Social Media – Topics – Page 2

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…

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! -…

2015 – LC – Charles Oliver v. Burgess (CFLID – Center for Life Insurance Disputes) 2015 – LC – Charles Oliver v. Burgess (CFLID – Center for Life Insurance Disputes) — [BonkNote] 6:2015cv00306 Florida Middle District Court 02/27/2015 06/04/2015 Pacer – Yes Docket – 1p

Swiss Army Knife 1995 – Variable universal life: The “Swiss army knife” of financial planning. Journal of the American Society of CLU & ChFC, 49(3), 22-25, by Ben Baldwin – 1998 1214 – Forbes – When costly insurance makes sense: For most people, whole life is a bad buy. Are you one of the exceptions?…

Sales Strategies Bank on Yourself Pamela Yellen BTID – Buy Term and Invest the Difference BYOB – Be Your Own Banker Kai-Zen LEAP – Lifetime Economic Acceleration Process Flex Method IBC – Infinite Banking Concept Nelson Nash Laser Fund Doug Andrew LIRP – Life Insurance Retirement Plan David McKnight Missed Fortune Doug Andrew MPI…

Primerica – A.L. Williams – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A Alan Press Always Marco – Primerica Arthur Milton Art Williams A.L. Williams A.L. Williams A.L. Williams – Lawsuits A.L. Williams – Media A.L. Williams – Pyramid Scheme Back to top B BTID – Buy Term Invest the Difference Back to top C Charles Adams Back to top…

401k 2014 0403 – Retirement Income TV – Private Pension Plan Overview – Replace 401k with BEST PLAN on Earth – ZERO Losses/Tax-Free Income – [VIDEO-YouTube-26:25] “Beats the pants off” Magic Compound interest 11 – Planting Seeds 12 – Dwarfed 12 – Harvest 15 – Can’t Lose Money 23 – Securities Brokers can’t sell you an…

DOL – Fiduciary Rule – Media 2016 04 – Morningstar – New Fiduciary Rule More Pro-Investor Than Previous Iteration – [Scott Cooley] – [VIDEO-YouTube-05:04] 2016 0628 – Morningstar – The DOL Fiduciary Rule: Winners and Losers – [Michael Kitces] – [VIDEO-YouTube-09:50] RIAs Products Distribution vs Advice 2 – Training 3 – CFP, Broker-Dealer – Fee-Based…

Agency Law Principal-Agent 2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability — [BonkNote] CLHIA – Canadian Life and Health Insurance Association – Lyne Duhaime – [FSRA-2023-015] – 2024 0223 – 10p Reliance on Agency Law falls short: In practical terms, the vast majority of MGAs operate independently and support…

2022 0510 – Letter – IMG to FTC – Integrity Marketing Group – Deceptive or Unfair Earnings Claims – [2022-0020-1575] 2022 0510 – Letter – IMG to FTC – Integrity Marketing Group – Deceptive or Unfair Earnings Claims – [2022-0020-1575] — [BonkNote] — [16p-link] Authority – Actual Authority, Apparent Authority (p2) – Integrity’s nearly 5,500…