People – [BonkNote]

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

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…

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]

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 2018 0122 – The Financial Advocacy Podcast / David Kinder – Van Mueller | State Farm Agent Training Feb 2017 (Complete) — [BonkNote] — [VIDEO-YouTube-04:04:06] insurance-forums.com – [re: Doug Andrew] — [BonkNote] 2024 0503 – The Financial Advocacy / David Kinder – Podcast EP 1 Consumer Advisory Bulletin on…

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…