Jail David Rutstein – The People that are running your company may end up in jail. 20 – Sahid – So, you are saying that Patrick Bet-David who is worth 500 Million dollars is going to end up jail? And the same … did the partnership with Integrity Marketing, a company that is worth over…

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1996 – Report of The Multi-State Life Insurance Task Force and Multi-State Market Conduct Examination of The Prudential Insurance Company of America – 270p 1996 – Report of The Multi-State Life Insurance Task Force and Multi-State Market Conduct Examination of The Prudential Insurance Company of America  —  [BonkNote]  —  270p (p8) – 33 percent of the…

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Richard Sabo ricksabo.com/ 1994 0622 – NYT – Rebuke and Revenge at Met Life – [Richard Sabo – Agent], by Michael Quint  1998 – LC – Richard Sabo v. Metropolitan Life Insurance- casetext.com/case/sabo-v-metropolitan-life-insurance-company Court: United States Court of Appeals, Third Circuit Date published: Feb 23, 1998 137 F.3d 185 (3d Cir. 1998) 1999 11 -…

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MetLife – 50/50 Plan Mohney v. Forney 1996 – United States District Court for the Western District of Pennsylvania (D.C. Civil No. 96-cv-00854) 2003 – THIRD CIRCUIT – UNITED STATES COURT OF APPEALS No. 03-1436 2004 – Opinion – 13p 1998 – LC – Richard Sabo v. Metropolitan Life Insurance- casetext.com/case/sabo-v-metropolitan-life-insurance-company Court: United States Court of…

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Delaware Department of Insurance vs. United States 2021 – LC – United States vs. Delaware Dep’t of Ins. No. 1:20-cv-00829-MN-CJB, 2021 WL 4453606 (D. Del. Sept. 29, 2021). Document 35 – MEMORANDUM OPINION – 18p 2023 – LC – United States v. Delaware Dep’t of Ins, 66 F.4th 114 (3d Cir. 2023) 2023 – LC -…

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Marie v. Pacific Life Insurance Company 2023 – LC – Marie v. Pacific Life Insurance Company  —  [BonkNote] 4:23-cv-05093, (E.D. Wash.) Date Filed: June 27, 2023 Judge: Stanley Allen Bastian 2023 0815 – InsuranceNewsNet.com – Washington state couple sues Pacific Life over IUL illustration, by John Hilton – [link] 2024 0210 – Life180 / Chris Kirkpatrick – PacLife IUL…

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IRP – Insured Retirement Plan Canada SOA – 1950s 1950 – SOA – Discussion – Actuarial Note: The Valuation of Self-Insured Retirement Plans, Society of Actuaries – 7p 1959 – SOA – Gain and Loss Analysis for Pension Fund Valuations, Society of Actuaries – 61p

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MGA – Managing General Agent 2023 1121 – FSRA – Proposed guidance on Life Insurance Agent & MGA Licensing Suitability  —  [BonkNote]  —  [link]  —  34p 2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability  —  [BonkNote] BonkNote Comment – FSRA’s Life Agent and MGA Suitability Guidance – [2023-015] – 2024 0209 – 2p…

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Cannibal Life Cannibal Life is a medium-size stock life insurance company owned by a powerful non-financial company. Its management and that of its parent company are aggressive and non-traditional; its agency organization is traditional and commission-oriented. At the urging of its parent company, Cannibal Life decides to adopt a completely new marketing strategy designed to…

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