People – Page 2 – [BonkNote]

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…

Laurence Kotlikoff ESPlanner, not MaxiFi maxifiplanner.com/our-president 1985 – NBER – Life Insurance of the Elderly: Adequacy and Determinants, by Alan J. Auerbach and Laurence J. Kotlikoff – 51p 1987 – AP – Life Insurance of the Elderly: Adequacy and Determinants, In Work, Health, and Income among the Elderly. Washington, DC: The Brookings Institution, by Auerbach,…

Scott Burns – Doug Andrew Scott Burns Doug Andrew 2005 0904 – The Tennessean – No-equity plan has several big pitfalls – [Doug Andrew], by Scott Burns – Page E2 – newspapers.com/article/the-tennessean/148137154/ 2005 0906 – Victoria Advocate – Taking ‘Missed Fortune 101 ‘ to the reality lab, [Doug Andrew], by Scott Burns – Page 7 2006 0626…

Tony Higgins North Carolina – mid-1980s-?-1994-? – Senior Deputy Commissioner Boyd A. ‘Tony’ Higgins – Jan. 2, 2024 1993-4, NAIC Proceedings – Tony Higgins (NC) agreed that there was a problem with lack of education of the agents. 2. Standardized Assumptions Tony Higgins (N.C.) asked the working group to consider projections into the future for…

Steve Parrish 2023 – New York Life – A tax-efficient way to protect and grow wealth, By Steve Parrish – 13p

Patrick Kelly callpatrickkelly.com/ State Farm –

Roccy DeFrancesco youtube.com/@StrategicAdvisor stopirarescue.com/ WPI – Wealth Preservation Institute Global Advisors – YouTube FeeOnlyAdvisors.net 2024 0725 – BetterWealth – Exposing Curtis Ray: Attorney Reveals The Dangers of MPI – [Roccy DeFrancesco] — [BonkNote] — [VIDEO-YouTube-28:22] stopirarescue.com/ira-rescue-schemes-to-avoid/ Back in the day, my industry nemesises, Doug Andrew (missedfortune101.com – [Bonk: Bad Link]) and Marion Snow (stopsittingonyourassets.com/ stopsittingonyourassets.com),…

Rick Urso Daniel Richard Urso 20 Apr 1992, Mon Tampa Bay Times (St. Petersburg, Florida) Newspapers.com 1993 – LC – Horton v. Metropolitan Life (def. Rick Urso) 8:93-cv-01849-SDM Florida Middle District Court Date filed: 11/01/1993, Date terminated: 10/25/1994, Date of last filing: 06/23/2011 Document 1 – Filed 11/01/93 – Complaint – 37p 1994 0603 – The…

MetLife – People