LIRP
2022 – 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 More2022 – 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 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 More2020 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know
2020 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know 2020 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know – [Todd Langford] — [BonkNote] — [VIDEO-YouTube-18:52] Todd Langford 00:00 – Todd – Zero-sum Game. Accountants got a hold of it sometime in the 80s…
Read More2024 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 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 MoreQ: Does It Matter If The Policy Lapses? – LIRP – Life Insurance Retirement Plan
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 MoreAffinity Life
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 MoreGarrett Gunderson
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 MoreDavid McKnight
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 MoreBobby Samuelson
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…
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