Index
Documents – Index
Documents - Index
A
C
D
F
G
I
L
N
S
#
- 1970 – Joint Special Committee of Life Insurance Costs
- 1973 – SEC – Variable Life Insurance and the Petition for the Issuance and Amendment of Exemptive Rules, Securities and Exchange Commission – 205p
- 1996 – Report of The Multi-state Life Insurance Task Force and Multi-State Market Conduct Examination of The Prudential Insurance Company of America
- 2010 0610 – COP – Report – The AIG Rescue, Its Impact on Markets, and the Government’s Exit Strategy, June Oversight Report, Congressional Oversight Panel – Documents
- 2022 – House of Commons – Treasury Committee – Future of financial services regulation, First Report of Session 2022–23 – 68p
- 2022 0221 – House of Commons – Treasury Committee – Future of Financial Services
- 2022 0610 – IPAC Report – Potential Impact of the International Association of Insurance Supervisors’ Insurance Capital Standard on the Life Insurance Industry, Policyholders and Markets in the United States – 68p
Agents – Index
Agents – Index
A
- Accountability
- Advice
- Agency Law
- Agents
- Agents vs. Companies
- Agents – Consumer Interaction
- Agents – Index
- Agents – Knowledge
- Agents – Recruiting
- Agents – Snippets
- Agents – Training
- Agent Statements – Walker vs. LSW
- Agent Training – Walker vs. LSW
- Agent – Failure Rate
- Agent – Lead Generation
- Agent – Turnover Rate
- Apparent Authority
- Authority
C
M
N
- NAEPC – National Association of Estate Planners & Councils
- NAIFA – National Association of Insurance and Financial Advisors
- NAIFA / NALU – People
- NAIFA / NALU – Snippets
- NAIFA-NALU – Index
- NAILBA – National Association of Independent Life Brokerage Agencies
- NALU – National Association of Life Underwriters
- National Life Brokers Association
- New Agents
P
Q
S
T
Disclosure – Index
Disclosure – Index
C
L
M
T
#
- 1975 – GOV (Senate) – Veterans Insurance Information Disclosure – Richard Stone (D-FL)
- 1978 – GOV (House) – Life Insurance Marketing and Cost Disclosure – John Moss (D-CA)
- 1978 – GOV (House) – Life Insurance Marketing and Cost Disclosure – John Moss (D-CA)
- 1978 12 – GOV (House) – Life Insurance Marketing and Cost Disclosure Report Together with Dissenting Views – John Moss (D-CA)
- 1979 – FTC – Report – Life Insurance Cost Disclosure, Federal Trade Commission – 460p
- 1979 0524 – GOV (Senate) – Cost Disclosure in Life Insurance – Howard Metzenbaum (D-OH)
- 1979 0710 and 1017 – GOV (Senate) – FTC Study of Life Insurance Cost Disclosure – Howard Cannon (D-NV)
- 1981-1, NAIC Proceedings – Task Force on Life Insurance Disclosure System – LIDS – NAIC
- 1990-1A, NAIC Proceedings – NAIC / LIMRA – Universal Life Disclosure Form Focus Group Summary – 10p
- 1992 0623 – GOV (Senate) – Consumer Disclosure of Insurance – Howard Metzenbaum (D-OH)
- 2004 1116 – GOV (Senate) – Oversight Hearing on Insurance Brokerage Practices, including Potential Conflicts of Interest and the Adequacy of the Current Regulatory Framework – Peter Fitzgerald (R-IL)
- 2023 0322 – Always Marco – I FINALLY Found WFG’s Earnings Disclosure
Companies – Index
Companies – Index
A
- Acacia Mutual Life Insurance Company
- Academy Life Insurance Company
- ACLI – American Council of Life Insurance
- ACLI – Membership – Companies
- Advertisements
- Aegon
- AETNA
- AGC Life insurance Company
- Agents vs. Companies
- AGLIC – American General Life Insurance Company
- AIG Annuity Insurance Company
- AIG – American International Group
- AIG – American International Group – Index
- AIL – American Income Life
- Allianz
- Ambac – American Municipal Bond Assurance Corporation
- American Amicable
- American Bonded Mortgage Company
- American Bonded Mortgage Company
- American Fidelity
- American Founders Life Insurance Co.
- American National Insurance Company
- American United Life Insurance Company
- Americo
- Amway – Life Insurance
- Anbang
- Apollo Global Management
- Athene
- Aviva
- A.L. Williams
- A.L. Williams – Index
B
C
- Cannibal Life
- Captives
- Captive Reinsurance
- CEFLI – Compliance and Ethics Forum for Life Insurers – ACLI
- Charles Hurwitz – Maxxam
- Chubb
- Citigroup
- Combined Insurance Company of America
- Comments About – Companies
- Companies
- Companies vs. Agents
- Companies – Index
- Company
- Company – Agent
- Confederation Life
- Connecticut General Life Insurance Company
- Connecticut Mutual Life Insurance Company
- Conseco
- Corebridge Financial
- Core Business
- Crédit Lyonnais
- Credit Suisse
- Crown Life
E
F
G
I
L
- Lehman Brothers
- Life Insurance Company of California
- Life of Virginia
- LIMRA – Life Insurance Marketing and Research Association
- Lincoln Life
- Lippo Group
- London Life
- LSL – Lifetime Security Life Insurance Company
- LSW – Life Insurance Company of the Southwest
- LTCM – Long Term Capital Management
- Lutheran Brotherhood
M
- ManuLife
- Massachusetts Mutual
- Massachusetts Mutual – Tremont
- MBIA – Municipal Bond Insurance Association
- Mergers and Acquisitions
- Merrill Lynch
- MetLife
- MetLife – Index
- MGIC – Mortgage Guaranty Insurance Corp.
- MHC – Mutual Holding Company
- MILICO – Massachusetts Indemnity and Life Insurance Company
- Minnesota Mutual
- Mismatch Life
- MLM – Multi-Level Marketing
- Monarch Life Insurance Company
- Monolines
- MONY – Mutual Life Insurance Company of New York
- Munich Re
- Mutual Benefit Life
- Mutual Companies
- Mutual of Omaha
- Mutual – Index
N
P
- Pacific Life
- Pacific Lumber
- Penn Central
- Penn Treaty
- PE – Private Equity
- PHL Variable Insurance Company
- PHP – People Helping People
- Postal Life
- Primerica
- Primerica – A.L. Williams – Index
- Principal Life
- Promises
- Pruco Life
- Prudential Insurance Company
- Prudential – Index
- Pyramid Life Insurance Company
S
- Savings and Loans
- SBLIC – Security Benefit Life Insurance Company
- Securian
- Sentry Life Insurance Company
- Shearson
- Sierra Life Insurance Company
- SLHC – Savings and Loan Holding Company
- Small Companies
- Starr International Company
- State Farm
- Stock Companies
- Subsidiaries
- Summit Fidelity and Surety Company
- SunAmerica
- Sun Life Assurance of Canada
- Sun Life Group of America
- Sun Life of Canada
- Surety
T
W
Universal Life Insurance – Index
Universal Life – Index
F
M
P
- Policy Information for Applicant – Universal Life Policy – NAIC
- Premiums, Costs, Values and Benefits – Universal Life – Concept
- Premiums, Costs, Values and Benefits – Universal Life – Math
- Premium – Consumer – Universal Life
- Premium – Regulator – Universal Life
- Product Development Task Force – (A) – NAIC
Q
- Q: What was the Original Concept of Universal Life Insurance?
- Q: Why was Universal Life Created?
- Q: How Can Universal Life Insurance Be Classified? Permanent / Whole / Term / Other
- Q: Is Universal Life Insurance a Traditional Product?
- Q: Universal Life – Who wanted this?
- Q: What Came First Universal Life or Adjustable Life?
- Q: Who created Universal Life Insurance?
U
- UL – Universal Life Insurance
- Universal and Other New Plans Task Force – (A) – NAIC
- Universal Banks
- Universal Life and Adjustable Life are Different
- Universal Life and Related Plans of Life Insurance and Annuities – NAIC
- Universal Life as Term
- Universal Life Descriptions
- Universal Life Descriptions – Current
- Universal Life Insurance does not “Fit” into the existing regulatory framework.
- Universal Life Insurance – Government Descriptions
- Universal Life Insurance – Index
- Universal Life Insurance – Valuation
- Universal Life is Easy to Understand
- Universal Life is not Permanent
- Universal Life Task Force – (A) – NAIC
- Universal Life with Secondary Guarantees
- Universal Life – Advertisements
- Universal Life – China
- Universal Life – COI – Cost of Insurance
- Universal Life – Commissions
- Universal Life – Federal Government
- Universal Life – First Policy
- Universal Life – International Descriptions
- Universal Life – Marketing
- Universal Life – Market Share
- Universal Life – NAIC Proceedings – Insurance Regulators – Snippets
- Universal Life – Newspapers
- Universal Life – Premium – Consumer Advocate
- Universal Life – Reserves – NAIC
- Universal Life – States
- Universal-Flexible Factor
ACLI – American Council of Life Insurers – Index
ACLI – American Council of Life Insurers – Index
A
- ACLI to NAIC
- ACLI v. Perez (DOL – Department of Labor) – Fiduciary Rule
- ACLI – American Council of Life Insurance
- ACLI – American Council of Life Insurers
- ACLI – American Council of Life Insurers to Government
- ACLI – American Council of Life Insurers – Amicus Briefs
- ACLI – American Council of Life Insurers – Documents
- ACLI – American Council of Life Insurers – Index
- ACLI – American Council of Life Insurers – Life Insurers Fact Book
- ACLI – American Council of Life Insurers – Media
- ACLI – American Council of Life Insurers – People
- ACLI – American Council of Life Insurers – Snippets
- ACLI – American Council of Life Insurers – to International
- ACLI – American Council of Life Insurers – WishList
- ACLI – CDS – Credit Default Swaps
- ACLI – Federal Register
- ACLI – Groups
- ACLI – IUL – Indexed Universal Life Insurance
- ACLI – Lawsuits
- ACLI – Membership – Companies
- ACLI – Non-Guaranteed Cost Element
- ACLI – Premiums, Costs, Values and Benefits
- ACLI – Run – Disintermediation
- ACLI – Testimony
- ACLI – TRG – Technical Resource Goup, Industry – Illustrations – NAIC
- Annuities – ACLI – American Council of Life Insurers –
C
#
- 1970s – ACLI – American Council of Life Insurers – Snippets
- 1980s – ACLI to NAIC
- 1980s – ACLI – NAIC Proceedings
- 1980s – ACLI – Snippets
- 1980s – SOA to ACLI
- 1990s – ACLI – American Council of Life Insurers – Snippets
- 1991 0509 – GOV (House) – Insurance Company Solvency – Tom Sutton – ACLI – Pacific Life
- 2000s – ACLI – American Council of Life Insurers – Snippets
- 2008 Financial Crisis – ACLI – American Council of Life Insurers
- 2010s – ACLI – American Council of Life Insurers – Snippets
- 2011 0301 – DOL – 1210-AB32 – ACLI – Testimony – Hearing on Definition of Fiduciary – Investment Advice – 9p
- 2020s – ACLI – American Council of Life Insurers – Snippets
- 2020 0923 – Forbes – Sounding The Alarm On Indexed Universal Life Insurance [IUL], by Ed Leefeldt
- 2024 0102 – Letter – ACLI to GOV-DOL / EBSA – 40p
Groups – Index
Groups – Index
A
- AAA – American Academy of Actuaries
- AAA – American Academy of Actuaries – Groups
- AAII – American Association of Individual Investors
- AAJ – American Association for Justice
- AARP – American Association of Retired Persons
- ABA – American Bar Association
- Academics
- ACCI – American Council on Consumers Interests
- ACLI – American Council of Life Insurance
- ACLI – American Council of Life Insurers
- ACLI – American Council of Life Insurers – Index
- ACLI – Groups
- ACLI – TRG – Technical Resource Goup, Industry – Illustrations – NAIC
- ACTEC – The American College of Trust and Estate Counsel
- Actuaries
- AEA – American Economic Association
- AEI – American Enterprise Institute
- AFL-CIO
- AFREF – Americans for Financial Reform Education Fund
- Agents
- AICPA – American Institute of Certified Public Accountants
- AIG – AM Best
- ALEC – American Legislative Exchange Council
- ALIC – Association of Life Insurance Counsel
- ALIMDA – Association of Life Insurance Medical Directors of America
- ALI – American Law Institute
- American College of Financial Services
- ARIA – American Risk & Insurance Association
- ASA – Actuarial Society of America
- ASB – Actuarial Standards Board
- Attorney General
- A2ii – Access to Insurance Initiative
B
C
- CAI – Consumer Awareness Institute
- CAI – The Committee of Annuity Insurers
- Cato Institute
- CBO – Congressional Budget Office
- CEFLI – Compliance and Ethics Forum for Life Insurers – ACLI
- CEJ – Center for Economic Justice
- Center For Capital Markets Competitiveness
- CEPA – Consumer Education and Protective Association
- CFA Institute
- CFA – Consumer Federation of America
- CFLID – Center for Life Insurance Disputes
- CFPA – Consumer Financial Protection Agency
- CFPB – Consumer Finance Protection Bureau
- CFPB – Government Hearings
- CFTC – Commodity Futures Trading Commission
- Chamber of Commerce
- Church
- CIA-ICA – Canadian Institute of Actuaries
- CII – Council of Institutional Investors
- Companies
- Congress
- Consumerists
- Consumers
- Consumers Union
- Consumer Representatives
- Consumer Watchdog
- Coopers and Lybrand
- COP – Congressional Oversight Panel
- Council of Economic Advisors
- CPSC – Consumer Product Safety Commission
- Critics
- CRS – Congressional Research Service
D
E
F
- FACI – Federal Advisory Committee on Insurance
- FASB – Financial Accounting Standards Board
- FBI – Federal Bureau of Investigation
- FCIC – Financial Crisis Inquiry Commission
- FDIC – Federal Deposit Insurance Corporation
- FHLB – Federal Home Loan Bank
- FINRA – Financial Industry Regulatory Authority
- FIO – Federal Insurance Office
- FPA – Financial Planning Association
- FRBNY – Federal Reserve Bank of New York
- FRB – Federal Reserve Board
- Freemasons
- FSB – Financial Stability Board
- FSOC – Financial Stability Oversight Council
- FTC – Federal Trade Commission
G
I
- IAA – International Actuarial Association
- IAIR – International Association of Insurance Receivers
- IAIS – International Association of Insurance Supervisors
- IALC – Indexed Annuity Leadership Council
- IASB – International Accounting Standards Board
- ICIR – International Center for Insurance Regulation, Goethe University Frankfurt
- IFA – Institute and Faculty of Actuaries
- IIC – International Insurance Council
- III – Insurance Information Institute
- IIPRC – Insurance Compact
- IMF – International Monetary Fund
- IMSA – Insurance Marketplace Standards Association
- Institute of Life Insurance
- Insurance and Banking
- International – Index
- IPAC – Insurance Policy Advisory Committee – Federal Reserve
- IRI – Insured Retirement Institute
- IRS – Internal Revenue Service
- ISDA – International Swaps and Derivatives Association
L
M
N
- NAEPC – National Association of Estate Planners & Councils
- NAFA – National Association for Fixed Annuities
- NAIC – National Association of Insurance Commissioners
- NAIFA – National Association of Insurance and Financial Advisors
- NAILBA – National Association of Independent Life Brokerage Agencies
- NALC – National Association of Life Companies
- NALU – National Association of Life Underwriters
- NASAA – North American Securities Administrators Association
- NASAA/NAIC Joint Regulatory Insurance Products Study Committee
- National Life Brokers Association
- NBCONF – National Bankruptcy Conference
- NBER – National Bureau of Economic Research
- NCOIL – The National Council of Insurance Legislators
- NCSL – National Conference of State Legislators
- NGA – National Governors Association
- NICO – National Insurance Consumer Organization
- NLRB – National Labor Relations Board
- NOLHGA – National Organization of Life and Health Insurance Guaranty Associations
- NYU Stern School of Business
O
P
S
- Savings and Loans
- SBLI – Savings Banks Life Insurance
- Scholars
- Scientology
- SECHistorical
- SEC – Securities and Exchange Commission
- SFSP – Society of Financial Service Professionals
- SIFIs – Systemically Important Financial Institutions
- SOA – Groups
- SOA – Society of Actuaries
- States
- Stockbrokers
- Stock Company Information Group
- Sutherland
- Swissre
- Systemic Risk Council
- S&P – Standard and Poor’s
T
U
Conduct – Index
Conduct – Index
M
FSOC – Financial Stability Oversight Council – Index
FSOC – Financial Stability Oversight Council – Index
F
- FSOC – Activities
- FSOC – AIG
- FSOC – Annual Reports
- FSOC – Cost Benefit Analysis
- FSOC – Determination and Dissents – Financial Stability Oversight Committee – Snippets
- FSOC – Financial Stability Oversight Council
- FSOC – Financial Stability Oversight Council – Index
- FSOC – Government Hearings
- FSOC – Government Hearings – List
- FSOC – MetLife
- FSOC – MetLife – Explanation of the Basis of the Financial Stability Oversight Council’s Final Determination 85-2, 85-3 – 387p
- FSOC – MetLife – Run on the Bank
- FSOC – Minutes
- FSOC – Prudential Insurance Company
- FSOC – Regulations.gov
M
#
- 2012 0516 – GOV (House) – The Impact of the Dodd-Frank Act: What it Means to be a Systemically Important Financial Institution – Shelley Moore Capito (R-WV)
- 2014 12 – re: FSOC SIFI Designation of MetLife, Woodall / Hamm – Views of the Council’s Independent Member Having Insurance Expertise – 13p
