People – Page 3 – [BonkNote]

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

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,…