Media – Page 3 – [BonkNote]

1980 1116 – Fort Lauderdale News – A.L. Williams Grows Despite Controversy, by Karen Southwick – 1980 1116 – Fort Lauderdale News – A.L. Williams Grows Despite Controversy, by Karen Southwick — [BonkNote] — [link-Part 1-p39-newspapers.com] — [link-Part 2-p-newspapers.com] Better Business bureaus in Birmingham, Ala. and Dallas, Texas have issued reports questioning A.L. Williams’ sales and…

1978 1112 – The Atlanta Constitution – New ‘Deposit Term’ Insurance Creating Uproar in Industry – [A.L. Williams], by Joe Ledlie 1978 1112 – The Atlanta Constitution – New ‘Deposit Term’ Insurance Creating Uproar in Industry – [A.L. Williams], by Joe Ledlie — [BonkNote] — [link-Part 1-p-newspapers.ocm] — [link-Part 2-p36-newspapers.com] 12 Nov 1978, Sun The Atlanta…

A.L. Williams – Media 1978 1112 – The Atlanta Constitution – New ‘Deposit Term’ Insurance Creating Uproar in Industry – [A.L. Williams], by Joe Ledlie — [BonkNote] — [link-Part 1-p-newspapers.ocm] — [link-Part 2-p36-newspapers.com] 1980 1116 – Fort Lauderdale News – A.L. Williams Grows Despite Controversy, by Karen Southwick — [BonkNote] — [link-Part 1-p39-newspapers.com] — [link-Part 2-p42-newspapers.com] 1981…

LifeHealthPro 2012 1116 – ThinkAdvisor – 11 ways to sell IUL more ethically, By Bill Coffin – [link] Indexed universal life sales are the fastest-growing segment of the life industry thanks to the protection they provide against market downturns while still giving policyholders the opportunity to invest profitably. But IUL is a complicated product, and those…

2018 – VIDEO – The Power of Zero: The Tax Train is Coming – David McKnight 2018 – VIDEO – The Power of Zero: The Tax Train is Coming – David McKnight — [BonkNote] Heroes of Zero — [BonkNote] Tom Hegna David McKnight Van Mueller Ed Slott Don Blanton – President, MoneyTrax, Inc., Financial Advisor [Bonk: Circle…

2024 0408 – WinkIntel – And Yes, Life Insurance Illustrations are Broken for All Types of Life Insurance, by Sheryl J. Moore 2024 0408 – WinkIntel – And Yes, Life Insurance Illustrations are Broken for All Types of Life Insurance, by Sheryl J. Moore — [BonkNote] — [link] Given this experience, I take issue…

John Hilton 2024 0116 – InsuranceNewsNet.com – Hearing speakers trade barbs on whether DOL fiduciary rule hurts or helps, by John Hilton – [link] 2024 0415 – InsuranceNewsNet.com – Trade groups express concern about regulatory process on DOL fiduciary rule, by John Hilton – [link] A group of 11 industry trade associations sent a letter to…

DOL – Fiduciary Rule – Media 2016 04 – Morningstar – New Fiduciary Rule More Pro-Investor Than Previous Iteration – [Scott Cooley] – [VIDEO-YouTube-05:04] 2016 0628 – Morningstar – The DOL Fiduciary Rule: Winners and Losers – [Michael Kitces] – [VIDEO-YouTube-09:50] RIAs Products Distribution vs Advice 2 – Training 3 – CFP, Broker-Dealer – Fee-Based…

InvestmentNews investmentnews.com/ 2018 0718 – InvestmentNews.com – State insurance commissioners don’t include life products in their annuity suitability reform, by Mark Schoeff Jr. – [link] “We see no rationale for applying a best-interest standard or ‘suitability-plus’ standard of care to a fixed-indexed annuity transaction but not to an indexed universal life insurance transaction, or for applying…

Insurance Observer insuranceobserver.com/ Schiff’s Insurance Observer: The World’s Most Dangerous Insurance Publication™. originally called Emerson, Reid’s Insurance Observer David Schiff 1998 05 – InsuranceObserver.com – 9p Who Owns a Mutual Insurance Company – The Devil Inside Sandy Weill Indeed, we were unaware that Sandy Weill, Travelers’ chairman and CEO, was such a bluenosed prig, especially in light…