- 2014 1218 – FSOC – MetLife – Basis for the Financial Stability Oversight Council’s Final Determination Regarding Metlife, Inc – 31p
- 2015 0325 – GOV (Senate) – FSOC Accountability Nonbank Designations – Richard Shelby (R-AL)
- 2015 0430 – GOV (Senate) – Examining Insurance Capital Rules and FSOC Process, Mike Crapo (R-ID)
- 2015 1208 – GOV (House) – Oversight of the Financial Stability Oversight Council (FSOC) – Jeb Hensarling (R-TX)
- 2017 0328 – GOV (House) – The Arbitrary and Inconsistent Non-Bank SIFI Designation Process – Ann Wagner (R-MO)
U.S. Government Bills – Index
Bills – Index
A
- AAA to Government
- AAA to IAIS
- AAA to NAIC
- AAA to NAIC – IUL – Indexed Universal Life
- AAA – American Academy of Actuaries
- AAA – American Academy of Actuaries – Documents
- AAA – American Academy of Actuaries – Groups
- AAA – Journal of the American Academy of Actuaries
- AAII – American Association of Individual Investors
- AAJ – American Association for Justice
- AARP – American Association of Retired Persons
- Abandoned Property
- ABA – Activities Based Approach
- ABA – American Bar Association
- Abstracts of Significant Cases Bearing on the Regulation of Insurance – NAIC
- Absurd
- ABS – Asset-Backed Securities
- Abusive
- Acacia Mutual Life Insurance Company
- Academics
- Academic – Fields
- Academic – Index
- Academic – Papers
- Academic – Papers – WishList
- Academic – People
- Academic – Snippets
- Academy Life Insurance Company
- Accelerated Benefits
- ACCI – American Council on Consumers Interests
- Accountability
- Accounting
- Accounting – Documents
- Accounting – Index
- Account Value Enhancement – Walker vs. LSW
- Accreditation
- ACLI to NAIC
- ACLI v. Perez (DOL – Department of Labor) – Fiduciary Rule
- ACLI – American Council of Life Insurance
- ACLI – American Council of Life Insurers
- ACLI – American Council of Life Insurers to Government
- ACLI – American Council of Life Insurers – Amicus Briefs
- ACLI – American Council of Life Insurers – Documents
- ACLI – American Council of Life Insurers – Index
- ACLI – American Council of Life Insurers – Life Insurers Fact Book
- ACLI – American Council of Life Insurers – Media
- ACLI – American Council of Life Insurers – People
- ACLI – American Council of Life Insurers – Snippets
- ACLI – American Council of Life Insurers – to International
- ACLI – American Council of Life Insurers – WishList
- ACLI – CDS – Credit Default Swaps
- ACLI – Federal Register
- ACLI – Groups
- ACLI – IUL – Indexed Universal Life Insurance
- ACLI – Lawsuits
- ACLI – Membership – Companies
- ACLI – Non-Guaranteed Cost Element
- ACLI – Premiums, Costs, Values and Benefits
- ACLI – Run – Disintermediation
- ACLI – Testimony
- ACLI – TRG – Technical Resource Goup, Industry – Illustrations – NAIC
- Acronyms
- ACTEC – The American College of Trust and Estate Counsel
- Activities
- Activities – Index
- Actuarial
- Actuarial Guidelines
- Actuarial Guideline 38
- Actuarial Opinions
- Actuarial Principles
- Actuarial Science
- Actuarial Soundness
- Actuarial Tables
- Actuarial – Index
- Actuarial – Media
- Actuarial – People
- Actuarial – Snippets
- Actuarial – WishList
- Actuaries
- Actuary
- Adam Hamm
- Adam Sosnick
- Adjustable Life Descriptions
- Adjustable Life Insurance
- Adjustable Life Insurance – Index
- Adjustable Life – Media
- Adjustable Life – Nationwide
- Advertisements
- Advertisements – Index
- Advertising of Insurance Committee – (H) – NAIC
- Advice
- Advocis
- AEA – American Economic Association
- Aegon
- AEI – American Enterprise Institute
- AETNA
- Aetna v. Wisconsin Insurance Commissioner
- Affiliate Transactions
- AFL-CIO
- AFREF – Americans for Financial Reform Education Fund
- AGC Life insurance Company
- Agency Law
- Agents
- Agents vs. Companies
- Agents – Consumer Interaction
- Agents – Index
- Agents – Knowledge
- Agents – Recruiting
- Agents – Snippets
- Agents – Training
- Agent Statements – Walker vs. LSW
- Agent Training – Walker vs. LSW
- Agent – Failure Rate
- Agent – Lead Generation
- Agent – Turnover Rate
- Age 100 Problem
- Aggregation Method
- AGLIC – American General Life Insurance Company
- AICPA – American Institute of Certified Public Accountants
- AIDS – Acquired Immunodeficiency Syndrome
- AIGFP – AIG Financial Products
- AIGFP – CDS – Collateral / Reserves
- AIGFP – Europe – Regulatory Capital Swaps
- AIGFP – FCIC
- AIGFP – Goldman Sachs – Collateral Calls
- AIGFP – Subordination
- AIG Annuity Insurance Company
- AIG Special Task Force – (EX) – NAIC
- AIG to DOTT – Department of the Treasury
- AIG Trading Group
- AIG – American International Group
- AIG – American International Group – Documents
- AIG – AM Best
- AIG – Annuities
- AIG – Audit Committee
- AIG – Bailout
- AIG – Banklike
- AIG – Bankruptcy – Life Insurance Companies
- AIG – Board of Directors
- AIG – Bonuses
- AIG – Causes of Collapse
- AIG – CDOs
- AIG – CDS – Credit Default Swaps
- AIG – CIA – Central Intelligence Agency
- AIG – Collateral for FRB Loan
- AIG – Commercial Paper
- AIG – Committees
- AIG – Company Guarantees to Subsidiaries
- AIG – Conference Calls
- AIG – Connections
- AIG – Coverup
- AIG – Credit Risk Committee
- AIG – Debt
- AIG – Different Investment Strategies re: Mortgage Backed Securities – AIGFP vs AIG Securities Lending
- AIG – FCIC
- AIG – FCIC – Documents
- AIG – Finance Committee
- AIG – FRB – Federal Reserve Board
- AIG – FRB – Life Insurance Companies
- AIG – GIAs – Guaranteed Investment Agreements
- AIG – GICS – Guaranteed Investment Contracts
- AIG – Goldman Sachs
- AIG – Haircuts
- AIG – Hedge Fund
- AIG – Insurance Regulators
- AIG – IntraCompany Lending
- AIG – Lawsuits
- AIG – Life Insurance Companies Value
- AIG – Life Insurance Subsidiaries
- AIG – Liquidity
- AIG – Main Issues
- AIG – Material Weakness
- AIG – Media
- AIG – Media – Securities Lending
- AIG – MIP – Matched Investment Program
- AIG – Moody’s
- AIG – NAIC
- AIG – Name Changes / Mergers
- AIG – Negotiations With Counterparties
- AIG – OTS – Office of Thrift Supervision
- AIG – Papers
- AIG – PDCF – Primary Dealer Credit Facility
- AIG – People
- AIG – Perceived As Solvent
- AIG – Ponzi Scheme
- AIG – Potential Damage to the Economy
- AIG – Press Releases
- AIG – PWC – PricewaterhouseCoopers
- AIG – Rating Agencies
- AIG – Rating Agencies – Downgrades – Triggers
- AIG – Reasons for Bailout
- AIG – Regulatory Forbearance
- AIG – Repos
- AIG – Revenue
- AIG – Ring Fencing Insurance Companies
- AIG – RMBS – Residential Mortgage Backed Securities
- AIG – Run
- AIG – Run – Securities Lending
- AIG – Securities Lending
- AIG – Securities Lending – Building Up Cash
- AIG – Securities Lending – Counterparties
- AIG – Securities Lending – Eric Dinallo
- AIG – Securities Lending – Government Hearings
- AIG – Securities Lending – Index
- AIG – Securities Lending – Insurance Companies
- AIG – Securities Lending – Insurance Regulators
- AIG – Securities Lending – International
- AIG – Securities Lending – Lawsuits
- AIG – Securities Lending – Leverage
- AIG – Securities Lending – Timeline
- AIG – Securities Lending – 4.5 Billion
- AIG – SEC Filings
- AIG – Seven – Insolvent Insurance Companies
- AIG – Solvency
- AIG – Stable Value Funds
- AIG – Structure
- AIG – SunAmerica
- AIG – Systemic Risk
- AIG – S&P – Standard and Poor’s
- AIG – Unwinding
- AIG – Weekend – Goldman Sachs
- AIG – American International Group – Index
- AIG – 61 Billion
- AIG – 85 Billion
- AIL – American Income Life
- Alabama
- Alabama – Lawsuits
- Alan Frost
- Alan Grayson
- Alan Greenspan
- Alan Press
- Alan Richards
- ALEC – American Legislative Exchange Council
- Alessandro luppa
- ALIC – Association of Life Insurance Counsel
- ALIMDA – Association of Life Insurance Medical Directors of America
- ALI – American Law Institute
- Allen Booth
- Allen Stanford
- Allianz
- ALM – Asset Liability Matching
- Always Marco
- Always Marco – Book Recommendations
- Always Marco – Index
- Always Marco – Lawsuits – Index
- Always Marco – Primerica
- Always Marco – VIDEOS
- Always Marco – WFG – World Financial Group
- Always Marco – WishList
- Ambac – American Municipal Bond Assurance Corporation
- Ambiguity
- American Amicable
- American Amicable – Horizon Life Insurance
- American Banker
- American Bonded Mortgage Company
- American Bonded Mortgage Company
- American College of Financial Services
- American Fidelity
- American Founders Life Insurance Co.
- American International Group, Inc. 2008 Securities Litigation
- American National Insurance Company
- American United Life Insurance Company
- Americo
- Amicus Curiae Briefs
- Amway
- Amway – Life Insurance
- Anbang
- Andrew Forster
- Andrew Tobias
- Andy Panko
- Anna Rappaport
- Annual Report
- Annual Statement
- Annual Statements – Walker vs. LSW
- Annuities
- Annuities – ACLI – American Council of Life Insurers –
- Annuities – Index
- Annuities – Lawsuits
- Annuities – NAIC
- Annuities-2
- Annuitization
- Annuity Buyer’s Guide Working Group – (A) – NAIC
- Annuity Suitability Working Group – (A) – NAIC
- Antitrust
- Anti-MLM-Multi-Level Marketing
- anti-SLAPP – Strategic Lawsuits Against Public Participation
- Anti-Trust
- APNews
- Apollo Global Management
- Apparent Authority
- Archive.org
- ARIA – American Risk & Insurance Association
- Arizona
- Arkansas
- Armstrong Investigation
- Arthur Milton
- Arthur Morris
- Art Williams
- ART – Annual Renewable Term
- ASA – Actuarial Society of America
- ASB – Actuarial Standards Board
- ASB – Actuarial Standards Board – Snippets
- Ashmore v. Paramount Financial Services Inc – FIP – Doug Andrew
- Asia
- ASOPS – Actuarial Standards of Practice
- Assumptions
- Assumption Reinsurance
- As long as you pay the premium
- Athene
- Attorney General
- Australia
- Authority
- AUWG – Accelerated Underwriting Working Group – (A) – NAIC
- Aviva
- A.L. Williams
- A.L. Williams – Index
- A.L. Williams – Lawsuits
- A.L. Williams – Media
- A.L. Williams – Pyramid Scheme
- A2ii – Access to Insurance Initiative
B
- Bad Apples
- Bad Faith
- Bailouts
- Baird Webel
- Bait and Switch
- Baldwin United
- Baldwin-United – Lawsuits
- Bankassurance
- Bankers
- Bankers Life
- Bankruptcy
- Banks
- Banks and Life Insurance – Similar Products / Activities
- Banks Selling Life Insurance
- Banks – Government Hearings
- Banks – Risks
- Banks – Words
- Bank Failures
- Bank Holding Company Act of 1956
- Bank of America
- Bank – Index
- Bank-like
- Barbara Lautzenheiser
- Barclays
- Barney Frank
- Barry Dyke
- Barry Flagg
- Barry Kaye
- Barry Mulholland
- Bartley Munson
- Based On
- Basel
- Batch Illustrations – Walker vs. LSW
- BBB to AAA
- BCCI – Bank of Credit and Commerce International
- Bear Stearns
- Behavioral
- Behavioral Economics
- Behavioral Science
- Benchmarks
- Beneficial Life Insurance
- Benefits
- Benefits – ACLI
- Benefits – Actuarial
- Benefits – Consumer Representatives
- Benefits – Index
- Benefits – NAIC / Regulators
- Benjamin Bock
- Benjamin Franklin
- Benjamin Lawsky
- Ben Baldwin
- Ben Bernanke
- Bernie Madoff
- Best Interest Standards
- Best Practices
- Best’s Review – WishList
- Bethany McLean
- BetterWealth
- BetterWealth – VIDEOS
- Better Markets
- BGA – Benefit Generating Account
- BGF – Benefit Generating Function
- Bills
- Bill Ackman
- Bill Clinton
- Bill Dooley
- Bill Hager
- Bipartisan Policy Center.
- Birny Birnbaum
- BIS – Bank for International Settlements
- Bitcoin
- Blackrock
- Black Box
- Black Swans
- Blaine Luetkemeyer
- Bloomberg
- Blumenthal v. New York Life
- Blumenthal v. New York Life – 08-cv-00456 – 82-1 – Defendant Expert Witness Report – Dynamic Coverage Period Grid – p13 – 1p
- Bobby Samuelson
- Bob Corker
- Bob Wright
- BOE – Bank of England
- Bonds
- Bond Insurers – Media
- Bond Lending
- Bond – Index
- Books
- Books – Index
- Books – Taxes
- Books – WishList
- Boston Mutual Life Insurance Company
- Bradley Barks
- Brad Sherman
- Brenda Cude
- Brian Fechtel
- Brian Lessing
- Brighthouse
- British Columbia
- BrokersAlliance
- Brookings
- Brooksley Born
- Bruce Booker
- Bryce
- BTID – Buy Term Invest the Difference
- Bulletin on Illustrated Interest Projections – NAIC
- Burt Meisel
- BusinessInsider
- Businessweek
- Business of Banking
- Business of Insurance
- Business of Insurance Regulatory Reform Act
- Buyer’s Guide Subgroup – Life Insurance – NAIC
- Byron Dorgan
C
- CAI – Consumer Awareness Institute
- CAI – The Committee of Annuity Insurers
- Caleb Guilliams
- California
- Calvin Coolidge
- Canada
- Canada – Index
- Canada – Insurance – Overview
- Canada – Lawsuits
- Cancer Insurance
- Cannibal Life
- Capital
- Capital Formation
- Capital Markets
- Capital Standards
- Capital Transfer Strategy
- Capital – Index
- Captives
- Captive Reinsurance
- Carolyn Maloney
- CARVM – Commissioners Annuity Reserve Valuation Method
- Cash Flow
- Cash Surrender Values
- Cash Value
- Cash Value Life Insurance
- Cash Value Life Insurance – Confusing
- Cato Institute
- Causation
- CBIRC – China Banking and Insurance Regulatory Commission
- CBO – Congressional Budget Office
- CCIR – Canadian Council of Insurance Regulators
- CDAWG – ComFrame Development and Analysis Working Group – (G) – NAIC
- CDS Spreads
- CDS – Credit Default Swaps
- Cecil Bykerk
- CEFLI – Compliance and Ethics Forum for Life Insurers – ACLI
- CEJ – Center for Economic Justice
- CEJ – Center for Economic Justice – Documents
- Center For Capital Markets Competitiveness
- CEPA – Consumer Education and Protective Association
- CFA Institute
- CFA – Consumer Federation of America
- CFA – Consumer Federation of America – Snippets
- CFLID – Center for Life Insurance Disputes
- CFMA – Commodity Futures Modernization Act
- CFPA – Consumer Financial Protection Agency
- CFPB – Consumer Finance Protection Bureau
- CFPB – Government Hearings
- CFR – Code of Federal Regulations
- CFTC – Commodity Futures Trading Commission
- Chamber of Commerce
- Change
- Change Without Damage
- Changing Times Magazine
- Chargebacks
- Charges
- Charitable Giving With Life Insurance
- Charity Owned Life Insurance
- Charles Adams
- Charles Hurwitz – Maxxam
- Charles Oliver
- Charles Trowbridge
- Chicago Tribune
- China
- Christian DesRochers
- Christopher Coyle
- Christopher Swift
- Chris Dodd
- Chris Kite
- Chubb
- Chuck Grassley
- Chuck Schumer
- Church
- Churning
- CIA – Central Intelligence Agency
- CIA-ICA – Canadian Institute of Actuaries
- CIDWG – Consumer Disclosure Issues Working Group – (A) – NAIC
- CII – Council of Institutional Investors
- Ciofoletti v. Securian
- CIPR – Center for Insurance Policy and Research
- Circle of Wealth
- CISRO-OCRA – Canadian Insurance Services Regulatory Organizations
- Citigroup
- Claims Settlement
- Class Actions
- Class Action Settlements
- CLHIA – Canadian Life and Health Insurance Association
- CMO – Collateralized Mortgage Obligations
- CNN – Cable News Network
- Codification
- Cody Askins
- Coffeezilla
- Coffeezilla – VIDEOS
- Cointel Pro
- COI – Cost of Insurance
- COLI – Corporate Owned Life Insurance
- Collaboration
- College Funding
- Collins Amendment
- Colorado
- Combined Insurance Company of America
- Comments About – ACLI – American Council of Life Insurers
- Comments About – Agents
- Comments About – Companies
- Comments About – Consumers
- Comments About – Curtis Ray
- Comments About – Doug Andrew
- Comments About – FFL – Family First Life
- Comments About – Judges
- Comments About – LIFE180 / Chris Kirkpatrick
- Comments About – NAIC – Insurance Regulators
- Comments About – PHP – People Helping People
- Comments About – SEC – Securities and Exchange Commission
- Commercial and Financial Chronicle
- Commercial Paper
- Commissions
- Commissions – Walker vs. LSW
- Common Sense
- Communication
- Communications
- Communications – Index
- Commutation
- Companies
- Companies vs. Agents
- Companies – Index
- Company
- Company Computer Systems
- Company Conversions
- Company Investments
- Company – Agent
- Comparison
- Compensation
- Competition
- Complaints
- Completely Flexible Life Insurance Plans – Universal Life Insurance
- Complex Products
- Compliance Department – Walker vs. LSW
- Compulife v. Rustein
- Computers
- Computer Science
- Conduct – Index
- Confederation Life
- Conflicts of Interest
- Confusing to People
- Confusing – Walker vs. LSW
- Confusion
- Congress
- Congressional Record
- Congress – Snippets
- Congress – Snippets – 1980s
- Congress – Snippets – 1990s
- Congress – Snippets – 2009
- Congress – Snippets – 2010s
