Groups – Page 12 – [BonkNote]

Veralytic veralytic.com/ theinsuranceadvisor.com/ Barry Flagg triangulumfinancial.com/Barry-D–Flagg,-CFP,-CLU,-ChFC.e87811.htm Universal life: A form of permanent insurance designed to provide flexibility in premium payments and death benefit protection. The policyholder can pay maximum premiums and maintain a very high cash value. Alternatively, the policyholder can make minimal payments in an amount just large enough to cover mortality and other…

Stock Company Information Group 1983 0510, 0511 and 0728 – GOV (House) – Tax Treatment of Life Insurance, Pete Stark (D-CA) — [BonkNote] 1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance, aka Single Premium Life Insurance – [PDF-199p, The Stock Company proposal also would make permanent the provisions of TEFRA relating to:…

CEJ – Center for Economic Justice cej-online.org/ Birny Birnbaum Birny Birnbaum (Center for Economic Justice—CEJ) said… the current structure of the illustration presents the IUL policy as an investment. 6-836 2019-1, NAIC Proceedings 2019 – NAIC (LATF) – Conference Call Birny Birnbaum (Center for Economic Justice—CEJ) said AG 49 was developed to address the issue…

Max Planck Society mpg.de/institutes 2016 – Max Planck Society – Financial Fraud: A Literature Review – 101p 1999 Fall – The individual life insurance sales practice case: A litigation primer Egler, Frederick N, Jr; Malak, Paul J. – FICC Quarterly; Walpole Vol. 50, Iss. 1, (Fall 1999): 1-28. – Ericson, Richard V. and Aaron Doyle…

Press Media Media – Index Press Releases Financial regulators did not identify the problems occurring with sales to military members until they were brought to light by press reports for various reasons. (p11) 2005 11 – GAO – Financial Product Sales: Actions Needed to Better Protect Military Members, Government Accountability Office – 88p Linda M.…

Attorney General NAAG – National Association of Attorneys General On the surface is the handbook operator. He makes a profit from the persons who place bets with him because he has an edge on every bet. He pays track odds but usually not in excess of 20 to 1. The odds at the track are…

Websites ethicaledgeconsulting.com/ glenndaily.com/ kitces.com/ Morningstar PBS thekomisarscoop.com/ 2004 1117 – Cooking the Insurance Books: A Decade of Lax Regulation Lays Groundwork for Scandal, By Lucy Komisar CorpWatch – corpwatch.org/article/cooking-insurance-books White Coat Investor Youtube 2016 0316 – KITCES.com – How Life Insurance Loans Really Work And Why It’s Problematic To “Bank On Yourself” – [link]

COFIR – Coalition Organized for the Future of Insurance Regulation 2009-1, NAIC Proceedings (4-3) – The Coalition Organized for the Future of Insurance Regulation planned to make a brief presentation to the Council

Regulations.gov federalregister.gov/documents/2016/04/25/2016-09456/proposed-agency-information-collection-activities-comment-request 2011 0406 – Re: Financial Stability Oversight Council Notice of Proposed Rulemaking Regarding Authority to Require Supervision and Regulation of Certain Nonbank Financial Companies (12 CFR Part 1310; RIN 4030-AAOO) – 11p Dennis Glass, 2023 – federalregister.gov/documents/2023/04/28/2023-08964/authority-to-require-supervision-and-regulation-of-certain-nonbank-financial-companies DOL – Fiduciary Rule – [BonkNote] DOL – Fiduciary Rule – Outline – [BonkNote] Retirement Security Rule: Definition of…

NYSBA – New York State Bar Association nysba.org/ LIFE INSURANCE AND ANNUITY CONTRACTS WITHIN AND WITHOUT TAX QUALIFIED RETIREMENT PLANS AND LIFE INSURANCE TRUSTS – MetLife Premier Client Group – 120p