Viatical Settlements Life Settlements 2003 0515 – GOV (House) –  2003 0515 – GOV (House) – Testimony – NAIC – Tom Gallagher, Florida – Chief Financial Officer, Department of Financial Services – 14p 2005 – LR – Viatical Settlement Industry: Does Mutual Benefits Render It Terminal? – 63p

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Cancer Insurance 1979 0613 – GOV (House) – , Claude Pepper House – Committee on Interstate and Foreign Commerce – Subcommittee on Health and the Environment The Subcommittee met to consider Chairman Pepper’s bill, The Senior Citizens Health Insurance Reform Act of 1979 1980 1029 – F.T.C. Assails Cancer Policies As a ‘Poor Buy’; Investigation…

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Investment Grade Policies (p77) – Q And what would be in the private retirement account? A At the time he called it an IGLI, investment grade life insurance policy.  2014 0415 – DOC 808 – Trial Transcript – Day 5 – Walker v LSW – 229p  —  [BonkNote] The SPI product may be marketed as a…

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Equity Index Insurance Products 1999 – SOA – The Next Generation Universal Life, Society of Actuaries —  [BonkNote]   —  30p Deanne Osgood:  I would be remiss if I didn’t mention equity-indexed universal life insurance (EIUL), because this is a fairly recent innovation that has focused on providing a more attractive accumulation vehicle. Whereas, the secondary guarantee period…

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1978 1112 – The Atlanta Constitution – New ‘Deposit Term’ Insurance Creating Uproar in Industry – [A.L. Williams], by Joe Ledlie 1978 1112 – The Atlanta Constitution – New ‘Deposit Term’ Insurance Creating Uproar in Industry – [A.L. Williams], by Joe Ledlie  —  [BonkNote] —  [link-Part 1-p-newspapers.ocm]  —  [link-Part 2-p36-newspapers.com] 12 Nov 1978, Sun The Atlanta…

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American Amicable – Horizon Life Insurance 2010 0823 – insurance-forums.com – by Green Sky (Rick) – insurance-forums.com/community/threads/term-life-w-annuity-rider.23570/#post-295555 This product used to be written by American Amicable. It was called Horizon Life. A 20 year, 7 pay term. ROP at end of 20 years. Had a side fund account that although it was not tax deferred,…

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Term Insurance On Funds  1998 0902 – Chicago Tribune – Preventing Loss with an Expensive Safety Net – [link] All fund investors want to find a way to lock in their winnings and eliminate the potential for loss. To make it happen, the fund industry would have you make a deal with the devil. When you…

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Spin Life 2006 1216 – NYT – How Spin Life Works – [Infographic] – [link] 2006 1217 – NYT – Late in Life, Finding a Bonanza in Life Insurance, By Charles Duhigg – [link]  ndlegis.gov/files/resource/60-2007/library/sb2268.pdf – p99- Insurance executives, for instance, say transactions like Mr. Margolis’s may cripple their industry and make it harder for the average senior…

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SGLI – Servicemembers’ Group Life Insurance 2011 – AP – Analysis of Servicemembers’ Group Life Insurance (SGLI) Program: History, Current Issues and Future Implications, By: Patrick M. Callan, Christopher M. Schmid, Michael Voogd – 119p

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Level Premium Whole Life Policy Without Cash Value Referring to Mr. Hutchison’s comment about the self-induced cash value fetish I wonder if he is really referring to the self-induced guaranteed cash value fetish. Many years ago life companies in the U.K. offered a level premium whole life policy without cash value, as Mr. Gustafson has…

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