- ConnectedPapers
- Connecticut
- Connecticut General Life Insurance Company
- Connecticut Mutual Life Insurance Company
- Conseco
- Consolidated Appropriations Act 2021
- Conspiracy
- Consumerism
- Consumerists
- Consumers
- Consumers Union
- Consumers – Index
- Consumers – Snippets
- Consumer Action Handbook
- Consumer Actuary
- Consumer Buying Process
- Consumer Education
- Consumer Outcomes
- Consumer Participation Program – NAIC
- Consumer Protection
- Consumer Reports
- Consumer Representatives
- Consumer Representatives – Snippets
- Consumer Understanding
- Consumer Understanding – Walker vs. LSW
- Consumer Watchdog
- Contagion
- Contract
- Contractual Plans
- Contract Interpretation
- Contract Law
- Conversions
- CooperConnect
- Coopers and Lybrand
- COP – Congressional Oversight Panel
- COP – Congressional Oversight Panel – Documents
- COP – Congressional Oversight Panel – Hearings
- COP – Congressional Oversight Panel – Index
- COP – Congressional Oversight Panel – People
- COP – Congressional Oversight Panel – Reports
- COP – Congressional Oversight Panel – WishList
- Corebridge Financial
- Core Business
- Corporate
- Corporate Governance
- Corridor
- Cost
- Cost
- Costigan v. John Hancock
- Costs and Illustrations – Walker vs. LSW
- Costs of Lawsuit – Walker vs. LSW
- Cost Comparison
- Cost Disclosure
- Cost Indices Subgroup – (A) – NAIC
- Cost Structure
- Cost – Index
- Council of Economic Advisors
- Coupon Policies
- Court of Appeals
- Coverage Period
- Coverage Period – Examples
- Coverage Period / Performance / Scenarios / Results – Walker vs. LSW
- Covered Bonds
- COVID
- Cowboy Athletics v. Lincoln National Life Insurance Company
- CPA – Certified Public Accountant
- CPSC – Consumer Product Safety Commission
- CQPress
- Credibility
- Creditor Protection
- Credit Cards
- Credit Enhancements
- Credit Insurance
- Credit Life Insurance
- Crédit Lyonnais
- Credit Ratings
- Credit Ratings – Goverment Hearings
- Credit Risk
- Credit Suisse
- Criminology
- Crisis
- Crisis in Confidence
- Critics
- Crown Life
- Crown Life v. Casteel – 98-0218
- CRS – Congressional Research Service
- CRS – Congressional Research Service – Documents
- CRS – Congressional Research Service – Snippets
- CRVM – Commissioners Reserve Valuation Method
- CSO – Commissioners Standard Ordinary Tables
- Culture
- Current Assumption Whole Life
- Current Events
- Current Experience
- Curtis Ray
- Cyber
- CyberCemetery
D
- Dale Gustafson
- Damon Silvers
- Daniel Gottlieb
- Daniel Schwarcz
- Daniel Schwarcz – Government Hearings
- Daniel Schwarcz – Law Reviews
- Daniel Schwarcz – Snippets
- Daniel Tarullo
- Daphne Bartlett
- Darrell Issa
- Data Bank
- David Hippen
- David Kinder
- David Kotz
- David Lange
- David Lyons
- David Macchia
- David McKnight
- David McKnight – Index
- David McKnight – VIDEOS
- David Parks Fackler
- David Rutstein
- David Swankin
- David Walker
- David Zaring
- Dead Peasant Life Insurance
- Death Benefit Need and Life Insurance – Walker vs. LSW
- Death Benefit – Increases
- Death Insurance
- Death Master Files – DMF
- Debevoise & Plimpton
- Deceptive
- Deceptive Illustrations – Walker vs. LSW
- Deceptive Sales Practices
- Deceptive Trade Practices
- Defamation
- Defective
- Defective – Lapse Prone – Walker vs. LSW
- Defined Contribution Plans
- Delaware Department of Insurance v. United States
- Delphi Pension
- Demand Deposit
- Demographics
- Demutualization
- Dennis Ross
- Department of Commerce
- Deposit
- Depositions
- Depositions – Walker vs. LSW
- Deposit Term Life Insurance
- Deregulation
- Derivatives
- Derivatives Dealers
- Derivatives, Futures, Options, Swaps etc – Government Hearings
- Destruction of Documents
- Des Moines Register
- Diana Henriques
- Direct Marketing
- Direct Selling
- Disciplined Current Scale
- Disclosure
- Disclosure – Index
- Disintermediation
- Dissimilar Plans
- Distribution
- District of Columbia
- Dividends
- Dixie Noonan
- DIY – Do It Yourself – Universal Life Insurance
- Documents
- Documents – Index
- Document Destruction
- Document – Snippets – Walker vs. LSW
- DOC 264 – DECLARATION of Elizabeth MacGowan – Walker vs. LSW
- DOC 810 – Trial Transcript – Day 7 – Walker vs. LSW – 260p
- Dodd-Frank Act
- DOD – Department of Defense
- DOJ – Department of Justice
- DOL – Department of Labor
- DOL – Department of Labor – Documents Referenced
- DOL – Department of Labor – Index
- DOL – Department of Labor – IUL
- DOL – Department of Labor – Lawsuits
- DOL – Department of Labor – PTE 2020-02
- DOL – Department of Labor – Rollovers
- DOL – EBSA – 1210-AB32
- DOL – Fiduciary Rule
- DOL – Fiduciary Rule – Media
- DOL – Fiduciary Rule – Outline
- DOL – Fiduciary – Government Hearings
- DOL – Letters – Comments – Testimony
- DOL – Employee or Independent Contractor
- Donald Kohn
- Donna Claire
- Donna Megregian
- DOTT – Department of the Treasury
- DOTT – Department of the Treasury – Documents
- DOTT – Department of the Treasury – Snippets
- DOTT – Secretary of the Treasury
- Double the Death Benefit
- Douglas Doll
- Douglas Holtz-Eakin
- Doug Andrew
- Doug Andrew – Ads
- Doug Andrew – Connections
- Doug Andrew – Index
- Doug Andrew – Lawsuits
- Doug Andrew – Lawsuits – Utah
- Doug Andrew – Media
- Doug Andrew – VIDEOS
- Doug Andrew – Walker vs. LSW
- Doug Andrew – Words
- Doug Slape
- Drexel Burnham Lambert
- DSA – Direct Selling Association
- DSEF – Direct Selling Education Foundation
- DSSRC – Direct Selling Self-Regulatory Council
- Duff & Phelps Rating Agency
- Duhaime v. John Hancock
- Duration
- Duty
- Duty to Disclose – Walker vs. LSW
- Duty to Read
- Duty to Read – Walker vs. LSW
- Dwight Bartlett
- Dynamic
- Dynamic Financial Condition Analysis Handbook – SOA – Society of Actuaries
- Dynamic Solvency Testing – DST
E
- EAR – Enrolled Actuaries Report
- EBSA – Employee Benefits Security Administration
- ECB – European Central Bank
- Economatic
- Econometrics
- Economy
- Econo-master
- Econstor
- Eden Safarty
- Edmund Berkeley
- Edmund Halley
- Education
- Edward Rieder
- Ed Liddy
- Ed Royce
- Ed Slott
- EF Hutton – Advertisements
- EIOPA – European Insurance and Occupational Pensions Authority
- Elan Moas
- Elder Abuse
- ELIC – Executive Life Insurance Company – California
- ELIC – Executive Life – California
- Elizabeth Brown
- Elizabeth MacGowan – Walker vs. LSW
- Elizabeth Warren
- Elizur Wright
- Eli Broad
- ELNY – Executive Life of New York
- Endowment Policies
- Entire Contract Clause
- Equitable Life
- Equity
- Equity Funding Corporation of America
- Equity Indexed Life Insurance
- ERIC
- Eric Dinallo
- Eric Dinallo – Index
- Eric Dinallo – Lawsuits
- Eric Dinallo – Lawsuits – 2
- Eric Dinallo – List
- Eric Dinallo – Monolines
- Eric Dinallo – Snippets
- Eric Olson
- ERISA Retirement Income Working Group – (A) – NAIC
- ERISA – Employee Retirement Income Security Act of 1974
- ERM – Enterprise Risk Management
- Ernest J. Moorhead (Jack)
- ESG – Economic Scenario Generator
- ESRB – European Systemic Risk Board
- Estate Planning
- Ethics
- Ethos Life
- European Parliament
- Europe – AIG – FCIC
- EU – European Union
- Evaluation Life Insurance Cost Disclosure Task Force – NAIC
- Examples
- Excess-Interest Whole Life
- Exhibits – Walker vs. LSW
- Expectations
- Expense Allowance
- Experience Studies
- Expert Witnesses
- Expert Witnesses – Walker vs. LSW
- EX – Executive Committee – NAIC
- EY – Ernst and Young
- E.F. Hutton
- E.U. – U.S. Insurance Dialogue Project Reports – NAIC
F
- FABN – Funding Agreement-Backed Note
- FACI – Federal Advisory Committee on Insurance
- Failures
- Fairbanks v. Farmers New World Life
- Fairness
- Fair Canada
- Fair Consumer Outcomes
- Fair Value Accounting
- Fannie Mae
- Farmers
- FASB – Financial Accounting Standards Board
- Fatally Flawed
- Fay v. Aetna
- FBI – Federal Bureau of Investigation
- FCC – Federal Communications Commission
- FCIC – Financial Crisis Inquiry Commission
- FCIC – Financial Crisis Inquiry Commission – Documents
- FCIC – Financial Crisis Inquiry Commission – Index
- FCIC – Financial Crisis Inquiry Commission – Interview – MP3 – Snippets
- FCIC – Financial Crisis Inquiry Commission – Testimony
- FCIC – Financial Crisis Inquiry Commission – WishList
- FCIC – Finding Aid for the Records of the Financial Crisis Inquiry Commission
- FCIC – Hearings
- FCIC – Interviews
- FDIC – Documents
- FDIC – Federal Deposit Insurance Corporation
- Features
- Federal Crime Insurance Program
- Federal Register
- Federal Reserve Board – Press Releases
- FEDS Notes
- Fee for Services / Consulting
- Fee Only
- FEGLI – Federal Employees Group Life Insurance
- Fehr v. Sun Life Assurance Company of Canada
- Feller v. Transamerica
- Ferguson v. Crown Life and William Casteel – Index
- Ferguson v. Crown Life and William Casteel – V13of23 – 222p
- Ferguson v. Crown Life and William Casteel – V14of23 – 244p
- Ferguson v. Crown Life and William Casteel – V2of23 – 260p
- Ferguson v. Crown Life and William Casteel – V3of23 – 239p
- Ferguson v. Crown Life and William Casteel – V7of23 – 231p
- Ferguson v. Crown Life and William Casteel – V4of23 – 204p
- Ferguson v. Crown Life / Casteel – 91-11537
- FFL – Family First Life
- FFL – Family First Life Lawsuit Witnesses – VIDEOS
- FFL – Family First Life – Index
- FFL – Family First Life – Lawsuits
- FFL – Family First Life – VIDEOS
- FHFA – Federal Housing Finance Agency
- FHLB – Federal Home Loan Bank
- Fidelity Union
- Fiduciary
- Fifth Dividend
- FIGC – Federal Insurance Guaranty Corporation
- Financial Condition Committee – (E) – NAIC
- Financial Guarantee Insurance
- Financial Guarantors
- Financial Reinsurance
- Financial Services
- Financial Services and Insurance Regulation Task Force – (EX) – NAIC
- Financial Services Competitiveness Act of 1995
- Financial Services Modernization Task Force – NAIC
- Financial Services Modernization – Government Hearings
- Financial Stability Task Force – NAIC
- Financing
- FinCen – Financial Crimes Enforcement Network
- FINRA – Financial Industry Regulatory Authority
- FIO – Federal Insurance Office
- FIO – Federal Insurance Office – Documents
- FIP – Future Income Payments
- First Capital
- First Command
- First Executive
- Fixed Income Securities
- Fixed Premium Universal Life
- Fixed Premium Variable Benefit
- Flexible Premium
- FlimFlam
- Flitcraft
- Floating Rate
- Floors – Walker vs. LSW
- Florida
- Focus Groups
- FOIA – Freedom of Information Act
- FOMC – Federal Open Meeting Committee
- Forbes
- Foresters
- Fortune Magazine
- FPA – Financial Planning Association
- Fractional Premiums
- Frankel
- Frank Keating
- Fraud
- Fraudsters
- Fraudulent Concealment / Intent to Deceive – Walker vs. LSW
- FRBNY – Federal Reserve Bank of New York
- FRB – Federal Reserve Board
- FRB – Federal Reserve Board – Documents
- FRB – Federal Reserve Board – Minutes
- FRB – Federal Reserve Board – Snippets
- FRB – Federal Reserve Board – WishList
- FRB – GOV
- Freddie Mac
- Fred Andersen
- Fred – Federal Reserve Economic Data
- Freemasons
- Free Insurance – Walker vs. LSW
- Free Look / Cooling Off Period
- Front-end Loads
- FSB – Financial Stability Board
- FSOC – Activities
- FSOC – AIG
- FSOC – Annual Reports
- FSOC – Cost Benefit Analysis
- FSOC – Determination and Dissents – Financial Stability Oversight Committee – Snippets
- FSOC – Financial Stability Oversight Council
- FSOC – Financial Stability Oversight Council – Index
- FSOC – Government Hearings
- FSOC – Government Hearings – List
- FSOC – MetLife
- FSOC – MetLife – Explanation of the Basis of the Financial Stability Oversight Council’s Final Determination 85-2, 85-3 – 387p
- FSOC – MetLife – Run on the Bank
- FSOC – Minutes
- FSOC – Prudential Insurance Company
- FSOC – Regulations.gov
- FSRA – Financial Services Regulatory Authority of Ontario
- FTC – BOR – Business Opportunity Rule
- FTC – Congress – Life Insurance
- FTC – Consultations
- FTC – Federal Trade Commission
- FTC – Federal Trade Commission – Index
- FTC – Federal Trade Commission – Snippets
- FTC – Newspapers
- FT – Financial Times
- Functional Regulation
- Funded Plans of Life Insurance (Universal Life) and Annuities – (A) – NAIC
- Funding Agreements
- Fund-Based Products
- Futurism
G
- GAAP – Generally Accepted Accounting Principles
- Gaidon v. Guardian Life
- GALIC – General American Life Insurance Company
- Gallant v. Prudential
- Gambling
- Games, Gimmicks and Tricks
- Game Theory
- GAO – Government Accountability Office
- GAO – Government Accountability Office – Documents
- GAO – Government Accountability Office – Snippets
- GAO – Government Accountability Office – WishList
- Garrett Gunderson
- Gary Ackerman
- Gary Gorton
- Gary Hughes
- Gary Sanders
- General Accounts
- Generic Name
- Genetic Testing
- Gene Park
- George Coleman
- George Dinney
- George Nichols
- George W. Bush
- George W. Miller
- Georgia
- Gerald Ford
- GFIA – Global Federation of Insurance Associations
- GFI – Global Financial Impact
- Ghana
- GIAJ – General Insurance Association of Japan
- GICS – Guaranteed Investment Contracts
- GICs – Monolines
- GICs – SEC
- Glass-Steagall Act
- GLBA – Gramm–Leach–Bliley-Act
- Glenn Daily
- Global Atlantic
- Globe Life
- Glossary
- GLP – Guideline Level Premium
- GMF – Guaranteed Maturity Fund
- GMP – Guaranteed Maturity Premium
- GNAIE – Group of North American Insurance Enterprises
- Goldman Sachs
- Gorton Model
- Goshen v. MONY (Mutual Life Insurance Company of New York)
- Government
- GovernmentAttic
- Government Hearings
- Government Hearings – Index
- Government Hearings – Snippets
- Government Hearings – WishList
- Government Hearings – 1910s
- Government Hearings – 1920s
- Government Hearings – 1930s
- Government Hearings – 1940s
- Government Hearings – 1950s
- Government Hearings – 1960s
- Government Hearings – 1970s
- Government Hearings – 1980s
- Government Hearings – 1990
- Government Hearings – 1990s
- Government Hearings – 1991
- Government Hearings – 1992
- Government Hearings – 1993
- Government Hearings – 1994
- Government Hearings – 1995
- Government Hearings – 1997
- Government Hearings – 1998
- Government Hearings – 1999
- Government Hearings – 2000
- Government Hearings – 2000s
- Government Hearings – 2001
- Government Hearings – 2002
- Government Hearings – 2003
- Government Hearings – 2004
- Government Hearings – 2005
- Government Hearings – 2006
- Government Hearings – 2007
- Government Hearings – 2008
- Government Hearings – 2009
- Government Hearings – 2010
- Government Hearings – 2010s
- Government Hearings – 2011
- Government Hearings – 2012
- Government Hearings – 2013
- Government Hearings – 2014
- Government Hearings – 2015
- Government Hearings – 2016
- Government Hearings – 2017
- Government Hearings – 2018
- Government Hearings – 2019
- Government Hearings – 2022
- Government Hearings – 2023
- Government Hearings – 2024
- Government Reports
- Government Reports – WishList
- Government – Communications
- Government – Press Releases
- GOV – NAIC
- GPO – Government Publishing Office
- Grace Period
- Graded Premiums
- Grading
- Grading – Walker vs. LSW
- Grady Polcyn
- Grant Taggart
- Grant Taggart Symposium
- Greatway Financial
- Great Depression
- Great-West Life Assurance Company
- Gregory Serio
- Gretchen Morgenson
- GRET – Generally Recognized Expense Table
- Groups
- Groups – Index
- Group Life Insurance
- Group of 30
- Group Universal Life Insurance
- Grove v. Principal Mutual Life
- GSLIC – Guarantee Security Life Insurance Company
- Guaranteed
- Guaranteed Gross Premium
- Guaranteed Maturity Premium Nonforfeiture Test
- Guarantees
- Guarantees Only – Illustrations
- Guarantee – Index
- Guaranty Funds
- Guaranty Fund Issues Working Group – (E) – NAIC
- Guardian
- Guessing
- Guideline Annual Premium
- Guideline Premium
- Guy Baker
H
- Halsey Josephson
- Hal Phillips
- Hank Greenberg
- Hank Paulson
- Harkin Amendment
- Harper’s Life Insurance Library
- Hawaii
- Hedge
- Hedge Funds
- Hedging
- HeinOnline
- Herbert Denenberg
- Heroes of Zero
- Hester Peirce
- Hidden Defect / Non-Guaranteed Elements – NGEs – Walker vs. LSW
- High-Yield Bonds
- Historian
- Historical Performance
- History of Bills – HOB
- History – Academic
- Holocaust
- Home Equity – Walker vs. LSW
- Horton v. Metropolitan Life
- House Members
- House – WishList
- Howard Cannon
- Howard Metzenbaum
- How the Policy Works – Walker vs. LSW
- Hubert Humphrey
- Huebner
- Huebner Foundation for Insurance Education
- Huebner – Books
- HuffPost
- Huu Nam Tran v. Metropolitan Life Insurance Co.
