2022 – FSRA – [2022-007] – Comments – Consultation on Proposed Principles of Conduct for Insurance Intermediaries 2022 – FSRA –  [2022-007] – Comments – Consultation on Proposed Principles of Conduct for Insurance Intermediaries  —  [BonkNote]  — – [Binder-22p]  —  [link] ID: 2022-007 Comment Due Date – May 3, 2022 Advocis – [2022-007] –  Paniz…

Read More

2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability  2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability  —  [BonkNote] BonkNote Comment – FSRA’s Life Agent and MGA Suitability Guidance – [2023-015] – 2024…

Read More

Q: Does It Matter If The Policy Lapses? – LIRPs Sean Covi TransAmerica  2023 0927 –  Premier Marketing – Transamerica: IUL Products and Illustrations – [VIDEO-YouTube-01:01:03] Jeremiah Tacker, Regional Vice President with Transamerica 9 – Not sold for Death Benefits, if you want life insurance for Death Benefit buy Whole, Term. Bought for Cash Value…

Read More

Affinity Life Philip Setter affinitylife.ca/ youtube.com/@AffinityLife 2023 0607 – Affinity Life – Insurance MLM’s Under Investigation by FSRA-They’re BUSTED Now! – [VIDEO-YouTube-14:31] [Bonk: Add: Report – 2022 0928 – FSRA – CCIR cooperative MGA-focused thematic review – Consolidated observations report  —  [link]  —  30p 12:00 – it’s the Wild West for the last 20, 30 years Nobody wants to…

Read More

Garrett Gunderson garrettgunderson.com/ youtube.com/@GarrettGundersonTV 2016, 2018 – Book – What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way … And How You Can Too, by Garrett B Gunderson 2024 – Book – Workbook for What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way, and How You Can…

Read More

David McKnight davidmcknight.com/ youtube.com/@DavidMcKnight Heroes of Zero  —  [BonkNote] adviserinfo.sec.gov/individual/summary/3026936 2024 0418 – at.naifa.org/a-hero-of-zero-modern-retirement-strategies youtube.com/watch?v=qM_mPQSp2GI Career MetLife – sold 1 whole life policy 2024 -The Power of Zero – Whole Life vs IUL for Retirement Income – https://www.youtube.com/watch?v=PrL8k5RKsoE 7 – Actuaries 2024 1210 – The Power of Zero / David McKnight – New Book on Dave…

Read More

Bobby Samuelson lifeproductreview.com/ lifeinnovators.com/ College Economics, Econometrics, Statistics NFP 2009 –  – Blog 2014-2018 – MetLife NAIC lifeproductreview.com/2019/11/12/getting-involved-in-the-ag49-discussions/ 2012 0616 – BrokersAlliance – Is Indexed Universal Life Good or Bad? – Bobby Samuelson – [VIDEO-YouTube]  2012 0616 – BrokersAlliance – Is Whole Life Insurance A Rip Off? – Bobby Samuelson – [VIDEO-YouTube] sales story vs…

Read More

Q: How are Life Insurance Policies Sold? Q: Are Life Insurance Policies Being Sold For a Death Benefit or an Investment Vehicle? LIRP/ SLIRP – Life Insurance Retirement Plan Walker v LSW Target Premium, etc. IUL – NAIC  Group

Read More

Project – 2023 – Market Analysis Procedures (D) Working Group 4. Possible NAIC Recommendations for Amending the Uniform Securities Act  a. At the present time, the NAIC, including the Securities and Insurance Regulation Task Force, is studying the many “new-life” insurance products that are being sold by approximately 30 insurance companies. Simultaneously, the NAIC is…

Read More