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 -…

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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…

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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,…

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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…

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Outline – Taxes People John T. Adney, a founding partner of the law firm of Davis & Harman LLP in Washington, DC Christian DesRochers

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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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Tracks Jimmy Carter Start – Walter Mondale – Timothy Keating, ACLI –   End – Credit Life Insurance – Arthur J. Morris  Jimmy Carter Vice President Walter Mondale (D-MN) [Bonk:  Google Search: “Walter Mondale”+ “Life Insurance” 2002 1031 – Washington Post – Mondale’s Ex-Staffers Abound, by Judy Sarasohn – [link] Timothy Keating … previously worked for…

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