- Hyperfunding
I
- IAA – International Actuarial Association
- IAIR – International Association of Insurance Receivers
- IAIS – Activities Based Approach
- IAIS – Application Papers
- IAIS – Consultations
- IAIS – Holistic Framework
- IAIS – International Association of Insurance Supervisors
- IAIS – International Association of Insurance Supervisors – Documents
- IAIS – International Association of Insurance Supervisors – Index
- IAIS – International Association of Insurance Supervisors – Snippets
- IAIS – Run
- IAIS – Systemic Risk
- IAIS – Universal Life Insurance
- IAIS – VIDEO
- IAIS – Words
- IALC – Indexed Annuity Leadership Council
- Ianello v. American General Life Insurance Company
- IASB – International Accounting Standards Board
- IBC – Infinite Banking Concept
- ICIR – International Center for Insurance Regulation, Goethe University Frankfurt
- ICPs – Insurance Core Principles – IAIS
- ICP 18 – Intermediaries – IAIS
- ICP 19 – Conduct of Business (COB) – IAIS
- ICP 24 – Macroprudential Surveillance and Insurance Supervision – IAIS
- ICS – IAIS – Documents – Stakeholders
- ICS – Three Bucket – IAIS
- Idaho
- IFA – Institute and Faculty of Actuaries
- IFRS – International Financial Reporting Standards
- IIC – International Insurance Council
- III – Insurance Information Institute
- IIPRC – Insurance Compact
- ILIT – Irrevocable Life Insurance Trusts
- Illinois
- Illustrations
- Illustrations as Roadmaps
- Illustrations – COI – Cost of Insurance
- Illustrations – Credibility
- Illustrations – Expectations
- Illustrations – History
- Illustrations – Index
- Illustrations – Media
- Illustrations – Problems
- Illustrations – Purpose
- Illustrations – Solutions
- Illustrations – Uses
- Illustration Actuary
- Illustration Uses – Walker vs. LSW
- Illustration – Descriptions
- IMF – International Monetary Fund
- IMG – Integrity Marketing Group
- IMSA – Insurance Marketplace Standards Association
- IM Academy v. Marco Moukhaiber – Always Marco
- Inconsistencies
- Independent Contractors
- Indeterminate Premium
- Indexes
- India
- Indiana
- Indicators of Uninformed Consumers
- Indicators – Lawsuits
- Industry Media – WishList
- Industry Reputation
- Industry – WishList
- IndyMac
- Inflation
- Inforce Illustrations
- Information Barriers
- Information – Index
- Informed Consumer
- Informed Consumer – Walker vs. LSW
- Informed Policymakers
- Innovative Products Working Group – NAIC
- Inside Buildup
- Insolvencies
- Insolvent
- Institute of Life Insurance
- Insufficient Premium
- Insurable Interest
- InsuranceJournal
- InsuranceNewsNet
- Insurance Advocate
- Insurance and Banking
- Insurance Codes – Walker vs. LSW
- Insurance Code – Section 10509 – Insurance Costs / Illustrations – Walker vs. LSW
- Insurance Companies and Housing
- Insurance Company of North America
- Insurance Economics
- Insurance Industry to Federal Reserve Board
- Insurance Information Act
- Insurance Observer
- Insurance Regulation – Walker vs. LSW
- Insurance Regulators – Time in Office
- Insurance Sales Activities by Banks
- insurance-forums.com – Doug Andrew
- Integrated Contract
- Integrated Financial Services Task Force – (EX) – NAIC
- InterAmerican Insurance Co. of Illinois
- Interconnected
- Interest
- Interest Adjusted Method
- Interest Rate
- Interest Rate Guarantees
- Interest Rate Risk – (C3)
- Interest Rate – Walker vs. LSW
- Interest Rate – We Won’t Have To Pay It
- Interest Sensitive Life Insurance
- Interest – Index
- International
- International Insurance Relations Committee – NAIC
- International Solvency Initiatives Working Group – NAIC
- International – Index
- Internet
- Interrogatories
- Inter-Affiliate Transactions
- InvestmentNews
- Investments
- Investments – Index
- Investment Generation Method
- Investment Grade Policies
- Investment Oriented Life Insurance Products
- Investment Risk
- Investment-Oriented Products
- Investor Owned Life Insurance
- Iowa
- IPAC – Insurance Policy Advisory Committee – Federal Reserve
- IRAs – Individual Retirement Accounts
- IRA Reboot
- IRI – Insured Retirement Institute
- IRP – Insured Retirement Plan
- Irreplaceable Life – Executive Life
- IRR – Internal Rate of Return
- IRS – Internal Revenue Service
- ISDA – International Swaps and Derivatives Association
- Israel
- Issues and Debates – Index
- ITT
- IULSG – Indexed Universal Life Illustrations Subgroup – (A) – NAIC
- IULSG – Indexed Universal Life Illustrations Subgroup – (A) – NAIC – Documents
- IUL – Indexed Universal Life Insurance
- IUL – Indexed Universal Life – Lawsuits
- IUL – Indexed Universal Life – Media
- IUL – Retirement Income – Loans
J
- Jackson National Life
- Jack Reed
- Jacob Jacoby
- Jail
- Jake Garn
- James Carson
- James Collins
- James Corcoran
- James Hunt
- James Jackson
- Jane Bryant Quinn
- Japan
- Jason Chaffetz
- JCT – The Joint Committee on Taxation
- JEC – Joint Economic Committee
- Jeffrey Stemler
- Jeff Robinson
- Jennifer Keller
- Jeremy Kress
- Jerome Golden
- Jerry Keating
- Jesse M. Schwartz
- JFK – John F. Kennedy
- JFK – People
- Jimmy Carter
- Jim Anderson
- Jim Bunning
- Jim Leach
- Jim Millstein
- JIR – Journal of Insurance Regulation – NAIC
- JOAP – Journal of Actuarial Practice
- Joel Ario
- Joe Biden
- Joe Cassano
- Joe Rogan
- Johnston & Johnston v. Conseco
- John Adney
- John Dingell
- John Durkin
- John Garamendi
- John Hancock
- John Hilton
- John Huff
- John Keller
- John Montgomery
- John Moss
- John Osorio
- John Oxendine
- John Pearson
- John Savage
- John Skar
- John Sununu
- Joint Ventures
- Jon S. Hanson
- Joseph Belth
- Joseph Peiffer
- Journalism
- Journalists
- JP Morgan
- JSTOR
- Judges
- Judges – Snippets
- Judges – Walker vs. LSW
- Judy Faucett
- Junk Bonds
- Junk Bonds – Media
- Jury
- Jury – Walker vs. LSW
- J. David Cummins
- J. Edgar Hoover
- J. Owen Stalson
- J. Robert Hunter
K
L
- Lack of Discussion
- Language
- Lapse
- Lapse Rate
- Lapse Risk
- Lapse vs. Surrender
- Lapse – Index
- Lapse – Walker vs. LSW
- Lapse-Supported
- Larry Gorski
- Larry Rybka
- LATF – Life Actuarial Task Force – (A) – NAIC
- Latter-day Saints
- Laura Hanson
- Laurence Kotlikoff
- Law
- Laws
- Lawsuits
- Lawsuits – Index
- Lawsuits – Snippets
- Lawsuits – Snippets – Other
- Lawsuits – VIDEOS – Clips
- Lawsuits – WishList
- Lawyer – Snippets
- Law Reviews
- Law Reviews – Snippets
- Law Reviews – WishList
- Law – Documents
- Law – Index
- Law – Langage
- Law – WishList
- LDWG – Life Disclosure Working Group – (A) – NAIC
- LDWG – Life Disclosure Working Group – (A) – NAIC – Selections
- LEAP – Lifetime Economic Acceleration Process
- Leased Life Insurance
- Lehman Brothers
- Leimberg
- Lending
- Leon Black
- Leslie Scism
- Level Premium Whole Life Policy Without Cash Value
- Leverage
- LIAA – Life Insurance Association of America
- Liability
- Liability Crisis
- LIAC – Life Insurance Committee – (A) – NAIC
- LIAIWG – Life Insurance and Annuities Illustrations Working Group – (A) – NAIC
- LIAMA – Life Insurance Agency Management Association
- Libel
- LIBGWG – Life Insurance Buyer’s Guide Working Group – (A) – NAIC
- LIBG – Life Insurance Buyer’s Guide
- LIBG – Life Insurance Buyer’s Guide – Differences
- LIBG – Life Insurance Buyer’s Guide – Index
- LIBG – Life Insurance Buyer’s Guide – Versions
- LICAC – Life Insurance Consumer Advocacy Center
- Lies
- LifeCycle Policies
- LifeHappens
- LifeHealthPro
- Life Cost Comparison Working Group – NAIC
- Life Cost Disclosure Task Force – (A) – NAIC
- Life Insurance and Banking
- Life Insurance as an Investment
- Life Insurance as IRA’s
- Life Insurance as Savings
- Life Insurance Caucus
- Life Insurance Company of California
- Life Insurance Company Yield
- Life Insurance Cost Comparison Task Force – (C3) – NAIC
- Life Insurance in Combination with Mutual Funds
- Life Insurance Policies Combined with Annuities – NAIC
- Life Insurance Policy Language Simplification Standards Task Force – NAIC
- Life Insurance Products Coupled with Annuities – NAIC
- Life Insurance Securitization
- Life Liquidity Risk Working Group – NAIC
- Life Magazine
- Life Marketing Practices to Senior Citizens Working Group – NAIC
- Life of Virginia
- Life Settlements
- Life Span
- LIFE180
- LIFE180 – VIDEOS
- LIIIWG – Life Insurance Illustrations Issues Working Group – (A) – NAIC – Index
- LIIIWG – Life Insurance Illustrations Issues Working Group – (A) – NAIC – Ad Hoc Group
- LIIIWG – Life Insurance Illustrations Issues Working Group – (A) – NAIC – Documents
- LIIIWG – Life Insurance Illustration Issues Working Group – (A) – NAIC
- LIMRA – Life Insurance Marketing and Research Association
- LIMRA – Life Insurance Marketing and Research Association – WishList
- Lincoln Life
- Linda Lankowski
- Linton Yield
- LIOGWG – Life Insurance Online Guide Working Group – (A) – NAIC
- Lippo Group
- Liquid
- Liquidation
- Liquidity
- Liquidity Risk
- Liquidity vs. Solvency
- Liquidity – Policy Loans
- LIRP – Life Insurance as Retirement Plan / Savings / Investment – Walker vs. LSW
- LIRP – Life Insurance Retirement Plan
- LIRP – Life Insurance Retirement Plan – Company Documents
- LIRP – Life Insurance Retirement Plan – Index
- LIRP – Life Insurance Retirement Plan – Media
- Litigation
- Living Benefits Rider – Walker vs. LSW
- Living Will
- Lloyd Bentsen
- Loads
- Loans
- Loans – Walker vs. LSW
- Lobbying
- LOC – Library of Congress
- LOMA – Life Office Management Association
- London Life
- Long-Duration
- Long-term
- Look – Blumenthal Deposition
- Loopholes
- Louisiana
- Low Interest Rate Environment
- Low-Load Life Insurance
- LSL – Lifetime Security Life Insurance Company
- LSW – Life Insurance Company of the Southwest
- LTCM – Long Term Capital Management
- Lutheran Brotherhood
M
- Macroprudential
- Macroprudential Initiative – NAIC
- Macro-Pricing
- Mafia
- Magazines
- Maiden Lane II
- Mail Order
- Maine
- Maloof v. John Hancock
- Mamboleo v. Pacific Life Insurance Company
- Manipulation
- Manipulation, Lapsation, Dividend Practices and Annuity Disclosure Task Force – (A) – NAIC
- Manitoba
- ManuLife
- MAPWG – Market Analysis Procedures Working Group – (D) – NAIC
- Marcy Kaptur
- Marie v. Pacific Life Insurance Company
- Marketing
- Marketing and Distribution
- Marketing Insurance through Banks and Savings and Loans
- Marketing – Walker vs. LSW
- Market America
- Market Analysis
- Market Conduct
- Market Conduct Regulation vs. Solvency Regulation
- Market Conduct Surveillance Task Force – (EX) – NAIC
- Market Conduct – Documents
- Market Failure
- Market Moving Information
- Market Regulation Certification Working Group – (D) – NAIC
- Market Research
- Market Value / Price – Walker vs. LSW
- Market – Index
- Mark Dorfman
- Mark Hutchings
- Mark to Market Accounting
- Mark Van Der Weide
- Mark Zandi
- Martin Frankel
- Martin Grace
- Martin Mayer
- Martin Sullivan – AIG
- Marty Leary
- Maryland
- Mary Mealer
- Mary Rowland
- Mary Weiss
- Mary Williams Walsh
- Massachusetts
- Massachusetts Mutual
- Massachusetts Mutual – Tremont
- MassMutual – Advertisements
- Mass Lapse
- Material
- Materiality – Walker vs. LSW
- Matt Sapaula
- Matt Taibbi
- Maurice LeVita
- MAV – Market-Adjusted Valuation
- Maximum Premium
- Max Karl
- Max Planck Society
- MBIA – Municipal Bond Insurance Association
- MBS – Mortgaged Backed Securities
- MCASWG – Market Conduct Annual Statement Blanks Working Group – (D) – NAIC
- MCAS – Market Conduct Annual Statement – NAIC
- McCarran-Ferguson Act
- McClatchy News
- MCESWG – Market Conduct Examination Standards Working Group – (D) – NAIC
- Mckensy Long
- McKinsey
- MDL – Multidistrict Litigation
- MDL-1061 – LC – Prudential Insurance Company of America Sales Practices Litigation
- MDL-1091 – LC – Metropolitan Life Insurance Company Sales Practices Litigation
- MDL-1096 – LC – Crown Life Insurance Company Premium Litigation
- MDL-1102 – LC – Sun Life Assurance Company of Canada Sales Practices Litigation
- MDL-1143 – LC – Mutual Life Insurance Company of New York Premium Litigation – MONY
- MDL-1179 – LC – General American Life Insurance Company Sales Practices Litigation
- MDL-1950 – LC – Municipal Derivatives Antitrust Litigation
- MDL-570 – NAIC – Advertisements of Life Insurance and Annuities Model Regulation
- MDL-580 – NAIC – Life Insurance Disclosure Model Regulation
- MDL-580 – NAIC – Life Insurance Solicitation Model Regulation
- MDL-581 – LC – Baldwin-United
- MDL-582 – NAIC – LIIMR – Life Insurance Illustrations Model Regulation
- MDL-582 – NAIC – LIIMR-Life Insurance Illustrations Model Regulation – Proceedings Citations
- MDL-582 – NAIC- LIIMR – Life Insurance Illustration Model Regulation – Comments
- MDL-585 – NAIC – Universal Life Insurance Model Regulation
- MDL-585 – NAIC – Universal Life Insurance Model Regulation – Citations
- MDL-585 – NAIC – Universal Life Insurance Model Regulation – Snippets
- MDL-613 – NAIC – Life Insurance and Annuities Replacement Model Regulation
- MDL-634 – LC – Academy Life Insurance Company Estate Conservation Plan Litigation
- MDL-830 – NAIC – Valuation of Life Insurance Policies
- MDL-900 – NAIC – Unfair Claims Settlement Act
- MDRT – Million Dollar Round Table
- Meaningful Disclosure
- MEC – Modified Endowment Contract
- Media
- Media – Index
- Media – Lawsuits
- Media – Snippets
- Media – Walker vs. LSW
- Media – WishList
- Melissa Bean
- Mercatus
- Meredith Whitney
- Mergers and Acquisitions
- Merrill Lynch
- MetLife
- MetLife v. FSOC – Amicus Briefs
- MetLife v. FSOC – Documents
- MetLife v. FSOC (Financial Stability Oversight Council)
- MetLife – Advertisements
- MetLife – Documents
- MetLife – FHLB – Federal Home Loan Board
- MetLife – FSOC – Implausible Scenario
- MetLife – Index
- MetLife – Lawsuits
- MetLife – Media
- MetLife – 50/50 Plan
- MGA – Managing General Agent
- MGIC – Mortgage Guaranty Insurance Corp.
