Single Premium – Company Documents newyorklife.com/articles/single-premium-life-insurance thinkadvisor.com/2006/10/12/ul-policy-competes-for-rainy-day-assets-2/ 2006 1016 – American Banker – In Brief: NY Life Unveils Universal Life Policy – americanbanker.com/news/in-brief-ny-life-unveils-universal-life-policy  – <Wishlist> New York Life Insurance and Annuity Corp. launched the NYLIAC Instant Legacy, a single premium universal life insurance policy that gives customers the flexibility to convert and transfer assets, from…

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LIRP – Life Insurance Retirement Plan – Company Documents http://docs.crumplifeinsurance.com/documents/Stifel_LIRP.pdf https://srsstrategies.com/wp-content/uploads/2024/05/SRS-Guide-To-Your-LIRP-3.pdf 2000s 2008 – John Hancock – Client Profile: Life Insurance Retirement Plan – 2p  2010s Year-? – NYL – How to Create a Life Insurance Retirement Plan, New York Life – 5p  2014 – John Hancock – Sales Strategy – Life Insurance in Retirement Planning (LIRP):…

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Primerica – A.L. Williams – Documents artwilliamsbest.com/ <WishList> Primerica’s Social Media Guidelines Handbook  <WishList> – 1987 – Who’s Right for the American Consumer, by Arthur Milton – 1990 0704 – The Tennessean – State Calls Insurance on the Carpet, by Sheila Schoonover – p19 –   newspapers.com/article/the-tennessean/148908482/ The state cites the Williams booklet, Common Sense, saying…

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DOL – Documents Referenced 1969 – LC – SEC v. National Securities, Inc., 393 U.S. 453 (1969) 2007 06 – GAO – Defined Benefit Pensions: Conflicts of Interest Involving High Risk or Terminated Plans Pose Enforcement Challenges, gao-07-703 – Government Accountability Office – 67p 2021 11 (Revised from 2020 07 – 62p) – NBER – Conflicting…

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Documents – Walker v LSW Doc 258 – 2010 0710 – LC – Walker v LSW – Declaration of Sean L. Covi, Agent – 11p 2011 1107 – DOC 748-2 – Deposition of Donna Morgan – 46p 2012 0910 – DOC 245 – Declaration of Dr. Patrick Brocket – 73p 2013 1211 – DOC 735-2 :…

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1996 – Report of The Multi-state Life Insurance Task Force and Multi-state Market Conduct Examination of The Prudential Insurance Company of America (p13-14) – Prudential’s efforts to ensure that its agents understood and explained to consumers the effect of the change in dividend practices were largely unsuccessful and may have resulted in many cases, in…

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1973 01 – SEC – Variable Life Insurance and the Petition for the Issuance and Amendment of Exemptive Rules, Securities and Exchange Commission 1973 01 – SEC – Variable Life Insurance and the Petition for the Issuance and Amendment of Exemptive Rules, Securities and Exchange Commission  —  [BonkNote]  —  [PDF-207p-GooglePlay] 1973 – SEC – Variable Life…

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Government – Communications 2008 1007 – Letter – Congress (Henry Waxman, D-CA) to DOTT (Hank Paulson) – re: AIG – 2p  AIG American General, held a week-long conference at an exclusive resort in California AIG continues to pay one million dollars a month to… Joseph Cassano [AIGFP] Secretary Paulson, this situation is unfair to taxpayers.…

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IULSG – IUL Illustration Subgroup – (A) – NAIC – Documents 2014 2014 – NAIC Proceedings – Fall 2014, 6-62 Mr. Birdsall shared the results of the Kansas Insurance Department survey (Attachment Twenty-Five) on IUL policies. <WishList> https://naic-cms.org/sites/default/files/inline-files/cmte_a_latf_iul_illustration_sg_exposure_iul_combined_comments.pdf – <Bad Link> 2019 2019 0310 – Letter – AXA Equitable (Brian R. Lessing) to IULISG –…

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