Grady Polcyn youtube.com/@GradyPolcyn VP of Family First Life America 2023 0328 – Grady Polcyn – IULs: What Are They and How Do You Find Them? – [VIDEO-YouTube-21:44] Client Example – Mary – 79 yo woman – UL –  UL History – BTID – Is this even Life Insurance –  Target Premium – Minimum Premium 6 – How…

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Steve Leimberg leimbergservices.com/ leimberg.com/About/Meet-Our-Team/Steve-Leimberg 2022 – legacy.com///stephan-leimberg-obituary 2018 1215 – Leimberg Newsletter – #2671 – 50p

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Barry Flagg Verlalytic 2017 0522 – Veralytic – Criticism of Hybrid Life Insurance Products – [Barry Flagg] – [VIDEO-YouTube-46:56] SEC 151A, Harkin Amendment Red Flags 35 – HyperFunding –  [Bonk: Curtis Ray – MPI-?] Indexed Loans 46 – Premium Financing [Bonk:  Participation Rates / Cap Rates [Bonk: 2012 0110 – BrokersAlliance – Introduction to Indexed Universal…

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Larry Rybka Valmark 2021 – NAEPC Hall of Fame Award Recipient 2005 07 – JFSP – Guesses, Projections, Promises and Guarantees, Journal of Financial Service Professionals, by Lawrence J. Rybka, J.D., CFP® – 11p 2019 10 – NAEPC JOURNAL – How to Retire in the Magical Retirement Income in the Clouds, Issue 32, by Lawrence…

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Curtis Ray compoundinterest.com/ SunCor MPI® Premium Strategy Curtis Ray – Comments About – Curtis Ray – What Happens To MPI® In A Down Market? – 8 – Reloc (known as a Participating Loan) in an IUL – [Bonk: bottom of screen in Video] Intro to MPI® Premium Strategy – issuu.com/eeup/docs/intro_to_mpi_premium_strategy_2023 2022 – The Homeboys -…

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Rockefeller 2003 0719 – NYT – Wealthy Family Is Suing Lawyer Over Tax Plan, By David Cay Johnston – [link-Paywall Free] A number of wealthy Americans, including at least one Rockefeller, bought similar insurance plans devised by the tax lawyer to escape billions of dollars in gift and estate taxes, according to insurance, legal and accounting…

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Sean Covi Declaration of Sean L. Covi, Agent – Doc 258 – 2010 0710 – 11p 2000s – LC – Walker v LSW (Life Insurance Company of the Southwest) —  [BonkNote] I tell clients that the cash value is guaranteed not to go down when the market goes down because the cash value has a 0%…

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Mckensy Long youtube.com/@MckensyLong WFG – World Financial Group Eric Olson and World Financial Group Lawsuit 2023 0203 – Always Marco – He Flopped On Our Debate So I’m Doing THIS Instead – [re: Mckensy Long – WFG – World Financial Group]  —  [BonkNote]  —  [VIDEO-YouTube-02:25:29]   2022 0322 – Mckensy Long  – 5 RED FLAGS: To…

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David Hippen When universal life was first popularized about 20 years ago, there was considerable controversy with regard to nonforfeiture compliance. Was it term plus a side fund? Whole life with flexible premiums? Or something entirely different? 2001 – SOA – Universal Life, No-Lapse, and the Law vs. Free Markets, Society of Actuaries, by David…

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