Skip to content
1800s – Index
- A
- B
- C
- D
- E
- F
- G
- H
- I
- J
- K
- L
- M
- N
- O
- P
- Q
- R
- S
- T
- U
- V
- W
- X
- Y
- Z
- #
1900s – Index
- A
- B
- C
- D
- E
- F
- G
- H
- I
- J
- K
- L
- M
- N
- O
- P
- Q
- R
- S
- T
- U
- V
- W
- X
- Y
- Z
- #
1910s – Index
- A
- B
- C
- D
- E
- F
- G
- H
- I
- J
- K
- L
- M
- N
- O
- P
- Q
- R
- S
- T
- U
- V
- W
- X
- Y
- Z
- #
1920s – Index
- A
- B
- C
- D
- E
- F
- G
- H
- I
- J
- K
- L
- M
- N
- O
- P
- Q
- R
- S
- T
- U
- V
- W
- X
- Y
- Z
- #
1930s – Index
- A
- B
- C
- D
- E
- F
- G
- H
- I
- J
- K
- L
- M
- N
- O
- P
- Q
- R
- S
- T
- U
- V
- W
- X
- Y
- Z
- #
1950s – Index
- A
- B
- C
- D
- E
- F
- G
- H
- I
- J
- K
- L
- M
- N
- O
- P
- Q
- R
- S
- T
- U
- V
- W
- X
- Y
- Z
- #
1960s – Index
- A
- B
- C
- D
- E
- F
- G
- H
- I
- J
- K
- L
- M
- N
- O
- P
- Q
- R
- S
- T
- U
- V
- W
- X
- Y
- Z
- #
2020s – Index
#
-
2020s – Index
-
2020s – Newspapers
-
2020 – IAIS – Development of Liquidity Metrics – Phase I – Exposure Approach
-
2020 – SOA – Systemic Risk in China’s Insurance Industry – Society of Actuaries – 55p
-
2020 0923 – Forbes – Sounding The Alarm On Indexed Universal Life Insurance [IUL], by Ed Leefeldt
-
2021 – IAIS – Application Paper on Resolution Powers and Planning
-
2021 – IAIS – Consultation – Insurer Culture
-
2021 – LC – Mosten Investments v. Manufacturers Life – Court of Appeal
-
2021 0225 – Yale – YPFS – Lessons Learned Oral History Project: An Interview with Eric Dinallo – 19p
-
2021 0422 – Coffeezilla – Confronting Patrick Bet-David LIVE – PBD – (PHP – People Helping People)
-
2021 07 – CISRO – Comments – Principles of Conduct for Intermediaries Working Group – Stakeholder Submissions – 68p
-
2021 1119 – LIIIWG – Life Insurance Illustrations Issues Working Group – (A) – NAIC – LIAC Requested Chair Report – Richard Wicka, WI – 5p
-
2021 0602 – Doug Andrew – 3 Dimensional Wealth – What Is The Fiduciary Rule In Financial Services? – [VIDEO-YouTube-13:09]
-
2021 0728 – FSRA – Report – Insurer-MGA Relationship Review Report – 25p
-
2022 – FSRA – Principles of Conduct for Insurance Intermediaries
-
2022 – FSRA – [2022-006] – Comments – Principles-Based Regulation
-
2022 – House of Commons – Treasury Committee – Future of financial services regulation, First Report of Session 2022–23 – 68p
-
2022 – IAIS – Development of Liquidity Metrics: Phase 2
-
2022 – IAIS – Insurance Sector Operational Resilience
-
2022 – IAIS – Public consultation on draft criteria that will be used to assess whether the Aggregation Method provides comparable outcomes to the Insurance Capital Standard
-
2022 – LLQP – Life Licence Qualification Program (LLQP) Exam Preparation Manual
-
2022 – The Homeboys – LIFE INSURANCE & RETIREMENT PLANNING WITH CURTIS RAY | 🏠 Homeboys Podcast #45 – [VIDEO-YouTube-52:22]
-
2022 0221 – House of Commons – Treasury Committee – Future of Financial Services
-
2022 0310 – FTC – Consultation – Deceptive or Unfair Earnings Claims – FTC-2022-0020
-
2022 0510 – Letter – IMG to FTC – Integrity Marketing Group – Deceptive or Unfair Earnings Claims – [2022-0020-1575]
-
2022 0603 – Retirement Income Journal – NAIC Reassures Congress on Private Equity-Led Insurers, By Kerry Pechter
-
2022 0610 – IPAC Report – Potential Impact of the International Association of Insurance Supervisors’ Insurance Capital Standard on the Life Insurance Industry, Policyholders and Markets in the United States – 68p
