People – Page 6 – [BonkNote]

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…

Curtis Ray compoundinterest.com/ SunCor MPI® Premium Strategy Washington – Cease and Desist 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…

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…

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] p7 – 20. I tell clients that the cash value is guaranteed not to go down when the market goes down because the cash…

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…

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…

Douglas Doll 1994 05 – SOA – Factuaries: Douglas Doll, The Actuary, Society of Actuaries – 2p 1994 – Life insurance consultant at Tillinghast/Towers Perrin With this product, the mechanic is “unbundled” and open. But events that are now observable may be misinterpreted. [Bonk: “this product” = Universal Life] — Douglas Doll 1988-2, NAIC Proceedings…

Michael Mateja Actuary 1991 – LC – Crown Life v. Casteel – 98-0218 – [BonkNote] Michael Mateja – Expert Witness – Crown Life – Actuarial – [Shane Chalke Consulting] / Chalk (sp) 1987 – SOA – Research of the Committee on Valuation and Related Areas. Society of Actuaries – 28p Reports were given by the chairmen of…

John Oxendine 1995-2011 – Georgia Insurance Commissioner Military Sales Working Group – NAIC 2005 1117 – GOV (Senate) – A Review of the GAO Report on the Sale of Financial Products to Military Personnel, Richard Shelby (R-AL) 2024 0322 – justice.gov – Former Georgia Insurance Commissioner John Oxendine Pleads Guilty in Health Care Fraud Scheme…