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Charles 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…
Read MoreDaniel Gottlieb
Daniel Gottlieb 2012 – AP – Prospect Theory Life Insurance and Annuities, by Daniel Gottlieb – 54p 2012 – NBER – Narrow Framing and Life Insurance, Working Paper 18601 – by Daniel Gottlieb and Kent Smetters – 38p 2016 – AP – Lapse-Based Insurance, by Daniel Gottlieb and Kent Smetters – 83p This paper was previously titled “Narrow…
Read MoreElan Moas
Elan Moas 2023 – Book – Lapsed: The Universal Life Insurance Whistleblower, by Elan Moas Elan Moas – LAPSED, The Universal Life Insurance Whistleblower – [VIDEO-YouTube-03:37] 2023 1109 – Power of Zero / David McKnight – Why Elan Moas Is Wrong about IULs – [VIDEO-YouTube-00:45] 2024 0214 – For Advisors By Advisors – Will the Universal…
Read MoreDavid Macchia
David Macchia youtube.com/@DavidMacchiaInnovation 2024 0417 – David Macchia – John Hilton: DOL Adds Significant Legal Liability to Producers – [VIDEO-YouTube-01:49] 2024 0417 – InsuranceNewsNet.com – DOL fiduciary adds significant legal liability to producers, panel agrees, By John Hilton – [link]
Read MoreJohn Hilton
John Hilton 2024 0116 – InsuranceNewsNet.com – Hearing speakers trade barbs on whether DOL fiduciary rule hurts or helps, by John Hilton – [link] 2024 0415 – InsuranceNewsNet.com – Trade groups express concern about regulatory process on DOL fiduciary rule, by John Hilton – [link] A group of 11 industry trade associations sent a letter to…
Read MoreMichael Hutchison
Michael Hutchison Crown Life I believe that there is an urgent need for the life insurance industry to answer the accusations of its critics who say that its failure to disclose accurately the price of its products to its policyholders has led to a noncompetitive situation detrimental to the interests of policyholders and the public.…
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