-
2022 0908 – GOV (Senate) – Current Issues in Insurance – Sherrod Brown (D-OH)
-
2023 – IAIS – Draft – Issues Paper on roles and functioning of Policyholder Protection Schemes (PPSs)
-
2023 – VIDEO – Documentary – Madoff: The Monster of Wall Street
-
2023 0120 – Always Marco – My Plan To Take Down MLM’s – [VIDEO-YouTube-02:36:26]
-
2023 0224 – LIAC – Life Insurance Committee – (A) – NAIC
-
2023 0317 – FTC – Consultation – Trade Regulation Rule on Unfair or Deceptive Fees – FTC-2023-0064
-
2023 0415 – Always Marco – WFG Is In Trouble
-
2023 0428 – Always Marco – Debating A Member Of PHP – People Helping People
-
2023 0621 – Always Marco – Debating A Member of WFG – [VIDEO-YouTube-02:31:04]
-
2023 0705 – BetterWealth – Expert Reviews Whole Life Insurance, IUL’s, and Annuities – [Bobby Samuelson] – [VIDEO-YouTube-01:14:13]
-
2023 1006 – Family First Life Lawsuit Witnesses – PHP Agency Recruiter Interviewing Job Applicant – Scamming New Agents!
-
2023 1031 – DOL / EBSA – Fact Sheet: Retirement Security Proposed Rule and Proposed Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries – 7p
-
2023 1121 – FSRA – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability
-
2023 1126 – BetterWealth – The Last Video You’ll Ever Need On Infinite Banking | with @Mr_brrrr – [VIDEO-YouTube-01:00:44]
-
2023 1128 – LIFE180 – The Shocking Truth About Indexed Universal Life Insurance Revealed
-
2023 1129 – LIFE180 / Chris Kirkpatrick – Curtis Ray | MPI vs Whole Life| REACTION – [Garrett Gunderson]
-
2023 – LC – Eric Olson v. World Financial Group Insurance – WFG
-
2023 10 – FSRA – Report – Market Conduct: Life and Health Insurance Agents – Life Agent Thematic Examinations: Tiered Recruitment Model MGAs – 43p
-
2023 10 – FSRA – Report – Observed Practices in the Distribution and Sale of Universal Life Insurance – 15p
-
2023 1004 – LIFE180 – Indexed Universal Life Insurance Will Get Crushed Over The Next Decade – [VIDEO-YouTube-41:54]
-
2023 1121 – FSRA – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability – Comments
-
2024 0102 – Letter – ACLI to GOV-DOL / EBSA – 40p
-
2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability
-
2024 0215 – GOV (House) – Protecting American Savers and Retirees from DOL’s Regulatory Overreach, Bob Good (R-VA)
-
2024 0215 – Testimony – PIABA – Joseph C. Peiffer – 30p
-
2024 0728 – Always Marco – Exposing The Big Lie of Multi-Level Marketing – [VIDEO-YouTube-15:05]
-
2024 0824 – BetterWealth – DEBATE: Whole Life VS IUL – Which Permanent Life Insurance is Better? With @LIFE180 & Terry Rocks – [VIDEO-YouTube-01:34:19]
-
2024 0408 – WinkIntel – And Yes, Life Insurance Illustrations are Broken for All Types of Life Insurance, by Sheryl J. Moore
-
2025 – IAIS – Structural Shifts in the Life Insurance Sector
-
2025 03 – IAIS – [Draft] Issues Paper on Structural Shifts in the Life Insurance Sector – 75p
-
2025 1110 – InsuranceNewsNet – Kyle Busch Case: A day of reckoning for indexed universal life?, by John Hilton
2010s – Index
#
-
2008 Financial Crisis – Index
-
2008 0413 – Dateline – Tricks of the trade – A Dateline hidden camera investigation to see what insurance agents say — and – what they don’t — when they think they are alone with a senior
-
2010s – Index
-
2010s – Newspapers
-
2010 Conference on Financial Regulations Bill – CSPAN
-
2010 – Book – Griftopia, by Matt Taibbi
-
