Documents

-Copy – ACLI – Documents sec.gov/comments/s7-14-08/s71408-1875.pdf 1970s 1976 0909 – Letter – ACLI to NAIC – RE: Proposed Changes to the NAIC Model Variable Life Insurance Regulation – 1976-1 – NAIC Proceedings – p623- p41 – The most obvious, though not necessarily accurate, basis of comparison of policies of the same initial or minimum face value is…

Application – Company Documents New York Life sec.gov/Archives/edgar/data/906982/000119312513312725/d537694dex99e1.htm

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…

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):…

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…

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…

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 :…

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…

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…

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.…

Copy of ACLI – Documents

Application – Company Documents

Single Premium – Company Documents

LIRP – Life Insurance Retirement Plan – Company Documents

Primerica – A.L. Williams – Documents

DOL – Documents Referenced

Documents – Walker vs. LSW

1996 – Report of The Multi-state Life Insurance Task Force and Multi-State Market Conduct Examination of The Prudential Insurance Company of America

1973 – SEC – Variable Life Insurance and the Petition for the Issuance and Amendment of Exemptive Rules, Securities and Exchange Commission – 205p

Government – Communications