Groups
Duff & Phelps
Duff & Phelps Many years ago I was sitting in my class at Harvard Law School, next to Ralph Nader who was a member of my class. Who knows how your paths will cross again. Thirty years later, I am not sure I understand the insurance business even after having spent 30 years in it.…
Read MoreMormon
Mormon LDS – Church of Jesus Christ of Latter-day Saints Doug Andrew Spencer Kimball David McKnight ? – Curtis Ray 1985 0402 – Chicago Tribune – MORMON-OWNED INSURANCE FIRMS SUE UTAH OVER CLAIMS ASSESSMENT – [link] Associated American Mutual Life Insurance Co. Deseret Mutual Benefit Association
Read MoreCoopers and Lybrand
Coopers and Lybrand ?-1991-? – Judy Faucett 1988-1996 – Stanley Tulin
Read MoreFINRA – Financial Industry Regulatory Authority
FINRA – Financial Industry Regulatory Authority finra.org/ brokercheck.finra.org/ 2007 0910 – FINRA – Remarks at the SEC Seniors Summit, Mary L. Schapiro, Chief Executive Officer – [link] The second new sweep targets deceptive early retirement seminars, often relying on IRS Regulation 72t, which permits early withdrawal from a retirement account without the usual tax penalty. These…
Read MoreAAII – American Association of Individual Investors
AAII – American Association of Individual Investors aaii.com/ 1998 – AP – Retirement Savings: Choosing a Withdrawal Rate That is Sustainable – [Trinity Study], by Philip L. Cooley, Carl M. Hubbard and Daniel T. Walz, published in the AAII Journal, American Association of Individual Investors – 6p
Read MoreThe Center for Public Integrity
Center for Public Integrity publicintegrity.org/ 1994 – Center for Public Integrity – WELL-HEALED: Inside Lobbying for Health Care Reform – 202p
Read MoreHeroes of Zero
Heroes of Zero heroesofzero.live/ Learn urgent, cutting-edge strategies to shield your clients from the coming tax storm. For the first time ever, renowned retirement legends David McKnight, Ed Slott, Tom Hegna and Van Mueller share the stage to bring you the most cutting-edge retirement planning education in the industry! Tom Hegna David…
Read MoreALIC – Association of Life Insurance Counsel
ALIC – Association of Life Insurance Counsel alic.cc/ 2008 0518-20 – Seminar – ACLI to ALIC – Association of Life Insurance Counsel Regional Meeting – The Status of Broker-Dealers Engaged in Investment Advisory Functions: Muddy Waters Slowly Clearing, Carl B. Wilkerson – 74p 2019 0924 – Seminar – ACLI to ALIC – Association of Life…
Read MoreEY – Ernst and Young
EY – Ernst and Young 2022 1010 – Ernst & Young – How life insurers can provide differentiated retirement benefits – [link] Permanent life insurance and deferred income annuities with increasing income potential outperform investment-only approaches in our analysis. 2024 – Ernst & Young – Benefits of integrating insurance products into a retirement plan -…
Read MoreAFREF – Americans for Financial Reform Education Fund
AFREF – Americans for Financial Reform Education Fund realbankreform.org/ 2023 12 – AFREF – Risky Business: Private Equity’s Life Insurance Gambit, Americans for Financial Reform Education Fund – 20p
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