MHC – Mutual Holding Company 1998 05 – InsuranceObserver.com – 9p Who Owns a Mutual Insurance Company?  “The mutual holding company concept is fundamentally flawed. If the implications of the type of reorganization were disclosed, most mutual policyowners would vote against the reorganization. On the other hand, if safeguards not contemplated in the proposed bill were instituted,…

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Grove v. Principal Mutual Life 1997 – LC – Grove v. Principal Mut. Life Ins. Co. (Formerly Bankers Life) Case NO. 4-97-CV-70224 District Court – Southern District of Iowa 1992 – LC – Grove v. Principal – Adjustable Life Insurance – Policy Data Page, Jerry Grove – 4p Not on Pacer.gov The Groves cannot establish that…

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Life Insurance and Mutual Funds One company that I know of has now become very successful in selling a package of mutual funds and permanent life insurance. It is a life paidup-at-65 contract.  —  C. David Silletto 1967 – SOA – New-Company Problems, Society of Actuaries – 38p 1976 – LR – Marketing Mutual Funds and Individual…

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Boston Mutual Life Insurance Company Military Boston Mutual Life Insurance Company 2006 0528 – Boston Mutual Life – Multi State Exam, Regulatory – 16p Massachusetts (Lead Regulator), Texas, Georgia 2006 0227 – Boston Mutual Life – Report on the Limited Scope Multi-State Market Conduct Examination of Boston Mutual Life Insurance Company, by the Office of…

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Goshen vs. MONY ,iapps.courts.state.ny.us/nyscef/HomePage 2.nycourts.gov/courts/1jd/supctmanh/county_clerk_records.shtml iapps.courts.state.ny.us/iscroll/SQLData.jsp?IndexNo=600466-1995 11-29-1995 – SUMMONS AND COMPLAINT – CCOP 03-28-1996 – FIRST AMENDED CLASS ACTION COMPLAINT – CCOP 04-18-1996 – ANSWER – CCOP 10-24-1997 – ORDER IAS PART 10 SEQ006-MEMO DECISION – CCOP 10-29-1997 – JUDGMENT MICRO #094840 BILL OF COSTS – CCOP 1997 1024 – WSJ – MONY Wins Dismissal of…

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MONY – Mutual Life Insurance Company of New York MONY – Mutual Life Insurance Co. of New York F/K/A Mutual Life Insurance Company of New York Walter Bell 1983-2003, vice president of the Mutual Life Insurance Company of New York, aka Mutual of New York, aka MONY  2003-2008 – Alabama Insurance Commissioner 2007 – NAIC…

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1999 – LC – Zarrella v. Minnesota Mutual 1999 – LC – Zarrella v. Minnesota Mutual Life Ins., 96-2782 Opinion – 26p (p9) – The literature attached to the conservation brochure read: “At Minnesota Mutual, we believe you should get an up-to-date return on your insurance dollars – no matter how long you’ve owned your policy. With Ultimate Interest™, our unique…

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Northwestern Mutual Stephen H. Frankel Dale R. Gustafson John Keller William Koenig  James Reiskytl William M. Snell We believe current illustrated rates are much higher than what is reasonably expected over the course of the policy and may lead to consumer disappointment, which could negatively impact the entire industry. —  Metropolitan Life Insurance Company, New…

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Mutual Benefit Life Mutual Benefit Life → MBL Life Assurance Corporation → SunAmerica → American International Group (AIG) Alan J. Bowers Palmieri and Company John A. Koskinen, Deputy Director of the Office of Management and Budget – [link] … successfully restructured Baldwin-United Corporation, a large diversified financial services company;  … rehabilitated Mutual Benefit Life Insurance Company,…

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