- MHC – Mutual Holding Company
- MIB – Medical Information Bureau
- Michael Aguirre
- Michael Davlin
- Michael Hutchison
- Michael Lewis
- Michael Lovendusky
- Michael Mateja
- Michael McRaith
- Michael Milken
- Michael Oxley
- Michael Pertschuk
- Michael Quint
- Michigan
- Mike Rieger – AIG
- Mike Yanacheak
- Miles Menander Dawson
- MILICO – Massachusetts Indemnity and Life Insurance Company
- Military
- Military Sales Working Group – (EX) – NAIC
- Milliman
- Minimum Deposit Plan
- Minimum Premium
- Minnesota
- Minnesota Mutual
- Misconduct
- Misleading
- Misleading Illustrations
- Mismatch Life
- Misrepresentation
- Missed Fortune 101, by Doug Andrew
- Missouri
- Missouri – Department of Insurance
- Missouri – Insurance Commissioners
- Mis-selling
- MIT – Massachusetts Institute of Technology
- MLM – Multi-Level Marketing
- Modco – Modified Coinsurance
- Modeling
- Modified Premium Whole Life
- Monarch Life Insurance Company
- Monetary Policy
- Money Laundering
- Money Market
- Monolines
- Monolines – Media
- Montana
- MONY – Mutual Life Insurance Company of New York
- Moody’s
- Moral Hazard
- Moratoriums
- Mormons
- Morningstar
- Morris Review
- Mortality
- Mortality Tables
- Mortgages
- Mortgages – Government Hearings
- Mortgage Bonds
- Mortgage Pass-Through Bonds
- Moshe Milevsky
- Mosten Investments v. The Manufacturers Life Insurance Company – Manulife Financial
- MRCAC – Market Regulation and Consumer Affairs Committee – (D) – NAIC
- MSRB – Municipal Securities Rulemaking Board
- MSRV – Mandatory Securities Valuation Reserve
- Multitrack
- Munich Re
- Municipal
- Municipal Bonds
- Municipal Securities
- Municpal Bond Defaults
- Muni-GICs – Guaranteed Investment Contracts
- Murder
- Mutual Benefit Life
- Mutual Companies
- Mutual of Omaha
- Mutual – Index
- MVA – Market Value Accounting
- MVA – Market Value Adjusted
- Mysteries
- Mytinger
- M&E Charge
N
- NAEPC – National Association of Estate Planners & Councils
- NAFA – National Association for Fixed Annuities
- NAIC Proceedings – Index
- NAIC to DOL
- NAIC to Government
- NAIC – Advertising
- NAIC – Amicus Briefs
- NAIC – CEOs
- NAIC – CIS – Consumer Information Source
- NAIC – Documents
- NAIC – Groups – Index
- NAIC – IAIS
- NAIC – Insurance Commissioners – Snippets
- NAIC – InsureU
- NAIC – Life Insurance – Groups
- NAIC – Market Conduct
- NAIC – Model Laws and Regulations
- NAIC – Name Changes
- NAIC – National Association of Insurance Commissioners
- NAIC – National Association of Insurance Commissioners – Documents – Index
- NAIC – National Association of Insurance Commissioners – Index
- NAIC – National Association of Insurance Commissioners – WishList
- NAIC – Operations / Budget
- NAIC – Origins
- NAIC – Presidents
- NAIC – Press Releases
- NAIC – Role
- NAIC – Run – Disintermediation
- NAIC – Systemic Risk
- NAIC – Universal Life Descriptions
- NAIC – Valuation Manual
- NAIC – Walker vs. LSW – Life Insurance Company of the Southwest
- NAIC/Consumer Liaison Committee – NAIC
- NAIC/Industry Liaison Committee – NAIC
- NAIFA – Documents
- NAIFA – National Association of Insurance and Financial Advisors
- NAIFA / NALU – People
- NAIFA / NALU – Snippets
- NAIFA-NALU – Index
- NAILBA – National Association of Independent Life Brokerage Agencies
- NakedCapitalism.com
- NALC – National Association of Life Companies
- NALU – National Association of Life Underwriters
- NARAB – National Association of Registered Agents and Brokers
- Narrative Summary
- NASAA – North American Securities Administrators Association
- NASAA/NAIC Joint Regulatory Insurance Products Study Committee
- Nassim Taleb
- National Life Brokers Association
- National Surety Company
- National Underwriter
- NBCONF – National Bankruptcy Conference
- NBER – National Bureau of Economic Research
- NBL – National Benefit Life
- NCOIL – National Council of Insurance Legislators – Documents
- NCOIL – National Council of Insurance Legislators – Snippets
- NCOIL – The National Council of Insurance Legislators
- NCSL – National Conference of State Legislators
- Nebraska
- Neil Barofsky
- Net Cost
- Net Premium
- Nevada
- Newspaperarchive
- Newspapers
- New Agents
- New Companies
- New England Life
- New Hampshire
- New Jersey
- New Money / Portfolio Money
- New South Life Insurance Company
- New York
- New York – Circular Letters
- New York – Press Releases
- New York – Regulations
- New York – WishList
- New Zealand
- NFP – National Financial Partners
- NGA – National Governors Association
- NGEs – Non-Guaranteed Elements
- NGEs – Non-Guaranteed Elements – AAA – American Academy of Actuaries
- Nichols v. Mid-West National Life Insurance
- NICO – National Insurance Consumer Organization
- NIH – National Institutes of Health
- NLG – National Life Group
- NLRB – National Labor Relations Board
- NOLHGA – National Organization of Life and Health Insurance Guaranty Associations
- Non
- Nonbank
- Nonbank Banks
- Nonforfeiture
- Nonguaranteed
- Nonguaranteed Guarantees
- Nonguaranteed Premium
- Nonlevel Premium and Benefit Policies
- Non – Index
- Non-Interest Sensitive Policies
- Non-Participating Policies
- Non-Responsive
- Non-Traditional
- Non-Traditional Insurance Products
- Non-Traditional Risks
- Northwestern Mutual
- North Carolina
- North Dakota
- No Cash Value Plans
- No Premium Due
- No Runs on Life Insurance
- No-Load Life Insurance
- NPR – National Public Radio
- NSLI – National Service Life Insurance
- NTNI – Nontraditional and Non-insurance
- Numeric Summary
- Nurses Insured Retirement Plan – Metropolitan Life
- NYL – New York Life
- NYT – New York Times
- NYU Stern School of Business
O
- Obituaries
- OCC – Office of the Comptroller of the Currency
- OECD – Organisation for Economic Co-operation and Development
- OFC – Optional Federal Charter
- Off Track – On Track
- OFR – Office of Financial Research
- OFS – Office of Financial Stability
- Ohio
- Ohio Life Insurance and Trust Company
- OIG – Office of Inspector General
- Oklahoma
- Old
- Old – Books
- Old – Index
- Old – Journals
- Old – Lawsuits
- Old – Media
- Old – Snippets
- Oliver Wyman
- Omissions – Walker vs. LSW
- OneAmerica
- One Policy Fee – Walker vs. LSW
- Ontario
- Operational Risk
- Operations Research
- Optional Form – Walker vs. LSW
- Options
- Options – Life Insurance Policy
- Oral Histories
- Orderly Liquidation
- Orderly Liquidation Authority
- Orderly Resolution Authority
- Oregon
- Organized Crime
- Orphaned
- Orrin Hatch
- OSFI – Office of the Superintendent of Financial Institutions
- OTA – Office of Technology Assessment
- OTS – Office of Thrift Supervision
- Overfund
- O.C. Ferrell
P
- Pacific Life
- Pacific Lumber
- Pakistan
- Paltering
- Pamela Yellen
- Pandemics
- Panic
- Panic of 1857
- Panic of 1907
- Partial Endowment
- Patricia McCoy
- Patricia Mosser
- Patrick Baird
- Patrick Kelly
- Patrick McHenry
- Patrick Reeder
- Paul DeAngelo
- Paul J. Mason
- Paul Kanjorski
- Paul Volcker
- Paul v. Virginia
- Pay-in-Advance Policies
- PBD – Patrick Bet-David
- PBGC – Pension Benefit Guaranty Corporation
- PBR – Principle Based Reserves
- PBR – Principle-Based Reserving
- PBS – Public Broadcasting Service
- Pennsylvania
- Penn Central
- Penn Treaty
- Pensions
- Pensions – Index
- Pension Advance
- Pension Maximization
- Pentagon
- People
- People – Index
- Performance
- Periodic Payment Plans
- Permanent
- Permanent Life Insurance
- Persistency
- Perspectives
- Peter G. Peterson
- Peter Katt
- Peter Wallison
- Pete Brewton
- Pete Stark
- PE – Private Equity
- Philip Hart
- Philip Polkinghorn
- Phillip Stano
- PHL Variable Insurance Company
- PHP – People Helping People
- PIABA – Public Investors Advocate Bar Association
- Planned Premium
- Plan of Insurance
- Plan of Insurance vs. Policy vs Contract
- Policies
- Policies – Index
- Policyholders
- Policyholder Behavior
- Policyholder Options
- Policyholder Protection
- Policy Categories – Blurry
- Policy Changes
- Policy Conversions
- Policy Information for Applicant – Universal Life Policy – NAIC
- Policy Loans
- Policy Maturity
- Policy Mechanics / Cash Flow Elements – Walker vs. LSW
- Policy Mechanics / Cash flow / Works
- Policy Overview – Examples
- Policy Overview / Cover page / Narrative
- Policy Performance
- Policy Summary – Cover Page – 1 page
- Policy Transfers
- Portfolio Insurance
- Postal Life
- Post-Sale Disclosure
- PPLI – Private Placement Life Insurance
- Predatory Lending
- Predictive Analytics
- Preemption
- Premiums
- Premiums – Index
- Premiums, Costs, Values and Benefits
- Premiums, Costs, Values and Benefits – Actuarial
- Premiums, Costs, Values and Benefits – Agents
- Premiums, Costs, Values and Benefits – Cash Value
- Premiums, Costs, Values and Benefits – Congress
- Premiums, Costs, Values and Benefits – Consumer Representatives
- Premiums, Costs, Values and Benefits – Consumer Testing
- Premiums, Costs, Values and Benefits – Examples
- Premiums, Costs, Values and Benefits – Expectations
- Premiums, Costs, Values and Benefits – Expert Witnesses
- Premiums, Costs, Values and Benefits – Index
- Premiums, Costs, Values and Benefits – Judges
- Premiums, Costs, Values and Benefits – Lawsuits
- Premiums, Costs, Values and Benefits – Lawyers
- Premiums, Costs, Values and Benefits – Market Conduct
- Premiums, Costs, Values and Benefits – Policyholders
- Premiums, Costs, Values and Benefits – Regulators – History
- Premiums, Costs, Values and Benefits – Reputational Risk
- Premiums, Costs, Values and Benefits – Understanding Illustrations
- Premiums, Costs, Values and Benefits – Universal Life – Concept
- Premiums, Costs, Values and Benefits – Universal Life – Math
- Premiums, Costs, Value and Benefits – Reserves
- Premium Benefit Pattern – Examples
- Premium Calculation
- Premium Due Date
- Premium Financing
- Premium Loan
- Premium Payment Options
- Premium Per Thousand
- Premium Taxes
- Premium – Actuarial
- Premium – Consumer – Universal Life
- Premium – Regulator – Universal Life
- Press
- Press Releases
- Pre-funded Guaranty Fund
- Price
- Price Fixing
- Pricing
- Pricing Actuary
- Pricing Assumptions
- Pricing Risk
- Primerica
- Primerica vs. Marco Moukhaiber – [Always Marco]
- Primerica – A.L. Williams – Documents
- Primerica – A.L. Williams – Index
- Primerica – Bad Press
- Primerica – Joseph Belth
- Primerica – Lawsuits
- Primerica – Pyramid Scheme
- Primerica – TimeLine
- Primerica – VIDEOS
- Principal Life
- Principal – Agent
- Privacy
- Private Placement
- Private Right of Action
- Probe Magazine
- Problems – Index
- Problems – Language
- Problem Banks
- Problem – Agents
- Problem – As Long as You Pay the Premium
- Problem – Class Action Litigation
- Problem – Company
- Problem – Consumers
- Problem – Insurance Regulators
- Problem – Lapse
- Problem – Policyholder Expectations
- Problem – Reinsurance
- Product Approval
- Product Development Task Force – (A) – NAIC
- Product Management
- Product Regulation
- Profit
- Programming
- Projected Interest Earnings Working Group – (A) – NAIC
- Project – Life Insurance Buyer’s Guide (LIBG) – Universal Life – 198x v 199x
- Project – NAIC – Snippets – 2023
- Promises
- PRT – Pension Risk Transfer
- Pruco Life
- Prudential
- Prudential Insurance Company
- Prudential Insurance Company – Documents
- Prudential Insurance Company – Lawsuits
- Prudential Insurance Company – Snippets
- Prudential Insurance Company – Vanishing Premium
- Prudential Regulation
- Prudential – Index
- PublicIntelligence.net
- Puffery
- Pulitzer
- Punitive Damages
- PWC – Price Waterhouse Cooper
- PWG – President’s Working Group
- Pyramid
- Pyramid Life Insurance Company
- Pyramid Scheme
- Pyramid Scheme – Lawsuits
- Pyramid Scheme – Media
- P1P2 – Actuarial
- P1 v P2 – Walker vs. LSW
Q
- Qualified Money to Life Insurance
- Questioning the Solvency of an Insurance Company
- Questions
- Q: Can People Can Disagree
- Q: Does It Matter If The Policy Lapses? – LIRP – Life Insurance Retirement Plan
- Q: Was AIG an Insurance Company or Something Else?
- Q: What is the Purpose of Insurance Regulation?
- Q: What was the Original Concept of Universal Life Insurance?
- Q: Why was Universal Life Created?
- Q: AIGFP – Collateral Call Provisions – Was it Known About / Common?
- Q: AIG – Securities Lending – Where Did the Money Go?
- Q: AIG – Where Did The Money Go?
- Q: Are Life Insurance Policies Being Sold For a Death Benefit or an Investment Vehicle?
- Q: Are People Talking About the Same Thing?
- Q: Can the Insurance Industry Create Systemic Risk?
- Q: Could AIG Have Separated AIGFP from the Insurance Companies?
- Q: Could Guaranty Funds Handle a Large Insurance Company?
- Q: Could the Securities Lending Division of AIG Taken Down the Company by Itself?
- Q: Did Companies Buy Insurance On AIG From AIG?
- Q: Did Insurance Regulators tell AIG to Wind-Down their Securities Lending Business?
- Q: Did LSW Lie to State Regulators – Walker vs. LSW
- Q: Does a Term policy have Cash Value?
- Q: Does the NAIC Get Anything Done Without Pressure From Congress?
- Q: FSOC – Are Companies Told Why They are Designated SIFIs?
- Q: Guaranty Fund – Who Pays?
- Q: How Can Universal Life Insurance Be Classified? Permanent / Whole / Term / Other
- Q: How Does US Insurance Regulation Compare to International Insurance Regulation?
- Q: How Does US Insurance Regulation compare to Other US Federal Regulation?
- Q: How Do Agents Use Life Insurance Illustrations?
- Q: How Much Was Gary Gorton Involved With The AIGFP MultiSector CDS Business?
- Q: Is the Insurance Industry Exposed to Systemic Risk?
- Q: Is Universal Life Insurance a Traditional Product?
- Q: Should the Insurance Industry Be Looked At?
- Q: Universal Life – Who wanted this?
- Q: Was LSW Trying to Hide Information? – Walker vs. LSW
- Q: Was The Securities Lending A Cause of AIG Problems?
- Q: Were AIGFP and AIG Securities Lending Connected?
- Q: Were AIGFP and the AIG Insurance Companies Connected?
- Q: What Came First Universal Life or Adjustable Life?
- Q: What Do Agents Say to Consumers?
- Q: What is Systemic Risk?
- Q: What is the NAIC – National Association of Insurance Commissioners?
- Q: What is this Case About? – Walker vs. LSW
- Q: What Life Insurance Products Need More Regulation Than Others?
- Q: What May Have Happened if AIG had Gone Bankrupt?
- Q: What Policies lead to Lawsuits / Market conduct issues?
- Q: What Responsibilities Do Actuaries Have?
- Q: What Was The Relationship Between AIGFP and the Insurance Subsidiaries?
- Q: What’s the Problem That We Are Trying to Solve?
- Q: Who At AIG Was Responsible for Securities Lending?
- Q: Who Can Call Themselves an Actuary?
- Q: Who created Universal Life Insurance?
- Q: Who Supervised AIGFP Before the OTS?
- Q: Who Watches the Insurance Regulators?
- Q: Why didn’t the ACLI and NALU show up?
- Q: Why was AIG Bailed Out?
- Q: Would AIG Policyholders Been Fully Protected?
- Q: Would It Have Been Illegal To Say That AIG Was Insolvent?
- Q: Would the State Insurance Regulators Have Seized the Insurance Companies if AIG had Filed for Bankruptcy?
- Q: Did The Insurance Regulators Communicate A View To The Federal Reserve Or To The Treasury During This Period That The Parent of AIG Had To Be Rescued?
R
- Ralph Nader
- Randall Mire
- Randy Barkacs
- Randy Stelk
- Rand Corporation
- Range Approach
- Rate
- Ratebook
- Rate Regulation
- Rating
- Rating Agencies
- Rating – Index
- RBC – Risk Based Capital
- Readability / Plain Language / Flesch
- Real Estate
- Reasonable
- Reasonable Assumptions
- Reasonable Expectations
- Reasonable Person
- Reason for Purchase – Walker vs. LSW
- Reassurance
- Rebating
- Receivership
- Receivership Law Working Group – (E) – NAIC
- Recent Company Experience
- Recission
- Red
- Red Team
- Regulation
- Regulations.gov
- Regulation XXX – NAIC
- Regulation – Insurance – Coordination
- Regulation 187
- Regulators
- Regulators – AIG – FCIC
- Regulatory
- Regulatory Arbitrage
- Regulatory Forbearance
- Regulatory Reform
- Regulatory Topics
- Regulatory – Index
- Regulator Information From Companies
- Reinsurance
- Reliance
- Reliance Insurance Company
- ReliaStar
- Renewal Premiums
- Replacements
- Replacement Issues Subgroup – NAIC
- Repos
- Repricing
- Reputational Risk
- Required Minimum Premium
- Required Premium
- Reserves
- Reserve Relief
- Resolution
- Resolution Authority
- Resolution Life
- Restructuring Mechanisms Working Group – (E) – NAIC
- Retirement Income Plan
- Retirement Income Strategy
- Retirement Security Working Group – NAIC
- Retrospective
- Reuters
- Reversionary Annuity
- Rhode Island
- RIBO – Registered Insurance Brokers of Ontario
- Richard Blumenthal
- Richard Sabo
- Richard Schweiker
- Richard Scott
- Richard Shelby
- Richard Weber
- Richard Wicka
- Rick Urso
- Rider
- Ring-fencing
- Risks
- Risks – Index
- Risk Classification
- Risk Retention Group Task Force – (E) – NAIC
- Risk-Based Capital (RBC) Investment Risk and Evaluation Working Group – (E) – NAIC
- Robert Beck
- Robert Castiglione
- Robert Fitzpatrick
- Robert Klein
- Robert Mehr
- Robert Nelson
- Robert Rikard
- Robert Wilcox
- Robert (Bob) Willumstad
- Robo Advice
- Robo-Calling
- Roccy DeFrancesco
- Rockefellers
- Roddy Boyd
- Roger Blease
- Roles – AIG – FCIC
- Root Cause
- Roxani Gillespie
- Roy Woodall
- RStreet
- RTC – Resolution Trust Corporation
- Rules Governing the Advertising of Life Insurance – NAIC
- Rumors
- Run
- Runnable
- Runoff
- Run on the Bank
- Run on the Life Insurance Company
- Run – Examples
- Run – Index
- Run – Triggers
- Russia
- R-Ratio / R-Factor
S
- Safety and Soundness
- Sales
- Sales Practices
- Sales Process
- Sales Strategies
- Sales – Index
- Salvatore Curiale
- Sam Gutterman
- Sandy Praeger
- SAP – Statutory Accounting Principles
- Sarah Dahlgren
- Savings and Loans
- Savings and Loans – Government Hearings
- SBLIC – Security Benefit Life Insurance Company
- SBLI – Savings Banks Life Insurance
- Scheduled Premium
- Schiff’s Insurance Observer
- Scholars
- Schwarcz
- Scientology
- Scott Alvarez
- Scott Burns
- Scott Burns – Doug Andrew
- Scott Harrington
- Scott Harrison
- Scott Witt
- Sealed Court Documents
- Sean Covi
- Search
- Searches
- Search For Yield
- Search – Google – Terms
- SECHistorical
- Second Standard Nonforfeiture Law – NAIC
- Secrets
- Secrets – Walker vs. LSW
- Securian
- Securities and Insurance Regulation Task Force – (EX) – NAIC
- Securities Lending
- Securities Lending Was a Problem at AIG
- Securities Lending – AIG
- Securities Lending – Banks
- Securities Lending – Documents
- Securities Lending – FCIC
- Securities Lending – FRB
- Securities Lending – Index
- Securities Regulation
- Securitization
- Securitized Assets
- SEC Filings
- SEC – Regulation Best Interest – Reg BI
- SEC – Securities and Exchange Commission
- SEC – Securities and Exchange Commission – Lawsuits
- SEC – Securities and Exchange Commission – Snippets
- SEC – Security and Exchange Commission – Documents
- SEC – Variable Life – 12%
- Seed – Harvest
- Segregated Funds – Canada
- Select and Ultimate
- Semantics
- Senate – Banking Committee Hearings
- Senate – PSI – Permanent Subcommittee on Investigations
- Senior Issues Task Force – (B) – NAIC
- Sensitivity Analysis
- Sentry Life Insurance Company
- Separate Accounts
- Separate Accounts Working Group – NAIC
- Service
- Servicing
- Settlement Agreements
- Settlement Options
- SFSP – Society of Financial Service Professionals
- SGLI – Servicemembers’ Group Life Insurance
- Shadow
- Shadow Banking
- Shadow Insurance
- Shane Chalke
- Shapiro – Snippets – Walker vs. LSW
- Shauna Ferris
- Shearson
- Sheila Bair
- Sherrod Brown
- Sheryl Moore
- Sheryl Moore – Walker vs. LSW
- Shock
- Shopping
- Side Fund
- Sierra Life Insurance Company
- SIFIs – Systemically Important Financial Institutions
- Signature
- SIGTARP – Special Inspector General for TARP
- Simplified Issue
- Singapore
- Single Premium Life Insurance
- Single Premium Variable Life Insurance
- Single Premium – Company Documents
- Slavery
- SLHC – Savings and Loan Holding Company
- Small Companies
- Smart Act
- Smoking
- Smoothing
- Smoothness
- SNFL – Standard NonForfeiture Law
- Snippets
- Snippets – Index
- SOA – Congress
- SOA – Groups
- SOA – Obituaries
- SOA – Presidents
- SOA – Society of Actuaries
- SOA – Society of Actuaries – Documents
- SOA – Society of Actuaries – Index
- SOA – VASP – Valuation Actuary Symposium Proceedings
- Socialism
- Social Media
- Social Media – Index
- Social Media – WishList
- Sociology
- Sold, Not Bought
- Solomon S. Huebner
- Solutions
- Solvency
- Solvency II
- Solvency Modernization Task Force – (EX) – NAIC
- Soundness
- Sources of Information for Consumers – Walker vs. LSW
- South Africa
- South Carolina
- South Dakota
- Special
- Specialty Policies
- Special Committee on Metropolitan Life – NAIC
- Special Plans
- Special Policies
- Special Verdict Form – Walker vs. LSW
- Specific Policies
- Speed to Market
- Spencer Bachus
- Spencer Koppel
- Spencer L. Kimball
- Spin Life
- Split-Funding
- Stable Value
- Standardized Assumptions
- Stanley Durose
- Stanley Tulin
- Starr International Company
- Starr International Company v. Federal Reserve Bank of New York and American International Group – 12-5022
- Starr International Company v. United States – 11-0779
- Starr International Company v. United States – 15-5103 – Appeals Court
- Starr v. United States – 11-0779 – Document 428 – 573p
- States
- States – Index
- States – Lawsuits
- States – WishList
- State Farm
- State Government – Snippets
- State vs. Federal Regulation
- Statute of Limitations
- Statute of Limitations – Walker vs. LSW
- Stays
- Stephen D’Arcy
- Steve Leimberg
- Steve Young
- Stockbrokers
- Stock Companies
- Stock Company Information Group
- Strategic Rollout
- Strom Thurmond
- Structured Settlements
- Subgroup on Life Advertising – (EX3) – NAIC
- Subgroup on the Unfair Trade Practices Act – NAIC
- Subgroup to Study Advisory Committee Procedures and Protocols – (EX) – NAIC
- Subsidiaries
- Suitability
- Suitability Working Group – NAIC
- Summit Fidelity and Surety Company
- SunAmerica
- Sun Life Assurance of Canada
- Sun Life Group of America
- Sun Life of Canada
- Supplemental Retirement Income
- Supportable
- Supreme Court
- Surety
- Surplus
- Surplus Lines of Insurance
- Surplus Notes
- Surplus Relief
- Surprises
- Surrender
- Surrender Charge
- Surrender Values
- Sutherland
- SVL – Standard Valuation Law
- SVO – Securities Valuation Office – NAIC
- Swaps
- Sweden
- Swissre
- Synthetic Guaranteed Investment Contract – (GIC)
- System
- Systemic Risk
- Systemic Risk Council
- Systemic Risk – Actuarial
- Systemic Risk – Actuarial – International
- Systemic Risk – Government
- Systemic Risk – Index
- Systemic Risk – Life Insurance
- Systemic Risk – Other
- Systemic Risk – Universal Life Insurance
- S&P – Standard and Poor’s
T
- Tabular Cost of Insurance – COI
- Tail Risk
- Target
- Target Market
- Target Premium
- Target Premium – Walker vs. LSW
- TARP – Troubled Asset Relief Program
- TARP – Troubled Asset Relief Program – Government Hearings
- Task Force on Life Insurance Disclosure System – LIDS – NAIC
- tavakolistructuredfinance
- Taxes
- Taxonomy
- Taxonomy – Changes – Term to Permanent
- Tax Codes
- Tax Shelters
- Tax – Index
- Tax-Free Income
- Tax-Free Retirement Concept – Walker vs. LSW
- Technical Advisory Committee on Dynamic Interest and Related Matters – NAIC
- Technology
- TEFRA – DEFRA – TAMRA
- Tenneco
- Tenneco to Conseco
- Tennessee
- Teresa Winer
- Terms of Art
- Term Insurance On Funds
- Term Life Insurance
- Term to 100
- Term Universal Life Insurance
- Term – Index
- Terri Vaughan
- Testimony
- Testimony – NAIC – National Association of Insurance Commissioners
- Texas
- Thao v. Midland National – 09-cv-1158
- TheBlackVault
- The Actuarial Foundation
- The Actuarial Foundation – Emeritus Trustees
- The Actuarial Update
- The Actuary
- The Actuary – Illustrations – Society of Actuaries
- The And Asset
- The Bear Cave Report – Primerica
- The Future of Permanent Life Insurance
- The Geneva Association
- The Hartford
- The Insurance Field
- The Insurance Field – Volume 30
- The Wizard of Lies – [Bernie Madoff] – Diana B. Henriques
- ThinkAdvisor
- Thomas Baxter
- Thomas Foley
- Thomas Sutton
- Thomas Tew
- Thomas Wolff
- Threats and Intimidation
- Three Factor Dividend Formula
- Thrifts
- TILI – Truth In Life Insurance
- Tillinghast
- Times Have Changed
- Time Magazine
- Timing of Disclosures / Information to Consumers
- Tim Geithner
- Tim Ryles
- TINA – Truth in Advertising
- Tipping Point
- TNEC – Temporary National Economic Committee
- ToDo
- Tom Bakos
- Tom Gober
- Tom Hegna
- Tom Leonardi
- Tom Wall
- Tontine
- Tony Higgins
- Tony Spano
- Too Big to Fail
- Tort Reform
- TPA – Third Party Administrator
- Trade Practices
- Trade Secrets
- Traditional Life Insurance
- Transamerica
- Transatlantic Holdings v. American International Group
- Transcripts
- Transcripts – Walker vs. LSW
- Transferring Information – Company to Agent
- Transparency
- Trans World Assurance
- Trends
- Trial – Walker vs. LSW
- Trinidad and Tobago
- Troubled Companies
- Trust
- Truth
- Twisting
U
- UBS
- UILA – Uniform Insurers Liquidation Act
- UK – United Kingdom
- UK – United Kingdom – Parliament
- UL – Universal Life Insurance
- UL – 3 –
- Unallocated Annuity Contracts
- Unauthorized Insurance Committee – NAIC
- Unauthorized Practice of Law
- Unbundled
- Underfunded Life Insurance Policies
- Understanding
- Underwriting
- Unfair Trade Practices
- Unified Valuation System
- Unintended Consequences
- Union Life Insurance Company
- Unisex
- United Nations
- United States v. South-Eastern Underwriters Association
- Unit Linked
- Universal
- Universal and Other New Plans Task Force – (A) – NAIC
- Universal Banks
- Universal Life and Adjustable Life are Different
- Universal Life and Related Plans of Life Insurance and Annuities – NAIC
- Universal Life as Term
- Universal Life Descriptions
- Universal Life Descriptions – Current
- Universal Life Insurance does not “Fit” into the existing regulatory framework.
