People
Mike Yanacheak
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…
Read MoreRalph
Ralph Ralph Nader Ralph Nader Didn’t Say It
Read MoreNeil Barofsky
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.…
Read MoreAllen Booth
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 ….…
Read MoreRobert 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 – 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…
Read MoreGretchen Morgenson
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…
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]
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