People – Page 3 – [BonkNote]

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

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 NAIC 2004 Proceedings of the NAIC Life and health actuarial…

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…

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”