- Universal Life Insurance – Government Descriptions
- Universal Life Insurance – Index
- Universal Life Insurance – Valuation
- Universal Life is Easy to Understand
- Universal Life is not Permanent
- Universal Life Task Force – (A) – NAIC
- Universal Life with Secondary Guarantees
- Universal Life – Advertisements
- Universal Life – China
- Universal Life – COI – Cost of Insurance
- Universal Life – Commissions
- Universal Life – Federal Government
- Universal Life – First Policy
- Universal Life – International Descriptions
- Universal Life – Marketing
- Universal Life – Market Share
- Universal Life – NAIC Proceedings – Insurance Regulators – Snippets
- Universal Life – Newspapers
- Universal Life – Premium – Consumer Advocate
- Universal Life – Reserves – NAIC
- Universal Life – States
- Universal-Flexible Factor
- University of Chicago
- University of Georgia
- Univoisal Life Insurance
- USALearning.gov
- US News & World Report Magazine
- US – EU
- Utah
- U.S House – Financial Services Committee
- U.S Senate – Banking, Housing, and Urban Affairs Committee
- U.S. Government Bills – Index
- U.S. Government – Index
- U.S. House
- U.S. House – Housing and Insurance Committee
- U.S. House – Oversight and Government Reform Committee
- U.S. Presidents
- U.S. Senate
V
- VALIC – Variable Annuity Life Insurance Company
- Valmark
- Valuation
- Valuation Actuary
- Valuation and Nonforfeiture
- Value
- Values – Walker vs. LSW
- Vanishing Premium
- Vanishing Premium Whole Life
- Vanishing Premium – Lawsuits
- Van Mueller
- Variable Annuities
- Variable Life Insurance Task Force – (A) – NAIC
- VAR – Value at Risk
- Vaughan
- VA – US Department of Veterans Affairs
- Veralytic
- Vermont
- Viatical Settlements
- Vicky Saporta
- Victorian
- Virginia
- Virginia Knauer
- Vivian Zelizer
- VL – Variable Life Insurance
- Vogt v. State Farm
- Volatility
- Volatility – Walker vs. LSW
- Volcker Alliance
- VUL – Variable Universal Life Insurance
W
- Wade Pfau
- Waiver
- Walker vs. LSW – Life Insurance Company of the Southwest
- Walker vs. LSW – Life Insurance Company of the Southwest – Index
- Walker vs. LSW – Life Insurance Company of the Southwest – Index – old
- Walker vs. LSW – Life Insurance Company of the Southwest – Wishlist
- Walker vs. LSW – Snippets
- Walter Bagehot
- Walter Chapin
- Walter Miller
- Warren Buffet
- Wars
- Washington
- Washington Post
- Wash Loan
- Weiss
- Weiss Research
- West Virginia
- WFG – World Financial Group
- WFG – World Financial Group – Lawsuits
- Whistleblowers
- White House
- Whole Life
- Wildcat
- Williams v. National Western Life Insurance
- William Bengen
- William Casteel
- William Snell
- William Tozer
- Win Neuger
- Wisconsin
- WishList
- WishLists – Index
- WishList – SEC – Securities and Exchange Commission
- Withdrawal Rates
- Witness
- WMA – World Marketing Alliance
- Woodbridge
- Woodmen of the World
- Words and Concepts
- Words – Index
- Works
- Works – Index
- WorldBank
- Write-Downs
- WSJ – Wall Street Journal
- WSJ – Wall Street Journal – WishList
- Wyoming
Y
Z
#
- 1035 – IRC – Internal Revenue Code
- 151A – SEC – Securities and Exchange Commission
- 1800s – Index
- 1800s – Newspapers
- 1871-1, NAIC Proceedings
- 1871-2, NAIC Proceedings
- 1873 – Book – Politics and Mysteries of Life Insurance, by Elizur Wright
- 1889-1989 – SOA – Cowman Index to Actuarial Literature – Society of Actuaries
- 1900s – Index
- 1900 – 1949 – Newspapers
- 1900-1940s – Actuarial – Snippets
- 1907-0, NAIC Proceedings
- 1907 – Book – The Story of Life Insurance, by Burton J. Hendrick
- 1910s – Index
- 1912-0, NAIC Proceedings
- 1920s – Index
- 1930s – Index
- 1931-0, NAIC Proceedings
- 1932 – GOV (Senate) – Creation of a System of Federal Home Loan Banks [FHLB] – S.2959 – James E. Watson (R-IN)
- 1932 0323 to 0325 – GOV (Senate) – Operation of the National and Reserve Banking Systems – (Part 1) – Peter Norbeck (R-SD)
- 1932-1934 – GOV (Senate) – Stock Exchange Practices, aka Pecora Commission – Peter Norbeck (R-SD)
- 1933-0, NAIC Proceedings
- 1936 – GOV (House) – Investigation of Real Estate Bondholders’ Reorganizations – Adolph J. Sabath (D-IL)
- 1936 – GOV (House) – Investigation of Real Estate Bondholders’ Reorganizations – Part 19 – Adolph J. Sabath (D-IL)
- 1936 – GOV (House) – Investigation of Real Estate Bondholders’ Reorganizations – Part 20 – Adolph J. Sabath (D-IL)
- 1938-1941 – GOV (Senate) – TNEC – Temporary National Economic Committee – Joseph O’Mahoney (D-WY)
- 1940s – Index
- 1940s – SOA – Society of Actuaries
- 1940-0, NAIC Proceedings
- 1941 – GOV (Senate-Report) – TNEC – Final Report and Recommendations of the Temporary National Economic Committee, Investigation of Concentration of Economic Power – Joseph C. O’Mahoney (D-WY)
- 1942-Supplement, NAIC Proceedings – Reports and Statements on Non-Forfeiture Benefits and Related Matters
- 1950s – Actuarial – Snippets
- 1950s – Index
- 1950s – Newspapers
- 1950s – SOA – Society of Actuaries
- 1951-0, NAIC Proceedings
- 1960s – Actuarial – Snippets
- 1960s – Index
- 1960s – Newspapers
- 1960s – SOA – Society of Actuaries
- 1963 / 1964 – GOV (House) – Investor Protection, Part 2 – Harley Staggers (D-WV)
- 1967 – SOA – New Company Problems, Society of Actuaries – 38p
- 1968 11 – FTC – National Consumer Protection Hearings – Federal Trade Commission
- 1970s – ACLI – American Council of Life Insurers – Snippets
- 1970s – Actuarial – Snippets
- 1970s – Government Hearings – Snippets
- 1970s – Index
- 1970s – NAIC – Insurance Commissioners – Government Hearings
- 1970s – NAIC – Insurance Commissioners – Snippets
- 1970s – Newspapers
- 1970s – SOA – Society of Actuaries
- 1970s – 1980s – LIBG – Life Insurance Buyer’s Guide – Wisconsin
- 1970 – GOV (Senate) – Consumer Protection – Parts 1 and 2 – Frank Moss – (D-UT)
- 1970 – Joint Special Committee of Life Insurance Costs
- 1973 – SEC – Variable Life Insurance and the Petition for the Issuance and Amendment of Exemptive Rules, Securities and Exchange Commission – 205p
- 1973 – 1974 – GOV (Senate) – The Life Insurance Industry – Philip Hart (D-MI)
- 1973 – GOV (Senate) – Consumer Redress – John V. Tunney (R-CA)
- 1973 0220 – GOV (Senate) – The Life Insurance Industry – Part 1 of 4 – Philip Hart (D-MI)
- 1973 0306 – NP – New Finance Giant is Coming to Life – [Variable Life Insurance], by Carlton Smith
- 1973 1101 – NP – Denton Record-Chronicle – City Firms Named In SEC Action
- 1973-1, NAIC Proceedings
- 1973 0221 and 0222 – GOV (Senate) – The Life Insurance Industry – Part 2 of 4 – Philip Hart (D-MI)
- 1973 0223 – GOV (Senate) – The Life Insurance Industry – Part 3 of 4 – Philip Hart (D-MI)
- 1974 0716 – GOV (Senate) – The Life Insurance Industry – Part 4 of 4 – Philip Hart (D-MI)
- 1974 1013 – NP – Denton Record-Chronicle – Man Brings Suit on 17 Defendants
- 1974-1, NAIC Proceedings
- 1974-2, NAIC Proceedings
- 1974 0710 – GOV (Senate) – Pyramid Sales – Frank E. Moss (D-UT)
- 1975 – GOV (Senate) – Veterans Insurance Information Disclosure – Richard Stone (D-FL)
- 1975-1, NAIC Proceedings
- 1975-4, NAIC Proceedings
- 1976-4, NAIC Proceedings
- 1977 – GOV (Senate) – Federal Insurance Act of 1977 – William Proxmire (D-WI)
- 1977 10 – MG – Changing Times – Adjustable Life Insurance – (p17-19)
- 1978 – GOV (House) – Life Insurance Marketing and Cost Disclosure – John Moss (D-CA)
- 1978 – GOV (House) – Life Insurance Marketing and Cost Disclosure – John Moss (D-CA)
- 1978 – GOV (Senate) – Rights and Remedies of Insurance Policyholders – Howard Metzenbaum (D-OH)
- 1978 1112 – NP – The Atlanta Constitution – New ‘Deposit Term’ Insurance Creating Uproar in Industry – [A.L. Williams], by Joe Ledlie
- 1978 12 – GOV (House) – Life Insurance Marketing and Cost Disclosure Report Together with Dissenting Views – John Moss (D-CA)
- 1979 – FTC – Report – Life Insurance Cost Disclosure, Federal Trade Commission – 460p
- 1979 – GOV (Senate) – Oversight of the Federal Trade Commission – Wendell Ford (D-KY)
- 1979 1011 and 1022 – GOV (House) – Small Business Problems with Insurance – Part 1 – John LaFalce (D-NY)
- 1979 1025 – NP – The Indianapolis News – The Great FTC / Insurance Battle, by John Cunniff
- 1979 1213 – NP – The Atlanta Journal – Football Coach Becomes Insurance ‘Maverick’ – Art Williams – p19-20 and 24
- 1979 0524 – GOV (Senate) – Cost Disclosure in Life Insurance – Howard Metzenbaum (D-OH)
- 1979 0710 and 1017 – GOV (Senate) – FTC Study of Life Insurance Cost Disclosure – Howard Cannon (D-NV)
- 1979 0930 – NYT – The Appeal of Life Insurance Fades, But Most Families Still Buy It, By Edwin McDowell
- 1980s – AAA to NAIC
- 1980s – ACLI to NAIC
- 1980s – ACLI – NAIC Proceedings
- 1980s – ACLI – Snippets
- 1980s – Actuarial – Snippets
- 1980s – Index
- 1980s – NAIC – Insurance Commissioners – Snippets
- 1980s – Newspapers
- 1980s – Prudential Insurance Company – Snippets
- 1980s – SOA to ACLI
- 1980s – SOA – Society of Actuaries
- 1980 0320 – GOV (Senate) – Cancer Insurance and the Elderly, Birch Bayh (D-IN)
- 1980 0627 – NP – Toledo Blade – Insurance-Hearing Pressure Detailed – [Howard Metzenbaum] – by Frank Kane
- 1980 0808 – NYT – Filling a Gap at California Life, by Leonard Sloane
- 1980 1116 – NP – Fort Lauderdale News – A.L. Williams Grows Despite Controversy, by Karen Southwick
- 1980-1, NAIC Proceedings
- 1980-2, NAIC Proceedings
- 1980-4, NAIC Proceedings
- 1981 0118 – NP – The Palm Beach Post – Policy Warfare: Term vs. Whole Life, by Leonard Sandler
- 1981 0511 – Ventura County Star / NYT – ‘Universal’ insurance making gains
- 1981 0927 – NP – The Los Angeles Times – Northwestern Mutual Life – AD – Are You Ready to Take the Plunge?
