Policies – [BonkNote]

Retirement Income Plan Retirement Income Plan In the past decade or so, the once-sharp distinction between insured pension plans and non-insured pension plans has greatly diminished. Now, it is perhaps more meaningful to discuss a spectrum rather than a dichotomy. While many plans do not involve an insurance company, many others do, to one degree…

LIRP – Life Insurance Retirement Plan – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A Affinity Life Back to top B Bobby Samuelson Back to top C CSO Back to top D David McKnight Dots – Letter Dots – Policyholder Runs Back to top F FSOC – MetLife FSOC – MetLife – Explanation of the Basis of the Financial Stability…

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

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…

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…

Equity Index Insurance Products 1981 – SOA – Indexed Coverages for Individual Contracts, Society of Actuaries – 26p 1997 – govinfo.gov/content/pkg/FR-1997-08-27/html/97-22597.htm SECURITIES AND EXCHANGE COMMISSION – 17 CFR Part 230 – [Release No. 33-7438; File No. S7-22-97] – RIN 3235-AH23 – Equity Index Insurance Products – ACTION: Concept release; request for comments. SUMMARY: The Securities and…

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…

American Amicable – Horizon Life Insurance americanamicable.com/internet/POS/products/HLMIL.htm 2005 1117 – GOV (Senate) – A Review of the GAO Report on the Sale of Financial Products to Military Personnel, Richard Shelby (R-AL) — [BonkNote] https://www.floir.com/siteDocuments/LH-Exams/American-AmicableLifeTXMulti-StateRegSettlementAgreement.pdf https://www.af.mil/News/Article-Display/Article/128924/insurance-companies-to-pay-back-gis-for-deception/ https://militarymoneymatters.org/2023/04/15/sharks-still-circling-the-military-bases-life-insurance-sold-as-investments/ https://www.deseret.com/2006/8/4/19966879/firm-that-targeted-servicemen-settles/ https://www.thefreelibrary.com/Selling+insurance+to+soldiers-a0131435620 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…

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…

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…