2010 – LC – Sun Life Assurance Company of Canada v. Metropolitan Life Insurance Company
-
2010 – LC – Sun Life Assurance Company of Canada v. Metropolitan Life Insurance Company – Judgement – Ontario – Superior Court – 8p
-
2010 0127 – GOV (House) – The Federal Bailout AIG – Edolphus Towns (D-NY)
-
2010 0318 – GOV (House) – Insurance Holding Company Supervision – Paul Kanjorski (D-PA)
-
2010 0430 – FCIC – Interview – James M. Mahoney – FRB-NY – 6p
-
2010 0610 – COP – Report – The AIG Rescue, Its Impact on Markets, and the Government’s Exit Strategy, June Oversight Report, Congressional Oversight Panel – Documents
-
2010 0610 – COP – Report – The AIG Rescue, Its Impact on Markets, and the Government’s Exit Strategy, June Oversight Report, Congressional Oversight Panel – Snippets
-
2010 0910 – WSJ – ‘Systemic Risk’ Stonewall: Some bailout questions the Fed still hasn’t answered
-
2010 0526 – COP – Hearing – TARP and Other Government Assistance for AIG – Elizabeth Warren
-
2010 0701 – FCIC – 2008 Financial Crisis and Derivatives, Day 2, Regulators Panel
-
2011 0712 – GOV (Senate) – Enhanced Investor Protection After The Financial Crisis – Tim Johnson (D-SD)
-
2011-2014 – LC – Cressy v. Doug Andrew – OM Financial Life Insurance Company – Fidelity & Guaranty Life
-
2011 0301 – DOL – 1210-AB32 – ACLI – Testimony – Hearing on Definition of Fiduciary – Investment Advice – 9p
-
2011 0914 – GOV (Senate) – Emerging Issues in Insurance Regulation – Jack Reed (D-RI)
-
2011 1016 – Regulations.gov – FIO / DOT – Public Input on the Report to Congress on How To Modernize and Improve the System of Insurance Regulation in the United States
-
2011 1116 – GOV (House) – Insurance Oversight and Legislative Proposals – Judy Biggert (R-IL)
-
2012 – Book – Law and Economics of Insurance, Edited by Daniel Schwarcz
-
2012 1011 – ThinkAdvisor – What’s a L.I.R.P.?, By David C. McKnight
-
2012 – SEC – In the Matter of Massachusetts Mutual Life Insurance Company – 10p
-
2012 0516 – GOV (House) – The Impact of the Dodd-Frank Act: What it Means to be a Systemically Important Financial Institution – Shelley Moore Capito (R-WV)
-
2013 – NAIC – State of the Life Insurance Industry: Implications of Industry Trends – 220p
-
2013 0704 – LC – Eddie Cressy v. FG Life, OM Financial, Doug Andrew, Paramount – Complaint for Damages and Equitable Relief – 11-05871 – 39p
-
2013 0905 – LC – Johnston & Johnston v. Conseco – 5th Circuit Court of Appeals – 13-30010 – Oral Argument – mp3
-
2014 – IAIS – Basic Capital Requirements for Global Systemically Important Insurers
-
2014 – IAIS – Risk-based Global Insurance Capital Standard
-
2014 – LR – Regulating Systemic Risk in Insurance, by Daniel Schwarz
-
2014 – SOA – Modeling of Policyholder Behavior for Life Insurance and Annuity Products: A Survey and Literature Review, Society of Actuaries – 92p
-
2014 0204 – GOV (House) – The Federal Insurance Office’s Report on Modernizing Insurance Regulation, Randy Neugebauer (R-TX)
-
2014 0415 – DOC 808 – Trial Transcript – Day 5 – Walker vs. LSW – 229p
-
2014 0424 – Document 820 – Trial Transcript – Day 11 – Walker vs. LSW – 279p
-
2014 0520 – GOV (House) – Legislative Proposals to Reform Domestic Insurance Policy – Randy Neugebauer (R-TX)
-
2014 0605 – LC – Eddie Cressy v. Fidelity & Guaranty Life Insurance Company, Paramount Financial Services and Doug Andrew – BC514340
-
2014 09 – FSCO / FSRA – Report – Life Insurance Product Suitability Report – 52p
