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Guy Baker
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…
Read MoreCharles D. Adams
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,…
Read MorePhilip Polkinghorn
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 NAIC 2004 Proceedings of the NAIC Life and health actuarial…
Read MoreJerome Golden
Jerome Golden Jerry Golden Jerome S. Golden NAIC – Variable Life Insurance Task Force -?- Monarch -?- Equitable 1987-? – Founder – BT Variable, originally named the Golden Financial Group, which he founded in 1987 1999-2005 – Founder – GRR – Golden Retirement Resources, Inc 2005-? – MassMutual pv – Jerome S. Golden is president…
Read MoreMatt Sapaula
Matt Sapaula PHP – People Helping People 7 Figure Squad 2019 0614 – 7 Figure Squad – Matt Sapaula – How the Rich Get Richer Using Life Insurance ft. Douglas Andrew – [VIDEO-YouTube-42:35] – People don’t know what they don’t know – Awareness 26 – “Strategic Rollout”
Read MoreCharles Oliver
Charles D. Oliver American Equity Advisory Group Hidden Wealth SystemTM youtube.com/@TheHiddenWealthSolution thehiddenwealthsolution.com/about-us/ Chuck Oliver and his Wealth Architect Team educate Baby Boomers and retirees through a unique, holistic and comprehensive planning process called – The Hidden Wealth Solution – that we believe educates Baby Boomers and retirees on how they can potentially optimize their assets and maximize…
Read MoreJoseph Peiffer
Joseph Peiffer Joseph C. Peiffer, President, Public Investors Advocate Bar Association (PIABA) peifferwolf.com/future-income-payments-lawsuit-securities-fraud/ fiplawsuit.com/representative-cases/ 2024 0215 – GOV (House) – Protecting American Savers and Retirees from DOL’s Regulatory Overreach, Bob Good (R-VA) [PDF-, VIDEO-YouTube-02:06:21] edworkforce.house.gov/calendar/eventsingle.aspx?EventID=410108 2024 0215 – PIABA – Testimony – Joseph C. Peiffer, President, Public Investors Advocate Bar Association — [BonkNote] — 30p [David McFadden] 2006…
Read MoreDavid Lyons
David Lyons 1990-1994 – Iowa Insurance Commissioner Commissioner David Lyons (Iowa) asked Ms. Faucett to describe the quotation by her that had recently appeared in the New York Times. She said she was quoted as saying that if you put 10 actuaries in a room you would get 40 conclusions about what the numbers they…
Read MoreBob Wright
Bob Wright Years-? – Virginia Insurance Commission Chairman 2. Standardized Assumptions Tony Higgins (N.C.) asked the working group to consider projections into the future for only a few years of the non-guaranteed elements, and then projections further into the future of standardized assumptions or guarantees. Bob Wright said this allows a company to show how…
Read MoreAdam Sosnick
Adam Sosnick Valuetainment – PBD – Patrick Bet-David Welcome Funds, Inc. (Life Settlements) 2023 0524 – Michael Sartain – 86. Adam Sosnick – The Michael Sartain Podcast – [VIDEO-YouTube-03:47:13] 54:04 – Adam Sosnick – **The dirty little secret of life insurance – Lapses 1:05:13 ****Believing in astrology 1:08:46 Guys want to be Christopher Columbus for girls…
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