Military

Periodic Payment Plans 2007 03 – SEC – Report on Refunds, Sales Practices, and Revenues from Periodic Payment Plans – As Required by Section 4(c) of the Military Personnel Financial Services Protection Act – U.S. Securities and Exchange Commission, Securities and Exchange Commissioner – 48p …. variable annuities and variable life are regulated as periodic…

American Amicable Date-? – Multi-State Regulatory Settlement Agreement – American Amicable, Pioneer American, Pioneer Security – 33p 2004 0712 – ThinkAdvisor – American-Amicable Reports Military Allotment Woes, by Staff Writer – [link] Military Textbook “Building Success Marketing System” “american amicable” 200x – LC – UNITED STATES OF AMERICA : ex rel. KEITH SANDERS, : Plaintiff,…

Side Fund Actuaries have long known that the mechanics of a side fund, with deductions for decreasing term insurance, parallel the mathematical structures of the reserve and cash value in traditional products. Applying this analysis to universal life, both the reserve and the cash surrender value have been expressed in terms of a side fund,…

Military Sales Working Group – (EX) – NAIC Military Sales Working Group – (EX) – NAIC Military 2005-3, NAIC Proceedings – (2005 0922) – Life Insurance and Annuities (A) Committee (p115) – Commissioner Voss said an issue has come up to the Market Analysis (D) Working Group about some products being offered that are a…

Pentagon Military 1998 0918 – Washington Post – Pentagon Bars Life Insurance Firm Because of ‘Deceptive’ Practices, (Academy Life Insurance Co.), by Bradley Graham – [link] — Military ⇒ Academy Life Insurance Co. A series of articles 24 years ago published by the Army/Navy/Air Force Times documented many of the same practices that Defense Department officials find…

2008 0407 – (DoD) – Commercial Solicitation of Military Personnel on DoD Installations – Inspector General Report (Department of Defense) – Report No. D-2008-075 April 7, 2008 – 47p 2008 0407 – (DoD) – Commercial Solicitation of Military Personnel on DoD Installations – Inspector General Report (Department of Defense) – Report No. D-2008-075 April 7,…

DOD – Department of Defense actuary.defense.gov/

2007 1129 – NAIC to Congress – Life Insurance Sales to Members of the Armed Forces Report to Congress – 50p 2007 0329 – NAIC to Congress – Life Insurance Sales to Members of the Armed Forces – Report to Congress – 50p 2007 0928 – NAIC to Congress – Life Insurance Sales to Members…

2005 – GAO – Financial Product Sales: Actions Needed to Better Protect Military Members – 88p 2005 – GAO – Financial Product Sales: Actions Needed to Better Protect Military Members, gao-06-23 — [BonkNote] — 88p — [link] Richard J. Hillman – Managing Director, Financial Markets and Community Investment (p23) – In addition to efforts by insurance regulators, law…

2005 1117 – GOV (Senate) – A Review of the GAO Report on the Sale of Financial Products To Military Personnel 2005 1117 – GOV (Senate) – A Review of the GAO Report on the Sale of Financial Products to Military Personnel, Richard Shelby (R-AL) — [BonkNote] [PDF-89p, VIDEO-Error – banking.senate.gov/hearings/watch?hearingid=99D3B35A-DD5B-4C68-808E-2B2680EAA1E9 – <mp3, mp4> NAIC -…

Periodic Payment Plans

American Amicable

Side Fund

Military Sales Working Group – (EX) – NAIC

Pentagon

2008 0407 – (DoD) – Commercial Solicitation of Military Personnel on DoD Installations – Inspector General Report (Department of Defense) – Report No. D-2008-075 April 7, 2008 – 47p

DOD – Department of Defense

2007 0329 – Report – NAIC to Congress – Life Insurance Sales to Members of the Armed Forces Report to Congress – 50p

2005 – GAO – Financial Product Sales: Actions Needed to Better Protect Military Members – 88p

2005 1117 – GOV (Senate) – A Review of the GAO Report on the Sale of Financial Products to Military Personnel – Richard Shelby (R-AL)