-
2014 12 – re: FSOC SIFI Designation of MetLife, Woodall / Hamm – Views of the Council’s Independent Member Having Insurance Expertise – 13p
-
2014 0311 – GOV (Senate) – Finding the Right Capital Regulations for Insurers – Sherrod Brown (D-OH)
-
2014 1218 – FSOC – MetLife – Basis for the Financial Stability Oversight Council’s Final Determination Regarding Metlife, Inc – 31p
-
2015 – Book – The Insurance Forum – Chapter 5 – The A.L. Williams Replacement Empire, by Joseph Belth – 15p
-
2015 – LC – Charles Oliver v. Burgess (CFLID – Center for Life Insurance Disputes)
-
2015 0929 – GOV (House) – The Impact of Domestic Regulatory Standards on the U.S. Insurance Market – Blaine Luetkemeyer (R-MO)
-
2015 0325 – GOV (Senate) – FSOC Accountability Nonbank Designations – Richard Shelby (R-AL)
-
2015 0428 – GOV (Senate) – The State of the Insurance Industry and Insurance Regulation – Richard Shelby (R-AL)
-
2015 0429 – GOV (House) – The Impact of International Regulatory Standards, Blaine Luetkemeyer (R-IA)
-
2015 0430 – GOV (Senate) – Examining Insurance Capital Rules and FSOC Process, Mike Crapo (R-ID)
-
2015 1208 – GOV (House) – Oversight of the Financial Stability Oversight Council (FSOC) – Jeb Hensarling (R-TX)
-
2016 – CLHIA – Insurance Distribution in Canada: Promoting a Customer-Focused System – 14p
-
2016 – IAIS – Risk-based Global Insurance Capital Standard Version 1.0
-
2016 1207 – Forum 400 – Battle for the Soul of the US Life Industry – [Joseph Belth] – VIDEO
-
2017 – LC – Chamber of Commerce v. U.S. Department of Labor (DOL) – 17-10238
-
2017 0328 – GOV (House) – The Arbitrary and Inconsistent Non-Bank SIFI Designation Process – Ann Wagner (R-MO)
-
2017 0713 – GOV (House) – Impact of the DOL Fiduciary Rule on the Capital Markets – Bill Huizenga (R-MI)
-
2017 0803 – GOV (Senate) – Insurance Fraud in America: Current Issues Facing Industry and Consumers – Jerry Moran (R-KS)
-
2017 1024 – GOV (House) – The Federal Government’s Role in the Insurance Industry – Sean Duffy (R-WI)
-
2017 1106 – LIBGWG – Life Insurance Buyer’s Guide Working Group – (A) – NAIC
-
2018 – IAIS – Risk-based Global Insurance Capital Standard Version 2.0
-
2018 – VIDEO – The Power of Zero: The Tax Train is Coming – David McKnight
-
2018 0122 – Van Mueller | State Farm Agent Training Feb 2017 (Complete) – [VIDEO-YouTube-04:04:06]
-
2018 0905 – LC – Fehr v. Sun Life Assurance Company of Canada – Decision – Ontario – Court of Appeal – 73p
-
2018 1120 – Yale – YPFS – Lessons Learned Oral History Project Interview – Thomas Baxter – 19p
-
2018-3, NAIC Proceedings
-
2018 – Book – Statutory Valuation of Individual Life and Annuity Contracts, by Donna Claire
-
2018 07 – CCIR – Comments – Fair Treatment of Customers Working Group – Canada
-
2019 – LC – Mosten Investment v. Manufacturers Life – Queen’s Bench for Saskatchewan
-
2019 – LIAC – Life Insurance Committee – (A) – NAIC – Proceedings
-
2019 0312 – IULSG – Indexed Universal Life Illustrations Subgroup – (A) – NAIC
-
2019 0528 – IULSG – Indexed Universal Life Illustrations Subgroup – (A) – NAIC
-
2019 0614 – IAIS – Compiled Comments on Holistic Framework for Systemic Risk in the Insurance Sector – 264p
-
2019 0917 – LIIIWG – Life Insurance Illustrations Issues Working Group – (A) – NAIC
-
2020 0818 – Garrett Gunderson – Universal Life Insurance Policy: Everything you need to know – [VIDEO-YouTube-18:52]
Scroll To Top