Asset Marketing Systems assetfmo.com/ Jeffrey Stemler Walker v. Asset Mktg. Sys. Ins. Servs. LLC Case No. 11-CV-2531-BTM S.D. Cal. Mar. 9, 2012  

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Investment Grade Policies (p77) – Q And what would be in the private retirement account? A At the time he called it an IGLI, investment grade life insurance policy.  2014 0415 – DOC 808 – Trial Transcript – Day 5 – Walker v LSW – 229p  —  [BonkNote] The SPI product may be marketed as a…

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MoneyTrax – Circle of Wealth Don Blanton “Private Reserve Strategy” Ten Minute Lesson on Life Insurance – cow.moneytrax.com/f1/cow_fmli2_natlifegrp.htm Example Script There is the “minimum one can pay” for a given amount of insurance coverage for a specific age and the “maximum one can pay”. Who determines the minimum? The Insurance Company. At the other end…

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Documents – Walker v LSW Doc 258 – 2010 0710 – LC – Walker v LSW – Declaration of Sean L. Covi, Agent – 11p 2011 1107 – DOC 748-2 – Deposition of Donna Morgan – 46p 2012 0910 – DOC 245 – Declaration of Dr. Patrick Brocket – 73p 2013 1211 – DOC 735-2 :…

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Sean Covi Declaration of Sean L. Covi, Agent – Doc 258 – 2010 0710 – 11p 2000s – LC – Walker v LSW (Life Insurance Company of the Southwest) —  [BonkNote] I tell clients that the cash value is guaranteed not to go down when the market goes down because the cash value has a 0%…

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Walker v LSW – Insurance Regulation 2011 – LC – Walker v LSW – 2:10-cv-09198 – Document 104 – Filed 09/29/11 re: California Insurance Commission – Complaints Mr. Shapiro: Yes, your honor. And on this one I think I do need to clarify. There’s a fairly rigid process with the department of insurance here in…

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Walker v LSW – Snippets (p170) Mr. Brosnahan said: Well, the fees can cause policies to lapse. Is that a secret? I mean, fees cost something. That’s the point of fees. If someone puts money into their policy, there will be fees, as they know, coming out of those policies. If you don’t put enough premiums…

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Agent Statements – Walker v LSW I tell clients that the cash value is guaranteed not to go down when the market goes down because the cash value has a 0% annual floor. —  Declaration of Sean L. Covi, Agent – Doc 258 – 2010 0710 – 11p 2000s – LC – Walker v LSW (Life…

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