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 11 – JFSP – Journal of Financial Service Professionals – When Is a Premium Not a Premium: Part 1, by Richard M Weber and Gerard J. Vanderzanden – Vol. 77, No. 6 – p31-36 – [link] 2024…

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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…

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Judy Faucett ?-1991-? – Coopers and Lybrand. Head of the task force on policy illustrations for the American Academy of Actuaries. Actuarial Consultant to the NAIC 1991 04 – SOA – Product, Market, and Distribution Strategies, by Judy A. Faucett, The Actuary, Society of Actuaries – 16p Chairperson of the SOA Task Force for Research on…

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Bill Hager Bill Hager youtube.com/@ExpertInsWitness  – 1980s-? –  AAA, American Academy of Actuaries – General Counsel  1986-1990 – Iowa Insurance Commissioner – 7/1/1986 6/1/1990 Universal & Other Plans (A) Task Force – NAIC Product Development Task Force – NAIC Focus Groups : CIDWG – Consumer Issues Disclosure Working Group – (A) – NAIC  —  [BonkNote]]…

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Michael Lovendusky Michael Lovendusky – (ACLI) Dynamic Contracts – Whistling into the winds of change Trade Secrets Focus Groups Lovendusky vs other ACLI before Michael Lovendusky, association general counsel for ACLI, described the NAIC as a conflicted 137-year-old organization and a 13-year-old organization. The older NAIC, he said, worked well with the insurance industry. “That…

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Charles Trowbridge Actuary – Principal Life Adjustable Life Insurance Adjustable Life is quite different in form from Universal Life, largely because it retains the traditional principle that savings and insurance elements are intertwined–but we shall see that the same objectives can be accomplished. — Charles Trowbridge 1976 – SOA – Adjustable Life Products, Society of…

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Walter Chapin Walter Leeds Chapin, Walter L. Chapin 1992 – SOA Obituary, p670-671 Adjustable Life Insurance Minnesota Mutual Life A product innovator of extraordinary talent, Mr. Chapin had begun thinking in the 1940s about the possibilities of a flexible life insurance policy, but saw that its complications were then unmanageable. By the 1960s, recognizing that advent…

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George R. Dinney Universal Life Insurance Great-West Life Assurance Company WHO CONCEIVED THIS INSTRUMENT? – Universal Life Insurance Subject to responsibility being accepted (and documented) by somebody else, we hold that the father is George R. Dinney, and the place of conception Winnipeg, Canada. 1981 – SOA – Who Conceived this Instrument?, by EJM, Ernest…

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Tony Spano 1990 – SOA – Quality of Life Insurance Sales Illustrations, Society of Actuaries – 16p Tony Spano (ACLI): I’m going to discuss what Norm referred to as consumer disclosure forms. ⇒  Policy Information for Applicant – Universal Life Policy – NAIC  — [BonkNote] 1993 – NAIC – Policy Information for Applicant – Universal Life – Life Insurance…

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Shane Chalke Those illustrations were too aggressive I think. —  Shane Chalke 1995 – SOA – Current Developments Surrounding Regulations and Standards of Life and Annuity Products, Society of Actuaries – 18p 1983 – SOA – Universal Life Valuation and Nonforfeiture: Generalized Model, by Shane A. Chalke and Michael F. Davlin, Society of Actuaries – 72p 1983…

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