LIRP
Heroes of Zero
Heroes of Zero heroesofzero.live/ Learn urgent, cutting-edge strategies to shield your clients from the coming tax storm. For the first time ever, renowned retirement legends David McKnight, Ed Slott, Tom Hegna and Van Mueller share the stage to bring you the most cutting-edge retirement planning education in the industry! Tom Hegna David…
Read MoreTax-Free Income
Tax-Free Income 2011 – SOA – Tax Diversification in Retirement Planning, by Gregory C. Freeman, Society of Actuaries – 26p Cash Value Life Insurance 2 – Tax considerations impact many financial and investment decisions; for example, clients may accept lower returns of municipal bonds just to avoid income taxes. Others will pay insurance charges to gain…
Read MorePatrick Kelly
Patrick Kelly callpatrickkelly.com/ State Farm –
Read More2011 0301 – DOL – 1210-AB32 – ACLI – Testimony – Hearing on Definition of Fiduciary – Investment Advice – 9p
2011 0301 – DOL – 1210-AB32 – ACLI – Testimony – Hearing on Definition of Fiduciary – Investment Advice – 9p 2011 0301 – DOL – 1210-AB32 – ACLI – Hearing on Definition of Fiduciary – Investment Advice — [BonkNote] — 9p We share the Department’s interest in seeing that plans and participants who seek out and are promised…
Read MoreSales Strategies
Sales Strategies Bank on Yourself Pamela Yellen BTID – Buy Term and Invest the Difference BYOB – Be Your Own Banker Kai-Zen LEAP – Lifetime Economic Acceleration Process Flex Method IBC – Infinite Banking Concept Nelson Nash Laser Fund Doug Andrew LIRP – Life Insurance Retirement Plan David McKnight Missed Fortune Doug Andrew MPI…
Read More2023 – DOL/EBSA – 2023-0014 – RIN-1210-AC02 – Searches
2023 – DOL/EBSA – 2023-0014 – RIN-1210-AC02 – Searches “American Academy of Actuaries” – 1 Result 2024 0102 – Letter – Anonymous – EBSA-2023-0014-0451 – 1210-AC02 – [link-p] The NAIC prescribed Economic Scenario Generator developed by the American Academy of Actuaries (“Academy… Harris is a Fellow of the Society of Actuaries and member of the .American Academy of Actuaries… She…
Read More2023 1129 – LIFE180 / Chris Kirkpatrick – Curtis Ray | MPI vs Whole Life| REACTION – [Garrett Gunderson]
2023 1129 – LIFE180 / Chris Kirkpatrick – Curtis Ray | MPI vs Whole Life| REACTION – [Garrett Gunderson] 2023 1129 – LIFE180 / Chris Kirkpatrick – Curtis Ray | MPI vs Whole Life| REACTION By @LIFE180 & @GarrettGundersonTV — [BonkNote] — [VIDEO-YouTube-24:41] [Bonk: What is the Video of Curtis that they are reacting to?]…
Read MoreProject – LIRP – Life Insurance Retirement Plan
Project – LIRP – Life Insurance Retirement Plan 1994 – LR – Derivative Actions by Policyholders on Behalf of Mutual Insurance Companies, by Theodore Allegaer – 36p 2017 0522 – Veralytic – Criticism of Hybrid Life Insurance Products – [Barry Flagg] – [VIDEO-YouTube-46:56] SEC 151A, Dodd-Frank – Harkin Amendment 12 – [Bonk: P1/P2]
Read More2022 – FSRA – [2022-006] – Comments – Principles-Based Regulation
2022 – FSRA – [2022-006] – Comments – Principles-Based Regulation 2022 – FSRA – Proposed Principles-Based Regulation Approach Guidance – No. GR0014APP — — [link] — 8p [ ] – 2022 – FSRA – [2022-006] – Comments – Principles-Based Regulation — [BonkNote] — [Binder-50p] — [link] Date: March 16, 2022, Comment Due Date: April 29, 2022 Advocis -…
Read More2018 07 – CCIR – Comments – Fair Treatment of Customers Working Group
2018 07 – CCIR – Comments – Fair Treatment of Customers Working Group 2018 – CCIR – Fair Treatment of Customers Working Group – [link] 2018 – CCIR – Guidance: Conduct of Insurance Business and Fair Treatment of Customer – 28p 2018 07 – CCIR – Comments – Fair Treatment of Customers Working Group — [BonkNote] — …
Read More