- 1981-1, NAIC Proceedings
- 1981-1, NAIC Proceedings – Task Force on Life Insurance Disclosure System – LIDS – NAIC
- 1981-2, NAIC Proceedings
- 1981-4, NAIC Proceedings
- 1982 – GOV (Senate) – Administration’s Fiscal Year 1983 Budget Proposal, Bob Dole (R-KS)
- 1982 – TEFRA – Tax Equity and Fiscal Responsibility Act of 1982
- 1982 0103 – NP – The News and Observer – N.C. Attorney General Probes Insurance Firm – [A.L. Williams]
- 1982 0104 – NP – The Charlotte News – N.C. checks insurance firm after ‘pyramid’ questions – [A.L. Williams]
- 1982 0612 – NP – Omaha World-Herald – Plan Uses Life Insurance Loans – Called ‘Idle Assets’
- 1982 0713 – NP – Chicago Tribune – Universal Life Insurance Trapped Between IRS, Congress
- 1982 0715 – GOV (Senate) – Fair Insurance Practices Act – Bob Packwood (R-OR)
- 1982-1, NAIC Proceedings
- 1982-2, NAIC Proceedings
- 1983 – CR -Congressional Record
- 1983-1, NAIC Proceedings
- 1983-2, NAIC Proceedings
- 1983-4, NAIC Proceedings
- 1983 0311 – GOV (Senate) – Taxation of Financial Services Industry – Bob Dole (R-KS)
- 1983 0510, 0511 and 0728 – GOV (House) – Tax Treatment of Life Insurance – Pete Stark (D-CA)
- 1984 – DEFRA – Deficit Reduction Act of 1984
- 1984 05 – MG – Changing Times – Adjustable Life Insurance – Bankers Life
- 1984-1, NAIC Proceedings
- 1984-2, NAIC Proceedings
- 1985 – FTC – Report – Life Insurance Products and Consumer Information
- 1985 0719 – GOV (House) – Comprehensive Tax Reform – Pete Stark (D-CA)
- 1985-1B, NAIC Proceedings
- 1985-1, NAIC Proceedings
- 1986 – ArtWilliamsBest – Fake News – [A.L. Williams] – [VIDEO-YouTube-20:11]
- 1986-1, NAIC Proceedings
- 1986-2, NAIC Proceedings
- 1987 – GOV (House) – Developments In State Insurance Regulation – James Florio (D-NJ)
- 1987-1, NAIC Proceedings
- 1987-2, NAIC Proceedings
- 1988 0726 – GOV (Senate) – Financial Planners and Investment Advisers – Chris Dodd (D-CT)
- 1988-1. NAIC Proceedings
- 1988-2, NAIC Proceedings
- 1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance – Max Baucus (D-MT)
- 1988 0914 and 0915 – GOV (House) – Insurance Company Failures – John Dingell (D-MI)
- 1989 0501 – National Press Club – Where Was the Press During the S&L Crisis? – CSPAN
- 1989 0526 – NP – The Atlanta Constitution – Tennessee Assails A.L. Williams Marketing Practices
- 1989 0901 – NP – The Atlanta Constitution – Calif. Won’t Punish A.L. Williams Unit, by Peter Mantius
- 1989 10 – MG – Changing Times – Adjustable Life Insurance – Principal Life
- 1989-1, NAIC Proceedings
- 1989-2, NAIC Proceedings
- 1989 1019 – GOV (House) – Life Insurance Company Taxation – Charles Rangel (D-NY)
- 1990s
- 1990s – ACLI – American Council of Life Insurers – Snippets
- 1990s – Actuarial – Snippets
- 1990s – Agent – Snippets
- 1990s – Crisis
- 1990s – Government Hearings – Snippets
- 1990s – Index
- 1990s – NAIC – Insurance Commissioners – Government Hearings
- 1990s – NAIC – Insurance Commissioners – Snippets
- 1990s – Newspapers
- 1990s – NP – Illustrations
- 1990s – Prudential Insurance Company – Snippets
- 1990s – Snippets – Consumers
- 1990s – SOA – Society of Actuaries
- 1990 0930 – NYT – Stubbing a Toe on Primerica, By Diana B. Henriques
- 1990 1111 – NP – Asbury Park Press – The A.L. Williams Insurance Crusade, by Ames Alexander
- 1990 1111 – NP – Asbury Park Press – This Isn’t Just Insurance: When A.L. Williams Pitches, Agents Listen, by Ames Alexander
- 1990 1111 – NP – Asbury Park Press – Working for A.L. Williams: Like Cult or just job?, by Ames Alexander
- 1990 1111 – NP – Asbury Park Press – States Cry Foul: A.L. Williams Has Had Several Run-ins with State Insurance Regulators Across the Country, by Ames Alexander
- 1990 1210 – GOV (Senate) – Insurance Company Solvency – Howard Metzenbaum (D-OH)
- 1990-1A, NAIC Proceedings – NAIC / LIMRA – Universal Life Disclosure Form Focus Group Summary – 10p
- 1990-1B, NAIC Proceedings
- 1990-1, NAIC Proceedings
- 1991 – GOV (House) – Insurance Company Solvency – Cardiss Collins (D-IL)
- 1991 0509 – GOV (House) – Insurance Company Solvency – Tom Sutton – ACLI – Pacific Life
- 1991 0511 – NP -The Los Angeles Times – Insurance Firm Operations Cut by Garamendi, by Daniel M. Weintraub and Kathy M. Kristof
- 1991 0522 – GOV (House) – Certain Issues Related to the Conservatorship of the Executive Life Insurance Company, Charles Rangel (D-NY)
- 1991 0716 – NP – The Index-Journal – Customers Try To Cash In After Insurance Takeover – [Mutual Benefit Life Insurance Co.]
- 1991 0717 and 0724 – GOV (House) – Life Insurance Solvency Issues – Cardiss Collins (D-IL)
- 1991 0729 – GOV (House) – Regulation of Insurance Companies and the Role of The National Association of Insurance Commissioners – NAIC – Ben Erdreich (D-AL)
- 1991-1A, NAIC Proceedings
- 1991-1992 – GOV (Senate) – Efforts To Combat Fraud And Abuse In The Insurance Industry – Sam Nunn (D-AL)
- 1991-1992 – SOA – Final Report of the Task Force for Research on Life Insurance Sales Illustrations – Society of Actuaries – 142p
- 1991 – SOA – Illustrations, Society of Actuaries – 20p
- 1991 0227, 0507, 0509, 0523 – GOV (House) – Insurance Company Solvency – Cardiss Collins (D-IL)
- 1992 – SOA – Life Insurance Sales Illustrations – Society of Actuaries – 16p
- 1992 0505 – GOV (Senate) – Insurance Guaranty Funds and the Involuntary Transfer of Insurance Policies – Howard Metzenbaum (D-OH)
- 1992 0623 – GOV (Senate) – Consumer Disclosure of Insurance – Howard Metzenbaum (D-OH)
- 1992 0624 – NP – Leader-Telegram – Life Insurance Horror Stories Told at Hearing
- 1992 0921 – NP – Philadelphia Daily News – What’s Your Policy Worth?, by Randolph Smith
- 1992-2B, NAIC Proceedings
- 1993 – SOA – Sales Illustration – We Can’t Live With Them, But We Can’t Live Without Them!, Society of Actuaries — 28p
- 1993 0124 – NP – Sun The Kansas City Star – Tips on Mutual Benefit Policies
- 1993 0525 – GOV (Senate) – When Will Policyholders Be Given The Truth About Life Insurance? – Howard Metzenbaum (D-OH)
- 1993 1115 – NYT – Insurance; Confusion Over Policies Leads to Talk of Change, by Leonard Sloane
- 1993-1B, NAIC Proceedings
- 1993-1, NAIC Proceedings
- 1993-2, NAIC Proceedings
- 1994 – SOA – Problems and Solutions for Product Illustrations, Society of Actuaries – 28p
- 1994 0106 – WSJ – Met Life Got Caught; Others Sent Same Letter, by Greg Steinmetz
- 1994 0308 – NYT – Regulators Seek Limits on Insurer Sales Pitches, by Michael Quint
- 1994 0528 and 0929 – GOV (House) – Deceptive Practices in the Sale of Life Insurance – Cardiss Collins (D-IL)
- 1994 06 – MG – Kiplinger’s – Buying Life Insurance: What the Numbers Don’t Show – Future cash values may not be as big as they seem – (p49-52), by Kristin Davis
- 1994 0727 – MG – Kiplinger’s – Looks Can Be Deceiving: What The Numbers Don’t Show About Life Insurance, by Kristin Davis
- 1994 10 – GOV (House-Report) – Wishful Thinking: A World View of Insurance Solvency Regulation – John Dingell (D-MI) – 137p
- 1994-1, NAIC Proceedings
- 1994-2, NAIC Proceedings
- 1994-3, NAIC Proceedings
- 1994-4, NAIC Proceedings
- 1994 0313 – NP – The Washington Post – Do Life Insurers Foul the Sales Pitch?, By Albert B. Crenshaw
- 1994 04 – CBO – The Economic Impact of a Solvency Crisis in the Insurance Industry – 80p
- 1994 0629 – NYT – Met Life Is Said to Be Facing U.S. Investigation for Fraud, by Michael Quint
- 1995 1120 – NP – The Tampa Tribune – MetLife Case Became Too Much for Whistleblower – [Kirby Grayson], by Cheryl Jackson
- 1995-1, NAIC Proceedings
- 1995-4, NAIC Proceedings
- 1995 – GAO – Insurance Regulation: Observations on the Receivership of Monarch Life Insurance Company – 22p
- 1996-1, NAIC Proceedings
- 1996-2, NAIC Proceedings
- 1996-3v2, NAIC Proceedings
- 1996-3, NAIC Proceedings
- 1996 – Report of The Multi-state Life Insurance Task Force and Multi-State Market Conduct Examination of The Prudential Insurance Company of America
- 1996 – Report of The Multi-State Life Insurance Task Force and Multi-State Market Conduct Examination of The Prudential Insurance Company of America – 270p
- 1997 1030 – GOV (Senate) – Class Action Lawsuits: Examining Victim Compensation and Attorneys’ Fees – Charles Grassley (R-IA)
- 1999 – SOA – The Next Generation Universal Life – Society of Actuaries – 30p
- 1999 0428 and 0505 – GOV (House) – The Financial Services Act of 1999 – Michael G. Oxley (R-OH)
- 1999 0914 – GOV (House-Report) – Interstate Class Action Jurisdiction Act of 1999 – 47p
- 1999 0625 – GOV (House) – Risky Business in the Operating Subsidiary: How the OCC Dropped the Ball – Fred Upton (R-MI)
- 2000s – SOA – Society of Actuaries
- 2000s – ACLI – American Council of Life Insurers – Snippets
- 2000s – Actuarial – Snippets
- 2000s – Agents – Snippets
- 2000s – Index
- 2000s – NAIC – Insurance Commissioners – Snippets
- 2000s – Newspapers
- 2000-1, NAIC Proceedings
- 2001 – LC – Solarchick v. Metropolitan Life
- 2002 0731 – GOV (Senate) – Class Action Litigation – Patrick Leahy (D-VT)
- 2002 – SOA – Dropping Like a Rock: Dealing with Falling Interest Rates and Equity Markets Outside the United States and Canada -Society of Actuaries – 27p
- 2003 0515 – GOV (House) – Retirement Security: What Seniors Need to Know About Protecting Their Futures – Richard H. Baker (R-LA)
- 2003 0930 – AIG – 10Q
- 2003 0506 – GOV (House) – Increasing the Effectiveness of State Consumer Protection – Sue W. Kelly (R-NY)
- 2004 – LR – PSLRA, SLUSA, and Defrauded Retirement Investors: Overlooked Side Effects of a Potent Legislative Medicine, by Michael J. Borden
- 2004 0908 – NP – Tyrone Daily Herald – Life Insurance Awareness Month, by Ryan Yarnell, The Prudential Insurance Company
- 2004 0922 – GOV (Senate) – Examination and Oversight of the Condition and Regulation of the Insurance Industry – Richard Shelby (R-AL)
- 2004 1116 – GOV (Senate) – Oversight Hearing on Insurance Brokerage Practices, including Potential Conflicts of Interest and the Adequacy of the Current Regulatory Framework – Peter Fitzgerald (R-IL)
- 2004 0909 – GOV (House) – G.I. Finances: Protecting Those Who Protect Us – Richard Baker (R-LA)
- 2005 1117 – GOV (Senate) – A Review of the GAO Report on the Sale of Financial Products to Military Personnel – Richard Shelby (R-AL)
- 2007 0329 – Report – NAIC to Congress – Life Insurance Sales to Members of the Armed Forces Report to Congress – 50p
- 2007 1030 – GOV (House) – Additional Perspectives on the Need for Insurance Regulatory Reform – Paul Kanjorski (D-PA)
- 2007 1111 – NP – Austin American-Statesman – Don’t just buy into insurance book’s claims – [Doug Andrew], by Scott Burns
- 2007-1, NAIC Proceedings
- 2007 0611 – OTS – Office of Thrift Supervison Holding Company Report Of Examination of AIG – 52p
- 2008 Financial Crisis
- 2008 Financial Crisis – Academics
- 2008 Financial Crisis – ACLI – American Council of Life Insurers
- 2008 Financial Crisis – AIG
- 2008 Financial Crisis – AIG – SEC
- 2008 Financial Crisis – Books
- 2008 Financial Crisis – Causes
- 2008 Financial Crisis – Contagion
- 2008 Financial Crisis – Eric Dinallo
- 2008 Financial Crisis – Failure to Communicate / Make Connections
- 2008 Financial Crisis – Federal Reserve
- 2008 Financial Crisis – Goldman Sachs
- 2008 Financial Crisis – Index
- 2008 Financial Crisis – Insurance Regulators
- 2008 Financial Crisis – International
- 2008 Financial Crisis – Investigations
- 2008 Financial Crisis – Media
- 2008 Financial Crisis – Monolines
- 2008 Financial Crisis – Papers
- 2008 Financial Crisis – Senate – PSI – Permanent Subcommittee on Investigations – Levin – Coburn
- 2008 Financial Crisis – Systemic Risk
- 2008 Financial Crisis – TDI – Texas Department of Insurance
- 2008 Financial Crisis – Treasury – DOTT
- 2008 Financial Crisis – WishList
- 2008 0214 – GOV (House) – The State of the Bond Insurance Industry – Paul Kanjorski (D-PA)
- 2008 0413 – Dateline – Tricks of the trade – A Dateline hidden camera investigation to see what insurance agents say — and – what they don’t — when they think they are alone with a senior
- 2008 0627 – MG – Bloomberg – AIG to Absorb $5 Billion Loss on Securities Lending: Insurance Units Wrote Down $13B Tied To Mortgages, by Miles Weiss
- 2008 0630 – AIG – 10Q
- 2008 0710 – GOV (House) – Systemic Risk and the Financial Markets – Barney Frank (D-MA)
- 2008 0912 – FCIC – Alejandro LaTorre Email to Geithner et al re Update on AIG
- 2008 0916 – AIG Board of Directors Minutes – 24p
- 2008 1007 – GOV (House) – The Causes and Effects of the AIG Bailout – Henry Waxman (D-CA)
- 2008 1231 – AIG – 10K
- 2008-09-12_Federal_Reserve_Bank_AIG_Meeting_Notes
- 2008 0407 – (DoD) – Commercial Solicitation of Military Personnel on DoD Installations – Inspector General Report (Department of Defense) – Report No. D-2008-075 April 7, 2008 – 47p
- 2008 0610 – GOV (House) – H.R. 5840, The Insurance Information Act of 2008 – Paul Kanjorski (D-PA)
- 2008 10 – CCIR – An Approach to Risk-Based Market Conduct Regulation – Final Report – 11p
- 2009 0305 – GOV (House) – Perspectives on Systemic Risk – Paul Kanjorski (D-PA)
- 2009 0318 – GOV (House) – American International Group’s Impact on the Global Economy – Paul Kanjorski (D-PA)
- 2009 0402 – GOV (House) – The Collapse and Federal Rescue of AIG, and What it Means for the U.S., Hank Greenberg – AIG – Edolphus Towns (D-NY)
- 2009 0506 – GOV (Senate) – Regulation and Resolving Institutions Considered “Too Big to Fail” – Chris Dodd (D-CT)
- 2009 0514 – GOV (House) – How Should the Federal Government Oversee Insurance? – Paul Kanjorski (D-PA)
- 2009 0615 – CNN – Commentary: “Why Your Taxes Could Double,” by David M. Walker
- 2009 0616 – GOV (House) – Systemic Risk and Insurance – Paul Kanjorski (D-PA)
- 2009 0923 – GOV (House) – Federal Regulator Perspectives on Financial Regulatory Reform Proposals – Barney Frank (D-MA)
- 2009 1027 – MG – Bloomberg – New York Fed’s Secret Choice to Pay for Swaps Hits Taxpayers, by Richard Teitelbaum and Hugh Son
- 2009 1117 – FCIC – Hearing – Financial Crisis Inquiry Commission – Timothy Geithner – Closed Session
- 2009 1210 – COP – Hearing – Treasury Secretary Timothy Geithner
- 2009 1231 – Missouri – Examination Report of AGC Life Insurance Company – AIG
- 2009 0305 – GOV (Senate) – American International Group: Examining What Went Wrong, Government Intervention, And Implications for Future Regulation – Chris Dodd (D-CT)
- 2009 0317 – GOV (Senate) – Perspectives on Modernizing Insurance Regulation – Chris Dodd (D-CT)
- 2009 0716 – GOV (House) – Bank of America and Merrill Lynch: How Did a Private Deal Turn Into a Federal Bailout? Part III – Edolphus Towns (D-NY)
- 2009 1119 – GOV (JEC) – Financial Regulatory Reform – Protecting Taxpayers and the Economy – Carolyn Maloney (D-NY)
- 2010s – ACLI – American Council of Life Insurers – Snippets
- 2010s – Actuarial – Snippets
- 2010s – Index
- 2010s – NAIC – Insurance Commissioners – Snippets
- 2010s – Newspapers
- 2010s – SOA – Society of Actuaries
- 2010 Conference on Financial Regulations Bill – CSPAN
- 2010 – Book – Griftopia, by Matt Taibbi
- 2010 – LC – Sun Life Assurance Company of Canada v. Metropolitan Life Insurance Company
- 2010 – LC – Sun Life Assurance Company of Canada v. Metropolitan Life Insurance Company – Judgement – Ontario – Superior Court – 8p
- 2010 0127 – GOV (House) – The Federal Bailout AIG – Edolphus Towns (D-NY)
- 2010 0318 – GOV (House) – Insurance Holding Company Supervision – Paul Kanjorski (D-PA)
- 2010 0430 – FCIC – Interview – James M. Mahoney – FRB-NY – 6p
- 2010 0610 – COP – Report – The AIG Rescue, Its Impact on Markets, and the Government’s Exit Strategy, June Oversight Report, Congressional Oversight Panel – Documents
- 2010 0610 – COP – Report – The AIG Rescue, Its Impact on Markets, and the Government’s Exit Strategy, June Oversight Report, Congressional Oversight Panel – Snippets
- 2010 0910 – WSJ – ‘Systemic Risk’ Stonewall: Some bailout questions the Fed still hasn’t answered
- 2010 0526 – COP – Hearing – TARP and Other Government Assistance for AIG – Elizabeth Warren
- 2010 0701 – FCIC – 2008 Financial Crisis and Derivatives, Day 2, Regulators Panel
- 2011 – LC – Eddie Cressy v. OM Financial Life Insurance Company – Doug Andrew – 11-05871
- 2011 0712 – GOV (Senate) – Enhanced Investor Protection After The Financial Crisis – Tim Johnson (D-SD)
- 2011 1107 – DOC 748-2 – Deposition of Donna Morgan – Walker vs. LSW – 46p
- 2011-2014 – LC – Cressy v. Doug Andrew – OM Financial Life Insurance Company – Fidelity & Guaranty Life
