People
Robert Rikard
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…
Read MoreBen Baldwin
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 – 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 Recommendations…
Read MoreGretchen Morgenson
Gretchen Morgenson ?-1997-? – Forbes Years-? 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 – dn790009.ca.archive.org/0/items/forbes159aprforb/forbes159aprforb.pdf 1997 0407…
Read MoreBurt Meisel
Burt Meisel 2004 0701 – ThinkAdvisor – Why Didn’t Burt Tell Us to Buy Whole Life?, By Burt Meisel – [link]
Read MoreDavid Walker
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…
Read MoreAndy Panko
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]
Read MoreMoshe Milevsky
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…
Read MoreDavid Kinder
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…
Read MoreWade Pfau
Wade Pfau youtube.com/@retirewithstylepodcast 1977 – Born Years?- BA and BS – University of Iowa 2003 – MA and Ph.d (2003). – 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…
Read MoreAllen Stanford
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.…
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