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Project – Social Media
Project – Social Media [Agent Knowledge] 2022 – Family First Academy – [FFL – IMG-Integrity Marketing Group ]- Family First Life Product Knowledge Training Part 1 – Americo Life Insurance, Michael Pfeil – [VIDEO-YouTube-08:58] ⇒ Description – While working in the life insurance industry is 80% phone skills and 15% appointment presentation skills, and the…
Read More2023 1121 – FSRA – [2023-015] – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability – Project
2023 1121 – FSRA – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability – Project 1914 Change no damage accountability – white paper 2010-Blumenthal v New York Life – Deposition – Universal Life Policy – accountability – p90 ejm – ul – dinney dinney – I didn’t explain it very well ef hutton if…
Read MoreP1P2 – Social Media
P1P2 – Social Media Indexed Universal Life (IUL) Life Insurance Policies These policies put a portion of the policyholder’s premium payments toward annual renewable term life insurance, with the remainder added to the cash value of the policy after fees are deducted. phpagency.com/indexed-universal-life-insurance/ WFG / Transamerica – Official Company Media 2020 0604 – RMCornejo WFG -…
Read MoreUWGB
UWGB NA – American College of Financial Services society-of-fsp///BonkNote Journal of Financial Service Professionals EBSCOhost Business Source Complete NA – Journal of the American Society of Chartered Life Underwriters NA – Journal of the American Society of CLU & ChFC jstor///BonkNote JSTOR JSTOR Sustainability Law ?? – LexisNexis ProQuest ProQuest Congressional BINDER Unbundled 19 depo docs…
Read MoreOutline – Prudential Insurance Company
Outline – MetLife
Outline – MetLife Ronald R. Parry – Plaintiff Lawyer 1990s Life Insurance Sold as Retirement Plans, Investments Nurses Investigation into Sales Practices of MetLife – Florida Report – <WishList> 1998 1231 – New Jersey Regulators, re: MetLife – Report of The Metropolitan Life Insurance Companies Located In New York, New York As Of December 31,…
Read MoreAgents – Specific
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…
Read MoreFirsts
Firsts When an issue begins is sometimes difficult to discern.. — Norman K. Martin 1981 – SOA – Individual Life Insurance Cost Disclosure Issues, Society of Actuaries – 22p AL – Adjustable Life – Cost Disclosure – 1968 Senator Hart VAs – Variable Annuities – 1950s VLs – Variable Life Insurance – 1970s – Equitable Life GICs…
Read MoreOutline – Taxes
Outline – Taxes People John T. Adney, a founding partner of the law firm of Davis & Harman LLP in Washington, DC Christian DesRochers
Read MorePonzi
Ponzi Ponzi scheme Charles Ponzi 1979 – GOV (Senate – PSI – Report) – Labor Union Insurance Activities of Joseph Hauser and His Associates – 215p Report of the Committee on Governmental Affairs United States Senate Made by its Permanent Subcommittee on Investigations Together with Additional and Dissenting Views (p3) – In this respect, the Hauser…
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