- 2011 0301 – DOL – 1210-AB32 – ACLI – Testimony – Hearing on Definition of Fiduciary – Investment Advice – 9p
- 2011 0914 – GOV (Senate) – Emerging Issues in Insurance Regulation – Jack Reed (D-RI)
- 2011 1016 – Regulations.gov – FIO / DOT – Public Input on the Report to Congress on How To Modernize and Improve the System of Insurance Regulation in the United States
- 2011 1116 – GOV (House) – Insurance Oversight and Legislative Proposals – Judy Biggert (R-IL)
- 2012 – Book – Law and Economics of Insurance, Edited by Daniel Schwarcz
- 2012 0910 – DOC 245 – Declaration of Dr. Patrick Brocket – Walker vs. LSW – 73p
- 2012 1011 – ThinkAdvisor – What’s a L.I.R.P.?, By David C. McKnight
- 2012 – SEC – In the Matter of Massachusetts Mutual Life Insurance Company – 10p
- 2012 0516 – GOV (House) – The Impact of the Dodd-Frank Act: What it Means to be a Systemically Important Financial Institution – Shelley Moore Capito (R-WV)
- 2013 – NAIC – State of the Life Insurance Industry: Implications of Industry Trends – 220p
- 2013 0704 – LC – Eddie Cressy v. FG Life, OM Financial, Doug Andrew, Paramount – Complaint for Damages and Equitable Relief – 11-05871 – 39p
- 2013 0905 – LC – Johnston & Johnston v. Conseco – 5th Circuit Court of Appeals – 13-30010 – Oral Argument – mp3
- 2013 12 – FIO – How To Modernize And Improve The System Of Insurance Regulation In The United States, Federal Insurance Office – 71p
- 2013 1211 – DOC 735-2 – Deposition of Michael Tivilini – Walker vs. LSW – 215p
- 2014 – IAIS – Basic Capital Requirements for Global Systemically Important Insurers
- 2014 – IAIS – Risk-based Global Insurance Capital Standard
- 2014 – LR – Regulating Systemic Risk in Insurance, by Daniel Schwarz
- 2014 – SOA – Modeling of Policyholder Behavior for Life Insurance and Annuity Products: A Survey and Literature Review, Society of Actuaries – 92p
- 2014 0204 – GOV (House) – The Federal Insurance Office’s Report on Modernizing Insurance Regulation, Randy Neugebauer (R-TX)
- 2014 0415 – DOC 808 – Trial Transcript – Day 5 – Walker vs. LSW – 229p
- 2014 0416 – DOC 809 – Trial Transcript – Day 6 – Walker vs. LSW – 236p
- 2014 0423 – DOC 812 – Trial Transcript – Day 10 – Walker vs. LSW – 194p
- 2014 0424 – Document 820 – Trial Transcript – Day 11 – Walker vs. LSW – 279p
- 2014 0425 – DOC 813 – Trial Transcript – Day 12 – Walker vs. LSW – 224p
- 2014 0520 – GOV (House) – Legislative Proposals to Reform Domestic Insurance Policy – Randy Neugebauer (R-TX)
- 2014 0605 – LC – Eddie Cressy v. Fidelity & Guaranty Life Insurance Company, Paramount Financial Services and Doug Andrew – BC514340
- 2014 09 – FSCO / FSRA – Report – Life Insurance Product Suitability Report – 52p
- 2014 12 – re: FSOC SIFI Designation of MetLife, Woodall / Hamm – Views of the Council’s Independent Member Having Insurance Expertise – 13p
- 2014 0311 – GOV (Senate) – Finding the Right Capital Regulations for Insurers – Sherrod Brown (D-OH)
- 2014 1218 – FSOC – MetLife – Basis for the Financial Stability Oversight Council’s Final Determination Regarding Metlife, Inc – 31p
- 2015 – Book – The Insurance Forum – Chapter 5 – The A.L. Williams Replacement Empire, by Joseph Belth – 15p
- 2015 – LC – Charles Oliver v. Burgess (CFLID – Center for Life Insurance Disputes)
- 2015 0415 – DOC 791 – Order Regarding Post-Jury Trial UCL Proceedings – Walker vs. LSW – 75p
- 2015 0929 – GOV (House) – The Impact of Domestic Regulatory Standards on the U.S. Insurance Market – Blaine Luetkemeyer (R-MO)
- 2015 0325 – GOV (Senate) – FSOC Accountability Nonbank Designations – Richard Shelby (R-AL)
- 2015 0428 – GOV (Senate) – The State of the Insurance Industry and Insurance Regulation – Richard Shelby (R-AL)
- 2015 0429 – GOV (House) – The Impact of International Regulatory Standards, Blaine Luetkemeyer (R-IA)
- 2015 0430 – GOV (Senate) – Examining Insurance Capital Rules and FSOC Process, Mike Crapo (R-ID)
- 2015 1208 – GOV (House) – Oversight of the Financial Stability Oversight Council (FSOC) – Jeb Hensarling (R-TX)
- 2016 – CLHIA – Insurance Distribution in Canada: Promoting a Customer-Focused System – 14p
- 2016 – IAIS – Risk-based Global Insurance Capital Standard Version 1.0
- 2016 1207 – Forum 400 – Battle for the Soul of the US Life Industry – [Joseph Belth] – VIDEO
- 2017 – LC – Chamber of Commerce v. U.S. Department of Labor (DOL) – 17-10238
- 2017 0328 – GOV (House) – The Arbitrary and Inconsistent Non-Bank SIFI Designation Process – Ann Wagner (R-MO)
- 2017 0713 – GOV (House) – Impact of the DOL Fiduciary Rule on the Capital Markets – Bill Huizenga (R-MI)
- 2017 0803 – GOV (Senate) – Insurance Fraud in America: Current Issues Facing Industry and Consumers – Jerry Moran (R-KS)
- 2017 1024 – GOV (House) – The Federal Government’s Role in the Insurance Industry – Sean Duffy (R-WI)
- 2017 1106 – LIBGWG – Life Insurance Buyer’s Guide Working Group – (A) – NAIC
- 2017 1112 – Economic Warrior / Barry James Dyke – Robert Castiglione, Founder of The Leap System – [VIDEO-YouTube-41:52]
- 2018 – IAIS – Risk-based Global Insurance Capital Standard Version 2.0
- 2018 – VIDEO – The Power of Zero: The Tax Train is Coming – David McKnight
- 2018 0122 – Van Mueller | State Farm Agent Training Feb 2017 (Complete) – [VIDEO-YouTube-04:04:06]
- 2018 0905 – LC – Fehr v. Sun Life Assurance Company of Canada – Decision – Ontario – Court of Appeal – 73p
- 2018 1120 – Yale – YPFS – Lessons Learned Oral History Project Interview – Thomas Baxter – 19p
- 2018-3, NAIC Proceedings
- 2018 – Book – Statutory Valuation of Individual Life and Annuity Contracts, by Donna Claire
- 2018 07 – CCIR – Comments – Fair Treatment of Customers Working Group – Canada
- 2019 – LC – Mosten Investment v. Manufacturers Life – Queen’s Bench for Saskatchewan
- 2019 – LIAC – Life Insurance Committee – (A) – NAIC – Proceedings
- 2019 0312 – IULSG – Indexed Universal Life Illustrations Subgroup – (A) – NAIC
- 2019 0528 – IULSG – Indexed Universal Life Illustrations Subgroup – (A) – NAIC
- 2019 0614 – IAIS – Compiled Comments on Holistic Framework for Systemic Risk in the Insurance Sector – 264p
- 2019 0917 – LIIIWG – Life Insurance Illustrations Issues Working Group – (A) – NAIC
- 2020s – ACLI – American Council of Life Insurers – Snippets
- 2020s – Index
- 2020s – NAIC – Insurance Commissioners – Snippets
- 2020s – Newspapers
- 2020s – SOA – Society of Actuaries
- 2020 – IAIS – Development of Liquidity Metrics – Phase I – Exposure Approach
- 2020 – SOA – Systemic Risk in China’s Insurance Industry – Society of Actuaries – 55p
- 2020 0129 – SEC – In the Matter of Paramount Financial Services, dba Live Abundant – [Doug Andrew] – [Woodbridge] – Release No. 88070 – Administrative Proceeding – File No. 3-19680
- 2020 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know – [VIDEO-YouTube-18:52]
- 2020 0923 – Forbes – Sounding The Alarm On Indexed Universal Life Insurance [IUL], by Ed Leefeldt
- 2021 – IAIS – Application Paper on Resolution Powers and Planning
- 2021 – IAIS – Consultation – Insurer Culture
- 2021 – LC – Mosten Investments v. Manufacturers Life – Court of Appeal
- 2021 0225 – Yale – YPFS Lessons Learned Oral History Project: An Interview with Eric Dinallo – 19p
- 2021 0422 – Coffeezilla – Confronting Patrick Bet-David LIVE – PBD – (PHP – People Helping People)
- 2021 07 – CISRO – Comments – Principles of Conduct for Intermediaries Working Group – Stakeholder Submissions – 68p
- 2021 1119 – LIIIWG – Life Insurance Illustrations Issues Working Group – (A) – NAIC – LIAC Requested Chair Report – Richard Wicka – 5p
- 2021 0602 – Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? – [VIDEO-YouTube-13:09]
- 2021 0728 – FSRA – Report – Insurer-MGA Relationship Review Report – 25p
- 2022 – FSRA – Principles of Conduct for Insurance Intermediaries
- 2022 – FSRA – [2022-006] – Comments – Principles-Based Regulation
- 2022 – House of Commons – Treasury Committee – Future of financial services regulation, First Report of Session 2022–23 – 68p
- 2022 – IAIS – Development of Liquidity Metrics: Phase 2
- 2022 – IAIS – Insurance Sector Operational Resilience
- 2022 – IAIS – Public consultation on draft criteria that will be used to assess whether the Aggregation Method provides comparable outcomes to the Insurance Capital Standard
- 2022 – LLQP – Life Licence Qualification Program (LLQP) Exam Preparation Manual
- 2022 – The Homeboys – LIFE INSURANCE & RETIREMENT PLANNING WITH CURTIS RAY | 🏠 Homeboys Podcast #45 – [VIDEO-YouTube-52:22]
- 2022 0221 – House of Commons – Treasury Committee – Future of Financial Services
- 2022 0222 – Sandy Schussel – Financial Advisors & Insurance Agents Coaching: MDRT Top of the Table producer Van Mueller – [VIDEO-YouTube-01:09:17]
- 2022 0310 – FTC – Consultation – Deceptive or Unfair Earnings Claims – FTC-2022-0020
- 2022 0510 – Letter – IMG to FTC – Integrity Marketing Group – Deceptive or Unfair Earnings Claims – [2022-0020-1575]
- 2022 0603 – Retirement Income Journal – NAIC Reassures Congress on Private Equity-Led Insurers, By Kerry Pechter
- 2022 0610 – IPAC Report – Potential Impact of the International Association of Insurance Supervisors’ Insurance Capital Standard on the Life Insurance Industry, Policyholders and Markets in the United States – 68p
- 2022 0908 – GOV (Senate) – Current Issues in Insurance – Sherrod Brown (D-OH)
- 2023 – IAIS – Draft – Issues Paper on roles and functioning of Policyholder Protection Schemes (PPSs)
- 2023 – VIDEO – Documentary – Madoff: The Monster of Wall Street
- 2023 0120 – Always Marco – My Plan To Take Down MLM’s – [VIDEO-YouTube-02:36:26]
- 2023 0224 – LIAC – Life Insurance Committee – (A) – NAIC
- 2023 0317 – FTC – Consultation – Trade Regulation Rule on Unfair or Deceptive Fees – FTC-2023-0064
- 2023 0322 – Always Marco – I FINALLY Found WFG’s Earnings Disclosure
- 2023 0415 – Always Marco – WFG Is In Trouble
- 2023 0428 – Always Marco – Debating A Member Of PHP – People Helping People
- 2023 0607 – Always Marco – Meet Terry Johal – WFG
- 2023 0608 – BetterWealth – How To Supercharge Your Retirement with Annuities & Life Insurance | Tom Hegna and Caleb Guilliams – YouTube
- 2023 0621 – Always Marco – Debating A Member of WFG – [VIDEO-YouTube-02:31:04]
- 2023 0705 – BetterWealth – Expert Reviews Whole Life Insurance, IUL’s, and Annuities – [Bobby Samuelson] – [VIDEO-YouTube-01:14:13]
- 2023 0720 – LC – Statement of Claim – Injunction – Primerica – Primerica vs. Marco Moukhaiber – [Always Marco] – 12p
- 2023 0815 – Diberli – Pinnacle Elite Overview by Eric Olson of World Financial Group – WFG
- 2023 1006 – Family First Life Lawsuit Witnesses – PHP Agency Recruiter Interviewing Job Applicant – Scamming New Agents!
- 2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries – 7p
- 2023 1101 – Always Marco – The Scariest Anti-MLM Stream Ever – [VIDEO-YouTube-02:49:37]
- 2023 1119 – Always Marco – My 2 Biggest Haters Have Finally Cracked
- 2023 1121 – FSRA – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability
- 2023 1124 – The And Asset – The Dark Side of MLM Life Insurance Companies Revealed! PHP, WFG, & More! – [Dominic Rufran] – [VIDEO-youTube-16:43]
- 2023 1124 – LIFE180 / Chris Kirkpatrick – Indexed Universal Life (IUL) 101 Reaction – [FFL] – [VIDEO-YouTube-44:41]
- 2023 1126 – BetterWealth – The Last Video You’ll Ever Need On Infinite Banking | with @Mr_brrrr – [VIDEO-YouTube-01:00:44]
- 2023 1128 – LIFE180 – The Shocking Truth About Indexed Universal Life Insurance Revealed
- 2023 1129 – LIFE180 / Chris Kirkpatrick – Curtis Ray | MPI vs Whole Life| REACTION – [Garrett Gunderson]
- 2023 – LC – Eric Olson v. World Financial Group Insurance – WFG
- 2023 0203 – Always Marco – He Flopped On Our Debate So I’m Doing THIS Instead – [re: Mckensy Long – WFG – World Financial Group]
- 2023 0421 – Family First Life – IUL 101 – [Bridget Reimer – FFL – AMS – SRS – FFLAMS.com]
- 2023 0720 – LC – Notice of Application – Interm Injunction – Primerica – Primerica vs. Marco Moukhaiber – [Always Marco] – 9p
- 2023 0828 – The Power of Zero – David McKnight – The Truth About Doug Andrew and His Retirement Philosophy – [VIDEO-YouTube-10:21]
- 2023 0919 – LC – Statement of Defence – Marco Moukhaiber – [Always Marco] – Primerica vs. Marco Moukhaiber – [Always Marco] – 3p
- 2023 10 – FSRA – Report – Market Conduct: Life and Health Insurance Agents – Life Agent Thematic Examinations: Tiered Recruitment Model MGAs – 43p
- 2023 10 – FSRA – Report – Observed Practices in the Distribution and Sale of Universal Life Insurance – 15p
- 2023 1004 – LIFE180 – Indexed Universal Life Insurance Will Get Crushed Over The Next Decade – [VIDEO-YouTube-41:54]
- 2023 1121 – FSRA – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability – Comments
- 2023 1129 – LC – Affidavit – Douglas M. Brooks – For Defendant – Primerica vs. Marco Moukhaiber – [Always Marco] – 39p
- 2023 1129 – LC – Affidavit – Marco Moukhaiber – [Always Marco] – Primerica vs. Marco Moukhaiber – [Always Marco] – 118p
- 2023 1129 – LC – Affidavit – Marco Moukhaiber – [Always Marco] – Primerica vs. Marco Moukhaiber – [Always Marco] – 118p – MarkUp
- 2023 1129 – LC – Affidavit – Robert L. Fitzpatrick – For Defendant – Primerica vs. Marco Moukhaiber – [Always Marco] – 79p
- 2023 1129 – LC – Affidavit – William W. Keep – Primerica vs. Marco Moukhaiber – [Always Marco] – 173p
- 2024 0102 – Letter – ACLI to GOV-DOL / EBSA – 40p
- 2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability
- 2024 0215 – GOV (House) – Protecting American Savers and Retirees from DOL’s Regulatory Overreach, Bob Good (R-VA)
- 2024 0215 – Testimony – PIABA – Joseph C. Peiffer – 30p
- 2024 0301 – LC – Affidavit – Kelly Marier – Primerica – Primerica vs. Marco Moukhaiber – [Always Marco] – 226p
- 2024 0301 – LC – Brief – Primerica – Primerica vs. Marco Moukhaiber – [Always Marco] – 58p
- 2024 0503 – LC – Affidavit – Marco Moukhaiber – [Always Marco] – Primerica vs. Marco Moukhaiber – [Always Marco] – 48p
- 2024 0725 – BetterWealth – Exposing Curtis Ray: Attorney Reveals The Dangers of MPI – [Roccy DeFrancesco] – [VIDEO-YouTube-28:22]
- 2024 0728 – Always Marco – Exposing The Big Lie of Multi-Level Marketing – [VIDEO-YouTube-15:05]
- 2024 0824 – BetterWealth – DEBATE: Whole Life VS IUL – Which Permanent Life Insurance is Better? With @LIFE180 & Terry Rocks – [VIDEO-YouTube-01:34:19]
- 2024 1025 – LIFE180 – MPI Cease and Desist Order: Is MPI Dead? ATTORNEY REVIEW – [Robert Rikard] – [VIDEO-YouTube-01:11:39]
- 2024 0313 – Power 3 Financial – WFG v. GFI: Industry insights with Money Mythbuster – [Matt Schloss] – [VIDEO-YouTube-46:08]
- 2024 0329 – Always Marco – PROOF Every MLM Is A Scam
- 2024 0408 – WinkIntel – And Yes, Life Insurance Illustrations are Broken for All Types of Life Insurance, by Sheryl J. Moore
- 2024 0503 – LC – Affidavit – Kelly Marier – Primerica – Primerica vs. Marco Moukhaiber – [Always Marco] – 29p
- 2024 1210 – The Power of Zero / David McKnight – New Book on Dave Ramsey and Suze Orman Reveals Secrets They Don’t Want You to Know – [VIDEO-YouTube-29:42]
- 2025 – IAIS – Structural Shifts in the Life Insurance Sector
- 2025 03 – IAIS – [Draft] Issues Paper on Structural Shifts in the Life Insurance Sector – 75p
- 2025 0331 – Always Marco – Inside The Early Days Of Patrick Bet-David’s Cult | Multi-Level Misery – [PBD-PHP] – [VIDEO-YouTube-51:29]
- 2025 1110 – InsuranceNewsNet – Kyle Busch Case: A day of reckoning for indexed universal life?, by John Hilton
- 2025-2026 – IAIS – Public consultation on draft revised Application Papers on recovery and resolution
- 2025 0314 – BetterWealth – Tom Hegna’s Bulletproof Plan for Retirement Security – [VIDEO-YouTube-47:35]
- 2025 0624 – LIFE180 – Interview With IUL Litigation Attorney LIVE – [Robert Rikard] – [VIDEO-YouTube-01:19:10]
- 2026 0224 – NAIC – LIAIWG – Call – Life Insurance and Annuities Illustrations Working Group – (A)
- 2026 0331 – NAIC – LIAIWG – Letters – Life Insurance and Annuities Illustrations Working Group – (A)
- 2026 0331 – NAIC – LIAIWG – Letters- Life Insurance and Annuities Illustrations Working Group – (A) – ADD
- 2026 0331 – NAIC – LIAIWG – Call – Life Insurance and Annuities Illustrations Working Group – (A)
- 2604 – New York Law – False Statements as to Insurers
- 4 Percent
- 401k
- 65 or older
- 72t – Substantially Equal Periodic Payments – IRC – Internal Revenue Code
- 7702 – IRC – Internal Revenue Code
- 818c – IRC – Internal Revenue Code
- McHugh v. Protective Life Insurance Company
- Varacallo v. Mass. Mut. Life Ins
- William Scheel