Groups – [BonkNote]

Coopers and Lybrand ?-1991-? – Judy Faucett 1988-1996 – Stanley Tulin

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…

LinkedIn Sheryl Moore — linkedin.com/in/sheryljmoore/recent-activity/all Steven Zeiger linkedin.com/in/stevenzeiger/recent-activity/all/ youtube.com/@stevenzeiger Jay Judas – linkedin.com/posts/jayjudas_iul-idaho-lifeinsurance-activity-7211713277809094658-ebZS/ Read more in InsuranceNewsNet here: https://lnkd.in/ejF84wzb John Hilton, Attorney Robert Rikard, Pacific Life, LIRP, IUL, Ramona Neal, President, Living Benefit Review, LLC – It’s like DeJa’Vu. The nurse’s lawsuit in FL from decades ago… The fundamental lesson was to Not represent life…

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

Center for Public Integrity publicintegrity.org/ 1994 – Center for Public Integrity – WELL-HEALED: Inside Lobbying for Health Care Reform – 202p

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…

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…

EY – Ernst and Young ey.com/en_us/insights/insurance/how-life-insurers-can-provide-differentiated-retirement-benefits

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

LifePro lifepro.com/ Marketing Circle of Wealth Doug Andrew