lsw
Asset Marketing Systems
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
Read MoreInvestment Grade Policies
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…
Read MoreMoneyTrax – Circle of Wealth
MoneyTrax – Circle of Wealth moneytrax.com/ youtube.com/@CircleofWealthbyMoneyTrax Don Blanton “Private Reserve Strategy” MoneyTrax – Circle of Wealth – 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…
Read MoreDocuments – Walker vs. LSW
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 :…
Read MoreSean Covi
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] p7 – 20. I tell clients that the cash value is guaranteed not to go down when the market goes down because the cash…
Read More2014 0424 – Document 820 – Trial Transcript – Day 11 – Walker vs. LSW – 279p
2014 0424 – Document 820 – Trial Transcript – Day 11 – Walker v LSW – 279p 2014 0424 – Document 820 – Trial Transcript – Day 11 – Walker v LSW – 279p (p27-28) – Q Would you ever sell a product that you 09:09:23 weren’t sure you understood and had the proper…
Read MoreInsurance Regulation – Walker vs. LSW
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…
Read MoreWalker vs. LSW – Snippets
Walker vs. 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…
Read MoreAgent Statements – Walker vs. LSW
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…
Read MoreLSW – Life Insurance Company of the Southwest
LSW – Life Insurance Company of the Southwest LC – Walker v Life Insurance Company of the Southwest – LSW 2009 – LC – Elisa Krall v. Life Insurance Company Of The Southwest – 8:09-cv-01043-JVS-RNB
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