IUL
DOL – Department of Labor – IUL
2024 0215 – PIABA – Testimony – Joseph C. Peiffer, President, Public Investors Advocate Bar Association — [BonkNote] — 30p 2017 0731 – Letter – CFA to NAIC (Annuity Suitability Working Group) – re: Regarding “Best Interest” Amendments to the NAIC Suitability in Annuity Transactions Model Regulation – 5p 1. The standard of care for consumers should be a fiduciary…
Read MoreIUL – Retirement Income – Loans
IUL – Retirement Income – Loans 2018 /2019 – SOA – Why Indexed Universal Life Income Streams Need to Be Managed 2018 10 – SOA – Why Indexed Universal Life Income Streams Need to Be Managed—Part 1, By Ben H Wolzenski and John S. McSwaney – p28-31 – soa.org/4934ca/globalassets/assets/library/newsletters/product-development-news/2018/october/pro-2018-iss111.pdf WHAT’S THIS ABOUT AND A QUICK…
Read MoreSocial Media – IUL – Indexed Universal Life
Social Media – IUL – Indexed Universal Life 2016 0221 – Half_r_mk5 – CTV News Toronto – The bad side of Universal Life Insurance – [VIDEO-YouTube-02:55] 1988 – purchased Universal Life – thought Premiums that would stay the same. paid up after 10 years. Vanishing Premium. money was being taken from the cash portion of his…
Read More2020 0923 – Forbes – Sounding The Alarm On Indexed Universal Life Insurance [IUL]
2020 0923 – Forbes – Sounding The Alarm On Indexed Universal Life Insurance – IUL 2020 0923 – Forbes – Sounding The Alarm On Indexed Universal Life Insurance — [BonkNote] — [link] “Consumers should avoid IUL because the insurers and agents who sell the product have no obligation to work in the consumer’s best interest.…
Read MoreACLI – IUL – Indexed Universal Life Insurance
ACLI – IUL 1. Voted to Expose the ACLI and the Alternative Actuarial Guideline for IUL Illustrations Paul Graham (American Council of Life Insurers–ACLI) said the ACLI’s proposed actuarial guideline for indexed universal life (IUL) illustrations (Attachment Eight-A) was approved by a supermajority of members of the ACLI Life Insurance Committee, the CEO Steering Committee…
Read MoreIUL – Indexed Universal Life – Media
IUL – Media 2012 – Peter Katt – aicpa – Index Universal Life Insurance: Beware of a Possible New Scam – 2p 2014 0921 (Updated) – WSJ – New York Probes Indexed Universal Life Sales Practices Benjamin Lawsky Concerned Insurance Companies Giving Optimistic Projections, By Leslie Scism – [link] 2014 0926 – WSJ – Scrutiny of…
Read MoreIUL – Indexed Universal Life Insurance
IUL – Indexed Universal Life Fixed Indexed Universal Life The ACLI’s Dolan says: “Owners of this product must be aware of exactly how it works, because, unlike certain other types of life insurance, IULs have a fluctuating component to them.” 2020 0923 – Forbes – Sounding The Alarm On Indexed Universal Life Insurance – [link] 2018 -…
Read MoreIULSG – Indexed Universal Life Illustrations Subgroup – (A) – NAIC
IULSG – IUL Illustration Subgroup – (A) – NAIC 2019 0312 – IULSG – IUL Illustration Subgroup – (A) – NAIC — [BonkNote] 17. Discussed the ACLI and Coalition Group Proposals for an Actuarial Guideline for IUL Illustrations Mr. Birdsall shared the results of the Kansas Insurance Department survey (Attachment Twenty-Five) on IUL policies Mr.…
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