IUL
IUL – Indexed Universal Life – Social Media
IUL – Indexed Universal Life – Social Media 2023 1206 – I.C. Life / Michael Anthony Garcia – IUL AS A RETIREMENT VEHICLE??? THE DEBATE IS ON! GET TWO IN-DEPTH PERSPECTIVES ON THE IDEA! – [Bryan Jarrell] – https://www.youtube.com/watch?v=cXIwxmIX1LU Description: Bryan Jarrell and Michael Anthony Garcia have an in-depth discussion on IUL as a retirement…
Read MoreLIRP – Life Insurance Retirement Plan – Index
LIRP – Life Insurance Retirement Plan – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A Affinity Life Back to top B Bobby Samuelson Back to top C CSO Back to top D David McKnight Dots – Letter Dots – Policyholder Runs Back to top F FSOC – MetLife FSOC – MetLife – Explanation of the Basis of the Financial Stability…
Read MoreIUL – Indexed Universal Life – Lawsuits
IUL – Indexed Universal Life – Lawsuits 2000s – LC – Joyce Walker vs. LSW – Life Insurance Company of the Southwest — [BonkNote] 2000s – LC – Joyce Walker vs. LSW – Life Insurance Company of the Southwest – Index 2024 0626 – insurancenewsnet.com – Attorney rips insurers, agents over ‘incredibly complex’ IUL-focused plans,…
Read MoreDOL – 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
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, by Ed Leefeldt — [BonkNote] — [link] “Consumers should avoid IUL because the insurers and agents who sell the product have no obligation to work in the…
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 -…
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