WFG – World Financial Group worldfinancialgroup.com/ worldfinancialgroup.com/solutions/life-insurance-101 youtube.com///World-Financial-Group wikipedia.org///World_Financial_Group World Group Securities SEC – 2010 – SEC – File No. 3-14132 – In the Matter of World Group Securities, Inc. – Order Instituting Administrative Proceedings Pursuant To Section 15(B) Of The Securities Exchange Act Of 1934, Making Findings, And Imposing Remedial Sanctions – 6p WMA…

Read More

Doug Andrew Doug Andrew – Index Doug Andrew – Lawsuits 2005-2007 – Media – Scott Burns – Doug Andrew  —  [BonkNote] Social Media – Index Douglas R. Andrew ?-Years-? – EF Hutton ?-1982-? – Investors Life Insurance Company (Nebraska) 1982 0908 – The Daily Spectrum – Judge schedules hearing for insurance – [link-newspapers.com] Federal Judge Aldon Anderson has…

Read More

Ed Slott Heroes of Zero  —  [BonkNote] The American College – theamericancollege.edu///ed-slott-companys-ira-success 2005 – NAEPC Hall of Fame Award Recipient irahelp.com/ – Ed Slott and Company youtube.com/@EdSlottandCompanyIRA PBS 2017 0818 – ThinkAdvisor – Your 5 Best Arguments for Life Insurance (Besides the Death Benefit), By Ed Slott – [link] IRAs are bad assets; life insurance is…

Read More

Historian Q: How Do You Eat An Elephant? … in gaining a life insurance education, one problem does present itself… the basic question is where to begin. (p1) 1961 – Book – Modern Life Insurance, by Robert I. Mehr  Hilary was a scholar with a keen eye on history. He could usually tell each speaker…

Read More

Grove v. Principal Mutual Life 1997 – LC – Grove v. Principal Mut. Life Ins. Co. (Formerly Bankers Life) Case NO. 4-97-CV-70224 District Court – Southern District of Iowa 1992 – LC – Grove v. Principal – Adjustable Life Insurance – Policy Data Page, Jerry Grove – 4p Not on Pacer.gov The Groves cannot establish that…

Read More

Information Asymmetry 1970 – AP – The Market for ‘Lemons’: Quality Uncertainty and the Market Mechanism, by George Akerlof – 15p Thirty-one years ago, Mark S. Dorfman (1972) concluded that workable competition did not exist in the market for life insurance products because of industry marketing practices that tended to exacerbate the insurance consumer’s ignorance and…

Read More

Marty Leary 1991 0810 –  Opportunities and Remedies for U.S. Finance – [VIDEO-CSPAN]  8:00 – Marty Leary, Economist Southern Finance Project – Guaranty Funds 1992 0428 / 0505 – GOV (Senate) – Insurance Guaranty Funds and the Involuntary Transfer of Insurance Policies, (CSPAN) Insurance Policy Transfers – Howard Metzenbaum (D-OH)  —  [BonkNote]  Panel 2 – Marty Leary, Southern…

Read More

2018 – Book – Statutory Valuation of Individual Life and Annuity Contracts 2018 – Book – Statutory Valuation of Individual Life and Annuity Contracts | 5th Edition — by Donna Claire, Lombardi and Summers (p323) – 14.4 Universal Life Insurance Model Regulation Flexible premium products introduce special valuation problems using traditional methods in that some…

Read More

Scott Witt wittactuarialservices.com  IULSG – NAIC – Independent Proposal Legal Cases – Expert Witness Actuary 2004 – SOA – Has the Illustrations Regulation Been Successful?, by Scott Witt, Society of Actuaries – 3p 2020 0402 – Scott Witt – A Critical Review of Indexed Universal Life, by Scott Witt – 5p 2020 0506 – Scott Witt…

Read More