People – Page 2 – [BonkNote]

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 stopirarescue.com/ira-rescue-schemes-to-avoid/ Back in the day, my industry nemesises, Doug Andrew (http://www.www-missedfortune101.com/) and Marion Snow (http://www.www-stopsittingonyourassets.com/), told readers incorrectly to remove money from their IRAs to fund cash value life. Why? So readers could move money from a “tax-hostile” environment to a “tax-free”…

Rick Urso 1994 0603 – The Tampa Tribune – Fired Exec Urso Sues MetLife, by Cheryl Jackson – [link-Newspapers.com] Former Metropolitan Life Insurance Co. manager Rick Urso sued the company, executives and former sales representatives Thursday, claiming MetLife reneged on a $1 million severance agreement and instead made him into a public scapegoat. The company is…

MetLife – People

Guy Baker 2023 0918 – Dustin Wylie – Episode 3: Guy Baker Ph.D., MBA, MSFS, CEPA on Whole Life vs Universal Life with 58 years experience – [VIDEO-YouTube-45:58] 18 – Universal Life same policy mechanics as Whole Life 31 – Can’t lose money – Infinite Banking – 2022 0915 – InsuranceNewsNet – Can Life Insurance Rescue…

Charles D. Adams Born: 1936-? A.L. Williams Mastermind 1990 1111 – Asbury Park Press – This Isn’t Just Insurance: When A.L. Williams Pitches, Agents Listen, by Ames Alexander — [BonkNote] Lifetime Security Insurance of Denton, TX LSL Corporation of Denton, TX Progressive National Corporation, Illinois Holding Company Progressive National Life Insurance SEC Arkansas, Missouri, Texas, Georgia From Leachville,…

Philip Polkinghorn ?-1986-? – Consultant with Tillinghast, a Towers Perrin Company out of Jacksonville, Florida 1986 – SOA – New Forms of Agency Compensation — Impact On Product Design And Company Profitability, Society of Actuaries – 42p 2013-Current (as of 2024) – Americo – President …some people view the UL fund mechanics as an opening…