People

Richard Wicka  – 2023 – OCI -Wisconsin – Chief Legal Counsel (as of 2023 01) 2023 0109 – OCI – Wisconsin – Press Release – Wisconsin Insurance Commissioner makes leadership appointments – [link] Lauren U. Van Buren has been appointed as Chief Legal Counsel to replace Richard Wicka, who is departing to pursue opportunities in the…

Mary Mealer I feel like this is like the Groundhogs Day Movie all over again almost every call.  We keep rehashing these issues.  —  Mary Mealer 2019 0903 – NAIC LIIIWG (Life Insurance Illustrations Working Group) – <Bonk> Missouri Chair – Product Standards Committee (PSC), Insurance Compact Chair – NAIC Life Insurance Buyer’s Guide Subgroup Chair…

Teresa Winer engage.soa.org/network/members/profile?UserKey=a8c2da9f-14ba-4ed8-af19-45cd4d8a8554 The first survey we did was basically of retirees: anybody  who has an FSA prior to 1960 and is still actively employed. We wanted to see what they’re doing and what kind of lessons they want to share with other people, which would feed into the Ambassador Program. It would be somebody…

Kim O’Brien CEO of the Federation of Americans for Consumer Choice facchoice.com/ AAP  – Americans for Asset Protection 2018 –  formally known as Americans for Annuity Protection 2022 0202 – fa-mag.com – Insurance Agents Sue to Overturn DOL Rule, by FA Staff – [link] The Federation of Americans for Consumer Choice, a trade group representing…

Paul J Mason Developments in the Life Insurance Industry Paul J. Mason, Jerold H. Rosenblum Practising Law Institute, 1986 – Insurance, Life – 616 pages   Wishlist 1985 – “Variable Universal Life Insurance” – Society of Actuaries. “For a good summary of the development of the NAIC Model Variable Life Regulation, Rule 6e-2 and the state and federal issues associated…

Walter Miller dignitymemorial.com/obituaries///walter-miller 1951-1986 – New York Life Insurance Company 1986-1994 –  Prudential Insurance Company (senior vice president and chief actuary for Prudential Preferred Financial Services)  Apples and Oranges We continue to put out these apples vs. oranges illustrations. We’re misleading our policyholders. We are providing the ammunition to make replacements of inforce policies with…

Vivian Zelizer Princeton sociologist Viviana Zelizer has detailed in her book “Morals and Markets,” for a long time life insurance failed to thrive in the U.S. because people didn’t like the idea of placing a value on human life, and wives often felt as if they were betting on the deaths of their husbands. Life insurance…

Solomon S. Huebner S. S. Huebner 1905 – Federal Supervision and Regulation of Insurance, Huebner – [link-jstor-28p] 1906 – – The Study of Insurance in American Universities, Huebner – [link-jstor-20p] 1917 0510 – Nature – Economics of Life Insurance – Volume 99, pages 215–216 – [link] Abstract SIX papers relating to problems of life insurance, read…

Richard Weber ethicaledgeconsulting.com/ dick-webers-presentations/ NAIC Consumer Rep Merrill Lynch completemarkets.com/article/article-post/2437/%E2%80%98stop-the-world-i-want-to-get-off-%E2%80%99/ Executive Life, 1980s LC – Walker v LSW 2023 0321 – NAIC/Consumer Liaison Committee – 6p (p3-4) – Richard Weber (Life Insurance Consumer Advocacy Center—LICAC) 5. Heard a Presentation Calling Attention to the Dilemma of Current Assumption Policy Illustrations Weber provided some simple graphic views…

James Hunt 1995 – JIR / NAIC – Life Cost Disclosure: Prospects for True Reform, by James H. Hunt – 20p JIR Consumer Federation of America Insurance Commissioner – Vermont? 1982 NAIC Proceedings – UL = WL 199x NAIC Proceedings – LIBG – Call UL Permanent STATEMENT OF JAMES HUNT, FSA, DIRECTOR NATIONAL INSURANCE CONSUMER…