Media
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 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…
Read More2024 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 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…
Read MoreJohn Hilton
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…
Read MoreDOL – Fiduciary Rule – Media
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…
Read MoreInvestmentNews
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…
Read MoreInsurance Observer
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…
Read More1994 0308 – NYT – Regulators Seek Limits on Insurer Sales Pitches, by Michael Quint
1994 0308 – NYT – Regulators Seek Limits on Insurer Sales Pitches, by Michael Quint 1994 0308 – NYT – Regulators Seek Limits on Insurer Sales Pitches, by Michael Quint — [BonkNote] — [link] NAIC, Illustrations, NALU State insurance regulators are moving closer to sharply limiting how sales agents may describe the future benefits of…
Read More2022 0603 – Retirement Income Journal – NAIC Reassures Congress on Private Equity-Led Insurers, By Kerry Pechter
2022 0603 – Retirement Income Journal – NAIC Reassures Congress on Private Equity-Led Insurers, By Kerry Pechter 2022 0603 – Retirement Income Journal – NAIC Reassures Congress on Private Equity-Led Insurers, By Kerry Pechter — [BonkNote] — [link] In the 14 years since the Great Financial Crisis, there’s been a surge of capital from powerful…
Read MoreLastWeekTonight
LastWeekTonight 2016 1107 – LastWeekTonight – Multilevel Marketing: Last Week Tonight with John Oliver (HBO) – [VIDEO-YouTube-31:57] 2023 0602 – Always Marco – Ray Higdon VS John Oliver – [VIDEO-YouTube-02:29:58] 2016 1201 – Valuetainment – The REAL Truth about MLM & Network Marketing – PBD-Patrick Bet-David – [VIDEO-YouTube-01:00:44] [HerbaLife] 9 – Madeleine Albright – Product…
Read More1994 0629 – NYT – Met Life Is Said to Be Facing U.S. Investigation for Fraud, by Michael Quint
https://nyti.ms/43MBRCt
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