People – Page 12 – [BonkNote]

Ed Slott Heroes of Zero — [BonkNote] The American College – theamericancollege.edu///ed-slott-companys-ira-success 2005 – NAEPC Hall of Fame Award Recipient irahelp.com/ – Ed Slott and Company youtube.com/@EdSlottandCompanyIRA PBS 2017 0818 – ThinkAdvisor – Your 5 Best Arguments for Life Insurance (Besides the Death Benefit), By Ed Slott – [link] IRAs are bad assets; life insurance is…

Jeff Robinson Jim Anderson is revered, but I think he did a disservice to the industry by coming out with that product. [Bonk: product = Universal Life] UL is a horror. — Who understands UL? The home office doesn’t. Maybe they do now. The IT department doesn’t. The owner doesn’t. — Jeff Robinson 2003 -…

Cecil Bykerk 2008-09 – President – SOA, Society of Actuaries 2013 – President – AAA, American Academy of Actuaries The Actuarial Foundation – Emeritus Trustees – 2023 2013 0412 – Letter – AAA to WSJ, Wall Street Journal, Cecil Bykerk, President of the American Academy of Actuaries re: Pensions, Guessing – 1p Cecil Bykerk: Those…

Dwight Bartlett Dwight K. Bartlett 1983-84 – President, SOA, Society of Actuaries 1990’s – Maryland Insurance Commissioner 1995 06 – SOA – Actuaries in regulation influencing the future of industry, by Dwight K. Bartlett, III, The Actuary, Society of Actuaries – 3p The NAIC has recently charged its Insolvency(Ex5) Subcommittee with considering the need for…

Yves Smith 2010 1011 – FCIC – ypfs.som.yale.edu/library/fcic-staff-audiotape-interview-yves-smith-aurora-advisors FCIC – Bond Insurers knew the bonds were Single A not Triple A 2011 0131 – HuffPost – FCIC Report Misses Central Issue: Why Was There Demand for Bad Mortgage Loans? – It is remarkable that the FCIC, with its access to industry figures and its subpoena…

Mark Zandi 2010 0113 – FCIC – Hearing- Session 3: Financial Crisis Impacts on the Economy Mark Zandi, Chief Economist and Cofounder, Moody’s Economy.com – 17p

Orrin Hatch Orrin Hatch – (R-UT) 1977-2019 – US Senator 1992 0428 / 0505 – GOV (Senate) – Insurance Guaranty Funds and the Involuntary Transfer of Insurance Policies, (CSPAN) Insurance Policy Transfers – Howard Metzenbaum (D-OH) — [BonkNote] 1995 0404 and 0726 – GOV (Senate) – Punitive Damages: Tort Reform and FDA Defenses, Orrin Hatch (R-UT) -…

The Actuarial Foundation – Emeritus Trustees The Actuarial Foundation – Emeritus Trustees – 2023 — [BonkNote] Cecil Bykerk Sam Gutterman engage.soa.org///Sam-Gutterman Anna M. Rappaport Charles E. Rohm Walter S. Rugland David K. Sandberg Thomas C. Sutton Mavis A. Walters Charles E. Rohm, This leads to the second attitude adjustment that is needed. The old distinction…

Bartley Munson AAL – Aid Association for Lutherans SOA – Committee on Truth in Life Insurance of the Society of Actuaries – Bartley Munson, Chairman TILI – Truth In Life Insurance Bart Munson (William M. Mercer Inc.) noted that life insurance disclosure issues have been the subject of ongoing debate for years and that extensive work…

Hal Phillips Hal Phillips, aka William H. Phillips, aka W. Harold Phillips senior life actuary with the California Department of Insurance One regulator [W. Harold Phillips (Hal), Senior Life Actuary – CA) summarized the problem in his department – Attachment Two-A: Misleading illustrations are structured as inducements to buy rather than helpful tools to understand the workings…