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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 – 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 D. Adams Back to top H…

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…

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…

Apparent Authority 2018 – LC – Ciofoletti v. Securian Fin. Grp. — [BonkNote] No. 0:18-cv-03025-JNE-ECW (D. Minn.) – filed in federal court in St. Paul, Minnesota Doc 138 – Transcript – June 23, 2020 p27 – It’s Vacura v. Haar’s Equipment, Inc. It’s cited in the notes to this Jury Instruction, 364 N.W.2d 387 at…

Authority Actual Authority Apparent Authority 2018 – LC – Ciofoletti v. Securian Fin. Grp. — [BonkNote] No. 0:18-cv-03025-JNE-ECW (D. Minn.) – filed in federal court in St. Paul, Minnesota Doc 138 – Transcript – June 23, 2020 p27 – It’s Vacura v. Haar’s Equipment, Inc. It’s cited in the notes to this Jury Instruction, 364…

Business Opportunity FTC – BOR – Business Opportunity Rule — [BonkNote] 2010 1010-? – FTC – Report – Disclosure Requirements and Prohibitions Concerning Business Opportunities – Staff Report to the Federal Trade Commission and Proposed Revised Trade Regulation Rule – (16 CFR Part 437), Federal Trade Commission – 174p 2011 0110 – Letter – CAI…