Sales Strategies – Page 3

MetLife – 50/50 Plan Mohney v. Forney 1996 – United States District Court for the Western District of Pennsylvania (D.C. Civil No. 96-cv-00854) 2003 – THIRD CIRCUIT – UNITED STATES COURT OF APPEALS No. 03-1436 2004 – Opinion – 13p 1998 – LC – Richard Sabo v. Metropolitan Life Insurance- casetext.com/case/sabo-v-metropolitan-life-insurance-company Court: United States Court of…

IRP – Insured Retirement Plan Canada SOA – 1950s 1950 – SOA – Discussion – Actuarial Note: The Valuation of Self-Insured Retirement Plans, Society of Actuaries – 7p 1959 – SOA – Gain and Loss Analysis for Pension Fund Valuations, Society of Actuaries – 61p

IRA Reboot FIP – Future Income Payments Minnesota Mutual Life Pacific Life Shurwest Melanie Jo Schulze-Miller Martin Gross – IRA 401K Reboot – [VIDEO-YouTube-01:42] 2021 – LC – Dolores Stegelin, Wayne Gugel, and Anne H. Rack v. Pacific Life Insurance Company Civil Action – 3:21-cv-01444-BHH 2022 0302 – Reif Law Firm – 12 Million Awarded…

Dan Sullivan strategiccoach.com/ strategiccoach.com///dan-sullivan/ The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better,, The Laws of Lifetime Growth and The Advisor Century. 1995 or 1998 – Book – The 21st Century Agent; Thriving as an Entrepreneurial Life insurance Agent at the Onset of the 21st Century, by Dan Sullivan

MetLife – Nurses Retirement Savings Plans 1994 0116 – Bloomberg – Policies Of Deception?, By Suzanne Woolley and Gail Degeorge – 1996 – LR – Derivative Actions by Policyholders on Behalf of Mutual Insurance Companies, by Theodore Allegaert, The University of Chicago Law Review, Vol. 63, No. 3 (Summer, 1996), pp. 1063-1097 (35 pages), Published…

The Military Retirement Blueprint youtube.com/@USVWTV usvetwealth.com

Dave Ramsey 2022 0908 – The Ramsey Show Highlights – This Is Why Universal Life Insurance Is CRAP! – [VIDEO-YouTube-05:04] TikTok – Young People are gravitating to UL. Investing in UL. Commissions made are insane IUL is a newer version of an old bad idea. Components – ART, all life insurance gets more expensive every…

Ethos ethoslife.com/agents/ethos-iul-resources/ FFL – Family First Life Ameritas Knockout Guide Field Underwriting Guide Policy Highlights GFI – Global Financial Impact

Pension Advance FIP – Future Income Payments pensionrights.org/resource/the-facts-about-pension-advances/ – Book – Pension Advance Companies: Questionable Business Practices, Cassidy L. Waller (Editor) Chapter 2 – Pension Advances: Not So Fast (pp. 61-64) – Federal Trade Commission CFPB – I was offered a pension advance. What is this? What should I look out for?. The Consumer Financial Protection…

MLM – Multi-Level Marketing Pyramid Scheme FTC – Business Opportunity Rule – [link] 2022 0310 – FTC – Proposed – Deceptive or Unfair Earnings Claims, Federal Trade Commission PHP – People Helping People Primerica A.L. Williams American Can Company PFS CitiGroup WFG – World Financial Group Warren Buffett – Pampered Chef is based on selling to…