Morningstar morningstar.com/articles/archive-articles.aspx 2011 0707 – The Future of Financial Planning Regulation: None of the current regulatory regimes truly regulates financial planning. – Mercer Bullard – [link] 2022 0131 – Confessions of a Barred Broker: ‘I was naive. I wish I had been more educated on the peril I was facing.’  by John Kador  re: Jeffrey…

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AIG – Media 2023 0728 – TheStreet – What Happened to AIG? Did It Get a Bailout? – The world’s largest insurance company received an astounding $180 billion from the U.S. government during the financial crisis of 2007–2008, by Laura Rodini – [link] pbs.org/wgbh/pages/frontline/oral-history/financial-crisis/tags/aig/ 2008  2008 0513 – NYT – Maurice Greenberg tells Board that AIG…

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The Insurance Field GooglePlay 1914 0814 – The Insurance Field – Another Novelty Exploded, By PERCY C. H. PAPPS – p11

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newspapers.com/clip/3345621/the-piqua-daily-call/ 27 Feb 1973, Tue The Piqua Daily Call (Piqua, Ohio) Newspapers.com 19 Sep 1984, Wed The Times (Shreveport, Louisiana) Newspapers.com 10 Mar 1985, Sun The Lompoc Record (Lompoc, California) Newspapers.com 16 Mar 1983, Wed Kingsport Times-News (Kingsport, Tennessee) Newspapers.com 10 Jul 1996, Wed Johnson City Press (Johnson City, Tennessee) Newspapers.com 25 Jun 1973, Mon…

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Changing Times GooglePlay – Changing Times / Kiplingers – [link] Kiplingers 1981 0304 – NYT – ADVERTISING; Changing Times As an Ad Medium, by Philip H. Dougherty – [link] Adjustable Life Insurance 1977 10 – Changing Times – Adjustable Life Insurance  —  [BonkNote] “Adjustable” Life Insurance.  The idea is to have one policy you can change…

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Universal Life – Newspapers It is commonly known as universal life, though it goes by a variety of  colorful names, including CompleteLife (E. F. Hutton), The Challenger (Life Insurance Company of Virginia), and T Plan Life (Transamerica Occidental Life). The Hartford Insurance Group is even so bold as to call it The Solution. 1982 – CS Monitor…

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pianet – National Association of Professional Insurance Agents m.pianet.com/ ACLI Tries to Steer GAO Report Toward OFC January 13, 2009 The Government Accountability Office (GAO) last week released a highly critical study of the current financial services regulatory structure and made recommendations for how it should be updated. Significantly, a draft of this report had…

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Junk Bonds – Media   Executive-Life-Junk-Bonds-The_Los_Angeles_Times_Fri__Apr_12__1991_-scaled 1991-Junk-Bonds- Lincoln_Journal_Star_Thu__Sep_19__1991_

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WSJ – Wall Street Journal wsj.com/ Leslie Scism 2020 0107 – WSJ – It’s the Hottest Thing in Life Insurance. Are Buyers Aware of the Risks? Regulators worry insurers are underplaying the dangers of a product tied to the performance of the U.S. stock market, by Leslie Scism – [link] One concern is that existing consumer materials…

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