DOL – Fiduciary – Government Hearings 2016 – Congresswoman Ann Wagner (R-MO) discusses how the Administration’s “Fiduciary Rule” is really just Obamacare for Americans’ savings accounts. – youtube.com/watch?v=-_NeKxGmvpw 2023 1031 – President Biden Remarks on Protecting Retirement Security – [VIDEO-CSPAN-20:22]  2008 0716 – GOV (Senate) – Saving for Retirement c-span.org/video/?206437-1/saving-retirement 2013 1218 – GOV (Senate)…

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IRA Reboot FIP – Future Income Payments Minnesota Mutual Life Pacific Life  Shurwest Melanie Jo Schulze-Miller Martin Gross – IRA 401K Reboot – [VIDEO-YouTube-01:42]   2021 – LC – Dolores Stegelin, Wayne Gugel, and Anne H. Rack v. Pacific Life Insurance Company Civil Action – 3:21-cv-01444-BHH 2022 0302 – Reif Law Firm – 12 Million Awarded…

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Doug Andrew – Lawsuits Doug Andrew Doug Andrew – Index 1982-2023 2011-2014 – Eddie Cressy v. Fidelity & Guaranty Life Insurance Company, Paramount Financial Services, Inc. and Douglas Andrew 2020 0129 – SEC – Administrative Proceeding – Doug Andrew – re: WoodBridge – 3p Order Instituting Administrative Proceedings Pursuant to Section 15(b) of the Securities Exchange Act of…

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Pension Advance FIP – Future Income Payments pensionrights.org/resource/the-facts-about-pension-advances/  – Book – Pension Advance Companies: Questionable Business Practices, Cassidy L. Waller (Editor) Chapter 2 – Pension Advances: Not So Fast (pp. 61-64) – Federal Trade Commission CFPB – I was offered a pension advance. What is this? What should I look out for?. The Consumer Financial Protection…

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1990 1210 – GOV (Senate) – Insurance Company Solvency – Howard Metzenbaum (D-OH) 1990 1210 – GOV (Senate) – Insurance Company Solvency: Insurance Company Solvency and Reporting Methods, Howard Metzenbaum (D-OH)  —  [BonkNote] [PDF-596p-GooglePlay, VIDEO-?] ->Not on govinfo.gov – R Present: Howard Metzenbaum (D-OH) and Strom Thurmond (R-SC) Surplus Notes, Junk Bonds, Real Estate, Insurance Regulation, …

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Academy Life Insurance Company insurance.mo.gov/CompanyAgentSearch/CompanySearch/compSearchDetails.php?id=124762 Effective Date: 07/01/2006 Comments: Academy Life Insurance Company merged with and into Life Investors Insurance Company of America. insurance.mo.gov/CompanyAgentSearch/CompanySearch/compSearchDetails.php?id=126410 Effective Date: 10/01/2008 Comments: Life Investors Insurance Company of America merged with and into Transamerica Life Insurance Company 1957 – ia803409.us.archive.org/25/items/sim_army-times_1957-10-19_18_11/sim_army-times_1957-10-19_18_11.pdf 1977 – LC – Johanna Kipperman v. Academy Life Insurance Company, 554 F.2d…

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Pension Maximization Pension Max 1995 – SOA – The “Pension Max” Election: An Investigation of the Structural and Economic Differences between the 100% Contingent Annuity Pension Benefit Option and the Straight Life Benefit Option., Society of Actuaries – 66p The scheme deceptively called “pension maximization” is stripping unknown thousands of widows of their future security. Its…

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1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance 1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance, (CSPAN) Single Premium Life Insurance, Max Baucus (D-MT)  —  [BonkNote] [PDF-199p, VIDEO-CSPAN]  GAO – Taxation of Single Premium Life Insurance, Statement of Jennie Stathis – 15p Senate – Committee on Finance – Subcommittee on…

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SBLIC – Security Benefit Life Insurance Company securitybenefit.com/about-us/our-company Everly Holdings, LLC, a Delaware limited liability company oci.wi.gov/Documents/Companies/FinAcquisitionSettlersTransmittalLetter.pdf 1991 0603 – The Tampa Tribune – Riding the Waves of Insurance Woes –   03 Jun 1991, Mon The Tampa Tribune (Tampa, Florida) Newspapers.com 1992 0428 and 0505 – GOV (Senate) – Insurance Guaranty Funds and the Involuntary…

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