People – Page 2 – [BonkNote]

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 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…

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…

Andrew Tobias 1982 – Book – Invisible Bankers: Everything the Insurance Industry Never Wanted You to Know, by Andrew Tobias 1983 0424 – The Tennessean – The Only Life Insurance Guide You Will Every Need, by Andrew Tobias Page 88 – newspapers.com/article/the-tennessean/148849543/ Page 90 – newspapers.com/article/the-tennessean/148849700/ 1984 0411, 0503, 0510, 0628, 0913 – GOV (House)…

Scott Burns Scott Burns – Doug Andrew — [BonkNote] Laurence J. Kotlikoff scottburns.com/ scottburns.com/biography/ “The Coming Generational Storm” (MIT Press, 2004) was co-authored with Boston University economist Laurence J. Kotlikoff – [Scott Burns]. The book was endorsed by five Nobel laureates, listed as one of the 25 best books of 2004 by Barron’s, and named…

Heroes of Zero heroesofzero.live/ Learn urgent, cutting-edge strategies to shield your clients from the coming tax storm. For the first time ever, renowned retirement legends David McKnight, Ed Slott, Tom Hegna and Van Mueller share the stage to bring you the most cutting-edge retirement planning education in the industry! Tom Hegna David…