itm21st itm21st.com/ 2018 – itm21st -The TOLI Handbook – 155p CHAPTER 6: The Mechanics of the Universal Life Chassis

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FIP – Future Income Payments receiverkohnfip.com/message-from-receiver.php  Joseph C. Peiffer, President, Public Investors Advocate Bar Association (PIABA) fiplawsuit.com/representative-cases/ Scott Kohn Shurwest Securian – Minnesota Life Pacific Life Doug Andrew “wealth architects”, Aaron Andrew, Paramount, Live Abundant  Edward Storer Civil Action No: 2018-CP-23-04010 mechanisms and the Life Insurance Retirement Strategy a/k/a IRA Reboot https://www.greenvilleonline.com/in-depth/news/2019/11/05/veterans-disability-loans-scam-future-income-payments-greenville-news/2448601001/ https://www.scribd.com/document/433067395/Future-Income-Payments-Indictment 2019 0923 – The Greenville News…

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Current Events Primerica Always Marco – Primerica 2023 – LC – Primerica vs Marco Moukhaiber – Always Marco  —  [BonkNote] [Primerica – The Bear Cave Report – [BonkNote]]  2024 0418 – Report – The Bear Cave – Problems at Primerica (PRI), by Edwin Dorsey – [link] GSPartners v behindmlm  FSRA – Ontario, Canada  DOL – Fiduciary FSOC FSOC – Docket…

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BrokersAlliance youtube.com/@BrokersAlliance brokersalliance.com/ Steve Savant Eric Palmer Guests Sheryl Moore Bobby Samuelson  2012 0110 – BrokersAlliance – Introduction to Indexed Universal Life – [Sheryl Moore] – [YouTube-27:23] 26 – Sheryl Moore: What your Agents need to know about. And that is what is the integrity of the renewal rates with the company that you are…

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Sheryl Moore Mooremarketintelligence.com/ “You Deserve Moore – The Most Connected Person in the Insurance Biz” winkintel.com/insurance-basics/life-insurance/ This permanent type of insurance provides lifetime coverage if performance warrants, as well as minimum guaranteed cash values and death benefits (like traditional Universal Life). A consumer cannot lose their principal due to fluctuations in the market with this…

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BTID – Buy Term and Invest the Difference Term Life Insurance A. L. Williams, Term-ites, Universal Life Insurance In the last two years a new product has surfaced – combining the buy term and invest the rest into one product which is tax sheltered from the buyer’s point of view. This product is the so-called…

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7702 – IRC – Internal Revenue Code IRS – Section 7702.—Life Insurance Contract Defined – irs.gov/pub/irs-drop/rr-05-6.pdf jct.gov/publications/?searchWithin=7702&sort=dateASC&it=content&mpp=48 Christian J. DesRochers, John T. Adney Robert MARKS: Do any companies have concerns regarding not being able to charge a premium that would be high enough to mature the policy on a current interest rate basis with the…

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Performance Benefits Coverage Period Historical Performance Policy Performance, Variability, UL Description Results Outcomes Cost – 2000 – AP – The Nature and Causes of Variation in Insurance Policy Yields: Whole Life and Universal Life, Journal of Insurance Issues, 2000, 23, 1, pp. 30–47, by James M. Carson and Mark D. Forster – 18p The actual versus…

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