Pensions – Page 8 – [BonkNote]

Annuities ACLI – Annuities 2008 0413 – Tricks of the trade – A Dateline hidden camera investigation to see what insurance agents say — and -what they don’t — when they think they are alone with a senior – [link] <WishList> – VIDEO 2008 0624 – SEC – Statement at Open Meeting on Equity-Indexed Annuities…

Insolvencies Failures In the early 1990s, there were a number of large insolvencies — Willis B. Howard Jr., NOLHGA – National Organization of Life and Health Insurance Guaranty Associations 1998 – SOA – Once in a Hundred Years, Society of Actuaries – 22p 1991 0427 – Los Angeles Times – State Allegedly Knew Executive Life Was…

Income Life insurance, converted into an annuity, may further augment retirement income. Geronomics: Some notes on a brand new social science — the economics of financial serenity in the Golden Years. By IRA U. COBLEIGII, Enterprise Economist 1957 – Commercial and Financial Chronicle https://fraser.stlouisfed.org/title/1339/item/556255

Liquidity Risk We have a committee within the ACLI that has been looking into the whole liquidity question, and on the basis of those discussions, I believe there is much more liquidity in the industry today. If I recall correctly, the biggest surprise came about 15 years ago, when the first discussions were held with…

NOLHGA – National Organization of Life and Health Insurance Guaranty Associations nolhga.com National Organization of Life and Health Insurance Guaranty Associations NOLHGA was created in 1983 nolhga.com/factsandfigures/main.cfm/location/insolvencies/orderby/date#sort nolhga.com/pressroom/journal.cfm These events, of course, were the reasons that NOLHGA was created (under the auspices of the ACLI). 2006 0803 – DOTT – Remarks of David G. Nason…

Single Premium Life Insurance SPL – Single Premium Life SPWL – Single Premium Whole Life 1988 0315 – GOV (House) – Investment Uses of Life Insurance, Charles Rangel (D-NY) [PDF-257p-GooglePlay, VIDEO-?] 1988 0325 – GOV (Senate) – Tax Treatment of Single-Premium Life Insurance, Max Baucus, (D-MT) — [BonkNote] LIRP – Life Insurance Retirement Plan In the…

DOL – Department of Labor DOL Fiduciary Rule ERISA – Employee Retirement Income Security Act of 1974 2006 – DOL – Proposed Rule – Default Investment Alternatives under Participant Directed Individual Account Plans Comments – dol.gov/agencies/ebsa/laws-and-regulations/rules-and-regulations/public-comments/1210-AB10 2008 – DOL – Proposed Rule – Investment Advice – Participants And Beneficiaries NPRM Comments – dol.gov/agencies/ebsa/laws-and-regulations/rules-and-regulations/public-comments/1210-AB13-2 2008 1006…

George R. Dinney Universal Life Insurance Great-West Life Assurance Company WHO CONCEIVED THIS INSTRUMENT? – Universal Life Insurance Subject to responsibility being accepted (and documented) by somebody else, we hold that the father is George R. Dinney, and the place of conception Winnipeg, Canada. 1981 – SOA – Who Conceived this Instrument?, by EJM, Ernest…

Organized Crime Mafia 1967 – DOJ – Task Force Report: Organized Crime, Annotations and Consultants’ Papers, US Department of Justice – 135p 1971 – ABA – The Forum – index to volumes I-ix – The Mobster and His Life Insurance— Misrepresentation of Occupation as Ground for Avoiding a Life Insurance Policy, Vol. VI, No. 2,…

ELIC – Executive Life – California To bolster their statutory surplus and reported financial condition, the four insurers reduced policy reserves on their balance sheets through reinsurance transactions and received from their parent holding companies millions of dollars in surplus infusions and loans. Although reinsurance is a legitimate practice in the life insurance industry to…