Snippets
Policy Information – Snippets
Policy Information – History Market Conduct Surveillance Task Force “RULES GOVERNING THE ADVERTISING OF LIFE INSURANCE” 1987/1988 – ACLI STATEMENT ON BEHALF OF THE AMERICAN COUNCIL OF LIFE INSURANCE TO THE NAIC (A) COMMITTEE’S TASK FORCE ON LIFE INSURANCE COST DISCLOSURE, December 15, 1981 Since universal life insurance was then being marketed only on a…
Read MoreLook – Blumenthal Deposition
Look – Blumenthal Deposition 2009 – LC – Blumenthal v New York Life — [BonkNote] In my experience very smart people don’t really know what all the components mean. I feel like it does lead to confusion. So, I think … if you can refer to the eventual illustration and just show the cash value. — Teresa…
Read MoreLawsuits – VIDEOS – Clips
Legal Cases – Video – Snippets 15-55809 Joyce Walker v. Life Ins. Co. of the Southwest https://www.bonknote.com/wp-content/uploads/walker-v-LSW-1-442.mp4 15-55809 Joyce Walker v. Life Ins. Co. of the Southwest – Snippet 1 – 4:42 Words: Bait and Switch, Illustration, Fees, “a lie”, Reliance, Working with Independent Financial Advisors, Misleading Elements https://www.bonknote.com/wp-content/uploads/15-55809-Joyce-Walker-v.-Life-Ins.-Co.-of-the-Southwest-2-147.mp4 15-55809 Joyce Walker v. Life Ins. Co.…
Read MoreDepositions
Depositions 2010 – LR – Lawyers Gone Wild: Are Depositions Still a Civil Procedure Note, Eric B. Miller – 33p Depositions are one of the most effective discovery tools in a lawyer’s arsenal. Blumenthal v New York Life 2010 – LC – Blumenthal v New York Life – Deposition of Irving Blumenthal (Exh 1 and…
Read More4 – Snippets – Short List
4 – Snippets – Short List 8/17/2016 LIIIWG CC Richard Wicka, Chair She (Stegall) said the ad hoc group also discussed tasks to help it achieve its goal, including: 1) gathering background on how the summaries are used and by whom; and 2) reviewing narrative and policy summary examples for key factors highlighted in…
Read MoreLife Insurance Illustrations Model Regulation – LIIMR – 582 – NAIC Proceedings – Citations
Life Insurance Illustrations Model Regulation – LIIMR – 582 – NAIC Proceedings – Citations NAIC Model Laws, Regulations, Guidelines and Other Resources—January 2011 LIFE INSURANCE ILLUSTRATIONS MODEL REGULATION – PC-582-1 Proceeding Citations – All references are to the Proceedings of the NAIC — [BonkNote] 1993 Proc. IB 794 In November 1992 a working group [Life…
Read MoreULMR – Universal Life Insurance Model Regulation – 585 – NAIC – Citations
ULMR – Universal Life Insurance Model Regulation – (MDL-585) – NAIC – Citations ULMR – Universal Life Model Regulation – MDL-585 – Citations – NAIC — [BonkNote] NAIC – Universal Life Insurance Model Regulation (MDL-585): – 22p Chronological Summary of Actions 1984 Proc. I 6, 31, 376, 514, 515-526 (adopted). 1988 Proc. I 9, 19-20,…
Read More4 – Home- Keep 202106
4-Home Academic | Actuarial | Government | Industry | Law | Regulation | Policies Three – NAIC Working Group Notes Four – MAIN Five – Academic Six – Actuarial Seven – Consumer Reps Eight – Government Nine – Industry -A) ACLI -B) NAIFA …
Read More1993 – SOA – Sales Illustration – We Can’t Live With Them, But We Can’t Live Without Them!, Society of Actuaries — 28p
1993 – SOA – Sales Illustrations – We Can’t Life With Them, But We Can’t Live Without Them! – Snippets 1993 – SOA – Sales Illustrations – We Can’t Life With Them, But We Can’t Live Without Them!, Society of Actuaries — [BonkNote] — 20p Judy Faucett, former chairperson of the Society Task Force on…
Read MoreLaw Reviews – Snippets
Law Reviews – Snippets 1900 – 1949 1919 – LR – The Delivery of A Life-Insurance Policy, Edwin W. Patterson – 26p …it seems well to indicate the steps of negotiation, reflection, drafting, etc., which take place in the usual life-insurance transaction… 1950 – 1959 1950 – LR -The Special Nature of the Insurance Contract:…
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