Media – Page 15 – [BonkNote]

PBS – Public Broadcasting Service Tom Hegna Ed Slott MassMutual Van Mueller – Ed Slott Vetted – Insurance Guys – YouTube 2014-? – PBS – Tom Hegna’s Public Television Special: Don’t Worry, Retire Happy! 2009 – PBS – 2014 – https://static.fmgsuite.com/media/documents/731828d7-0eb7-4291-a73e-fb3cdda1497d.pdf p2 – Retirement Income from Whole Life Insurance [Bonk: 2009 – MassMutual Analysis: Whole Life Insurance…

Leslie Scism wsj.com/news/author/leslie-scism Philadelphia Daily News Dow Jones AIG IUL – Indexed Universal Life PRT – Pension Risk Transfers Universal Life Vanishing Premium 1995 0103 – WSJ – Fine Print Victims: Some Agents ‘Churn’ Life Insurance Policies, Hurt Their Customers, Prudential, by Leslie Scism – <WishList> 1997 0807 – WSJ – Internal Reports Depict Forgery,…

White Coat Investor 2013 0204 – White Coat Investor – Book Review of Missed Fortune 101 By Live Abundant Owner Doug Andrew – [link] 2014 0519 – White Coat Investor – Is a Zero Percent Tax Bracket in Retirement a Good Idea? – [link] The cost of insurance in the table varies from $0.06 to $83.34 per…

Youtube The And Asset The And Asset – Answering The Most Complex Life Insurance Questions – Tommy Smoot, Guardian 16 – Dom – Why don’t people get the Cash and the Death Benefit? 19 – Smoot – problems come when agents and consumers don’t understand moving parts. VUL in 2000s. Illustrated Rates were too Rosy….…

Consumers Union Mary Griffin NAIC Illustrations – 1990s 1974 – LC – Consumers Union of United States, Inc. v. Albright Court: United States District Court, S.D. New York No. 74 Civ. 234, 427 F. Supp. 840 (S.D.N.Y. 1977) You may opt for a “planned” or “target” premium–a predetermined amount to be paid on a regular…

Media – Snippets A popular insurance product of the 1980s and 1990s <Universal Life> has come back to bite many older Americans. 2018 0919 – WSJ – Universal Life Insurance, a 1980s Sensation, Has Backfired: A long decline in interest rates caused premiums to soar when they were supposed to stay level, by Leslie Scism – [link]

1982 0713 – Chicago Tribune – Universal Life Insurance Trapped Between IRS, Congress

Newspapers newspapers.com/profile/BonkNote/ “AIG woes could be just the start,: critics say AIG took too many investment risks”, Los Angeles Times, Business Section, pp. A1, A14, No.March 30 2006 – vanishing premium – The Toronto Star – 08 Jul 2006, Sat ·Page 47 1986 – target premium / universal life – The Gettysburg Times – 13…

Legal Cases – Video – Snippets 15-55809 Joyce Walker v. Life Ins. Co. of the Southwest https://www.bonknote.com/wp-content/uploads/walker-v-LSW-1-442.mp4 15-55809 Joyce Walker v. Life Ins. Co. of the Southwest – Snippet 1 – 4:42 Words: Bait and Switch, Illustration, Fees, “a lie”, Reliance, Working with Independent Financial Advisors, Misleading Elements https://www.bonknote.com/wp-content/uploads/15-55809-Joyce-Walker-v.-Life-Ins.-Co.-of-the-Southwest-2-147.mp4 15-55809 Joyce Walker v. Life Ins. Co.…

Consumer Reports archive.org/details/pub_consumer-reports 2015 0406 – Consumer Reports – Is whole life insurance right for you? Follow our advice to assess this most misunderstood coverage – [link] [1967 – Consumer Reports: Three-Part Series on How to Buy Life Insurance] x – 1967 01 – Consumer Reports – Part 1of 3 – Calculating Your Family’s Insurance Needs…