Laurence Kotlikoff ESPlanner, not MaxiFi maxifiplanner.com/our-president 1985 – NBER – Life Insurance of the Elderly: Adequacy and Determinants, by Alan J. Auerbach and Laurence J. Kotlikoff – 51p 1987 – AP – Life Insurance of the Elderly: Adequacy and Determinants, In Work, Health, and Income among the Elderly. Washington, DC: The Brookings Institution, by Auerbach,…

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Tax-Free Income 2011 – SOA – Tax Diversification in Retirement Planning, by Gregory C. Freeman, Society of Actuaries – 26p Cash Value Life Insurance 2 – Tax considerations impact many financial and investment decisions; for example, clients may accept lower returns of municipal bonds just to avoid income taxes. Others will pay insurance charges to gain…

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The Wealthy Idiots youtube.com/@TheWealthyIdiots 2023 0225 -The Wealthy Idiots – Indexed Universal Life Debunked | Reaction to Doug Andrew & Market Volatility – [VIDEO-YouTube-36:01] 2023 0307 – The Wealthy Idiots – Life Insurance…The Trillion Dollar Scam? – [VIDEO-YouTube] 31 – Doug Andrew – LC – Cressy 36 –  2023 0408 – The Wealthy Idiots – The…

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Roccy DeFrancesco youtube.com/@StrategicAdvisor stopirarescue.com/ WPI – Wealth Preservation Institute Global Advisors – YouTube FeeOnlyAdvisors.net 2024 0725 – BetterWealth – Exposing Curtis Ray: Attorney Reveals The Dangers of MPI – [Roccy DeFrancesco]  —  [BonkNote]  —  [VIDEO-YouTube-28:22] stopirarescue.com/ira-rescue-schemes-to-avoid/ Back in the day, my industry nemesises, Doug Andrew (missedfortune101.com – [Bonk: Bad Link]) and Marion Snow (stopsittingonyourassets.com/ stopsittingonyourassets.com),…

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Guy Baker 2023 0918 – Dustin Wylie – Episode 3: Guy Baker Ph.D., MBA, MSFS, CEPA on Whole Life vs Universal Life with 58 years experience – [VIDEO-YouTube-45:58] 18 – Universal Life same policy mechanics as Whole Life 31 – Can’t lose money –  Infinite Banking –  2022 0915 – InsuranceNewsNet – Can Life Insurance Rescue…

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Seed – Harvest Doug Andrew Eric Olson 7-Figure Squad – Matt Sapaula “seed” “harvest” “roth” Van Mueller  Tom Hegna FFL Doug Andrew  1999 1102 – Salt Lake City – The Roth IRA A step In The Right Direction – However, There’s A Better Way To Have Tax-Free Retirement Income Without All The Strings Attached! -…

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Primerica vs Marco Moukhaiber – Always Marco 2023 – LC – Primerica vs Marco Moukhaiber – [Always Marco]  —  [BonkNote] Action No.: Q2303 13143 Court – Court of King’s Bench of Alberta Judicial Centre – Edmonton eservices.alberta.ca/court-of-kb-civil-search-request.html law-faqs.org/alberta-faqs/courts-and-court-services/searching-court-records/ albertacourts.ca/kb/about/locations-and-sittings/location-detail/edmonton 2023 – Infiltrating a Pyramid Scam: Primerica by AlwaysMarco – [VIDEO-YouTube-42:34] 2023 – Coffeezilla / The…

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Philip Polkinghorn ?-1986-? – Consultant with Tillinghast, a Towers Perrin Company out of Jacksonville, Florida 1986 – SOA – New Forms of Agency Compensation — Impact On Product Design And Company Profitability, Society of Actuaries – 42p 2013-Current (as of 2024) – Americo – President NAIC 2004 Proceedings of the NAIC  Life and health actuarial…

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