Secretary of Labor, and the United States Department of Labor FACC – Federation of Americans for Consumer Choice 3:22-cv-00243 2024 0102 – Letter – FACC…

Reversionary Annuity 2000 – SOA – Patenting Insurance Products: Making First-to-Market Really Mean Something, Society of Actuaries – 25p Dean Potter: (p9) – I certainly appreciate the opportunity to be invited to address the Society of Actuaries and relate my story and my patent of a very unique life insurance product. (p12) – When the IRS…

ACLI – Annuities 2007 – ACLI – ACLI Disclosure Initiative for Fixed, Index and Variable Annuities: Constructive Change on the Horizon, Carl B. Wilkerson – 75p 2007 – ACLI – Annuity Disclosure Templates: guidelines and instructions for life insurers on how to prepare disclosure documents for fixed, index, and variable annuities – 48p GENERAL GUIDELINES FOR…

Annuities ACLI – Annuities 2008 0413 – Tricks of the trade – A Dateline hidden camera investigation to see what insurance agents say — and -what they don’t — when they think they are alone with a senior – [link] <WishList> – VIDEO 2008 0624 – SEC – Statement at Open Meeting on Equity-Indexed Annuities…