People – [BonkNote]

Moshe Milevsky 2003 – AP – Merging Asset Allocation and Longevity Insurance: An Optimal Perspective on Payout Annuities, by Moshe A. Milevsky and Peng Chen – 20p A number of recent articles in the JFP – for example Ameriks, Veres and Warshawsky (2001), Duff (2001), Bengen (2001) and Goodman (2002) – have focused financial planners attention…

David Kinder DHK davidkinderfinancial.com/ linkedin.com/in/DHKFinancial youtube.com/@TheFinancialAdvocacyPodcast 2024 0628 – The Financial Advocacy Podcast – The Professionals’ Forum 2024: David Kinder’s Platform Speech: 5 Key Tips for How I Did It! – [VIDEO-YouTube-27:05] 9 – Thomas Love – Tax-Exempt Retirement Cash Flow 9 – Kelly Smith 10 – Dr. Sanjay Tolani insurance-forums.com – [re: Doug Andrew] — [BonkNote] …

Wade Pfau Born – 1977 2003 – Ph.d. – Princeton 2019 – Book – Safety-First Retirement Planning ——————————————————————————- ?- 2012-? – RIIA – The Retirement Income Industry Association – riia-usa.org/ Curriculum Director for RIIA 2003-2013 – teaching at the National Graduate Institute for Policy Studies in Tokyo 2013-Current – theamericancollege.edu/about-the-college/our-people/faculty/wade-d-pfau scholar.google.com/citations?user=kzxcA68AAAAJ&hl=en retirementresearcher.com/ Retirement Income Style…

Allen Stanford scribd.com/user/56136109/Stanford-Victims-Coalition govinfo.gov/content/pkg/BILLS-112sres346is/html/BILLS-112sres346is.htm 2024 0615 – SLICE Full Doc – Allen Stanford: The Man Behind One of the Biggest Fraud in History | FULL DOCUMENTARY – [VIDEO-YouTube-53:40] 4 – Birth: 1950, Mexia, Texas 4 – Father – James – Insurance 20 – Grandfather – Stanford Insurance 2009 – SEC – Securities and Exchange Commission v.…

Randy Stelk A.L. Williams Future First Financial Group 2002 0820 – Letter – David M. Levine, Conservator to Future First Investor – RE: Future First Financial Group – Now In Conservatorship – 7p 2003 – LC – MICHELSON v. Future First Financial Group, Inc., Randy Stelk, Fidelity Group, Inc., and Charles R. Sussman, Defendant-Appellants Court of…

Arthur Milton A.L. Williams <WishList> – 1987 – Who’s Right for the American Consumer, by Arthur Milton – 1990 – Book – How Your Life Insurance Policies Rob You, by Arthur Milton <WishList> – 1987 – Who’s Right for the American Consumer, by Arthur Milton – 1990 0704 – The Tennessean – State Calls Insurance on…

Alan Press 1994 0501 – NYT – Mischief Under the Travelers Umbrella, By Michael Quint – [link] “Over the years since Sandy Weill took charge, we have heard talk of cleaning up the old A. L. Williams image,” said Alan Press, who, while a competitor as a principal in Press, Fishman & Rappaport, a New York insurance…

Andrew Tobias 1982 – Book – Invisible Bankers: Everything the Insurance Industry Never Wanted You to Know, by Andrew Tobias 1983 0424 – The Tennessean – The Only Life Insurance Guide You Will Every Need, by Andrew Tobias Page 88 – newspapers.com/article/the-tennessean/148849543/ Page 90 – newspapers.com/article/the-tennessean/148849700/ 1984 0411, 0503, 0510, 0628, 0913 – GOV (House)…

Scott Burns Scott Burns – Doug Andrew — [BonkNote] scottburns.com/ scottburns.com/biography/ “The Coming Generational Storm” (MIT Press, 2004) was co-authored with Boston University economist Laurence J. Kotlikoff – [Scott Burns]. The book was endorsed by five Nobel laureates, listed as one of the 25 best books of 2004 by Barron’s, and named one of the…

Laurence Kotlikoff 1989 – NBER – How Rational is the Purchase of Life Insurance? – Alan J. Auerbach, Laurence J. Kotlikoff – 47p 2004 – Book – The Coming Generational Storm – was co-authored with Boston University economist Laurence J. Kotlikoff – [Scott Burns]. The book was endorsed by five Nobel laureates, listed as one…