Mike Yanacheak g. Clarifying “Coverage Period Description” The Working Group discussed what information is intended to be included. Mr. Yanacheak said this is intended to capture how long a policy’s term is—a term of years or for life. Mr. Birnbaum said it is intended to answer the question: If I pay my premium, this policy…

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Neil Barofsky 2000-2008 – Assistant United States Attorney for the Southern District of New York 2008-2011 03 – SIGTARP, the Special United States Treasury Department Inspector General overseeing the Troubled Assets Relief Program (TARP) 2010 0127 – GOV (House-OGR) – The Federal Bailout AIG, Edolphus Towns (D-NY)  —  [BonkNote] Tim Geithner, Hank Paulson, Neil M.…

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Allen D. Booth When a policyholder feels deceived, the disintermediation potential is enhanced. — Allen D. Booth, FSA, is a consultant in the Milwaukee office of Towers, Perrin, Forster and Crosby. He consults on product management, strategic planning and financial projections.  1982 – SOA – Universal Life Update (rsa82v8n34), Society of Actuaries – 26p ….…

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Robert Rikard  2024 1025 – LIFE180 – MPI Cease and Desist Order: Is MPI Dead? ATTORNEY REVIEW – [Robert Rikard] – [VIDEO-YouTube-01:11::39]   —   [BonkNote] Utah Rikard, Robert G. (aty) 2:2021mc00159 In re: Receiver for Scott A Kohn and Future Income Payments Utah District Court 03/16/2021 04/05/2021 Rikard, Robert G. (intv) 2:2021mc00159 In re: Receiver for Scott A Kohn and…

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Ben Baldwin 1995 – Variable universal life: The “Swiss army knife” of financial planning. Journal of the American Society of CLU & ChFC, 49(3), 22-25, by Ben Baldwin –  https://www.proquest.com/openview/9ff3e0b3fbb7867a0e560b06d397320a/1?pq-origsite=gscholar&cbl=34822 Subject: File No. S7-23-18 – .sec.gov/comments/s7-23-18/s72318-4931030-178428.htm From: Benjamin G Baldwin , Jr. Affiliation: BFA, LLC. CLU, ChFC, CFP, MSFS, MSM, AEP (Distinguished) February 13, 2019 Five…

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Gretchen Morgenson ?-1997-? – Forbes ?-2008-? – NYT – nytimes.com/by/gretchen-morgenson?inline=nyt-per Index Funds 2008 Financial Crisis CDS – Credit Default Swaps MBIA PE – Private Equity ELIC – Executive Life Insurance Company 2023 – Book – These Are the Plunderers: How Private Equity Runs—and Wrecks—America, by Gretchen Morgenson and Joshua Rosner 1997 04-05-06 – Forbes – 2002p…

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Burt Meisel 2004 0701 – ThinkAdvisor – Why Didn’t Burt Tell Us to Buy Whole Life?, By Burt Meisel – [link]

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David Walker C.P.A. -?- Coopers & Lybrand -?- Arthur Andersen 1998-2008 – Comptroller General of the United States – GAO 2008-?- Peter G. Peterson Foundation Peter G. Peterson, co-founder of the Blackstone Group, and former Secretary of Commerce under Richard Nixon, to lead his new foundation. The Foundation distributed the documentary film, I.O.U.S.A.,[7] which follows…

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Andy Panko Retirement Planning Education youtube.com/@RetirementPlanningEducation linkedin.com/in/andypanko/ theiulexperiment.com/ 2021 1013 – Retirement Planning Education / [Andy Panko] – Cash Value Life Insurance as a Retirement Income Tool (Facebook Live, October 13 2021) – [Chris Kirkpatrick – LIFE180]  —  [BonkNote]   —  [VIDEO-YouTube-01:10:58]

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