Works – [BonkNote]

Works – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ C Cash Flow Back to top H How the Policy Works – Walker vs. LSW Back to top I IUL – Indexed Universal Life – Lawsuits Back to top M MoneyTrax – Circle of Wealth Back to top P Policy Mechanics / Cash Flow Elements – Walker vs. LSW Policy Mechanics…

IUL – Indexed Universal Life – Lawsuits 2000s – LC – Joyce Walker vs. LSW – Life Insurance Company of the Southwest — [BonkNote] 2000s – LC – Joyce Walker vs. LSW – Life Insurance Company of the Southwest – Index 2024 0626 – insurancenewsnet.com – Attorney rips insurers, agents over ‘incredibly complex’ IUL-focused plans,…

Spin Life 2006 1216 – NYT – How Spin Life Works – [Infographic] – [link] 2006 1217 – NYT – Late in Life, Finding a Bonanza in Life Insurance, By Charles Duhigg – [link] ndlegis.gov/files/resource/60-2007/library/sb2268.pdf – p99- Insurance executives, for instance, say transactions like Mr. Margolis’s may cripple their industry and make it harder for the average senior…

MoneyTrax – Circle of Wealth moneytrax.com/ youtube.com/@CircleofWealthbyMoneyTrax Don Blanton “Private Reserve Strategy” MoneyTrax – Circle of Wealth – Ten Minute Lesson on Life Insurance – cow.moneytrax.com/f1/cow_fmli2_natlifegrp.htm Example Script There is the “minimum one can pay” for a given amount of insurance coverage for a specific age and the “maximum one can pay”. Who determines the…

Cash Flow The cash flows of a policy are defined by the Society for this purpose as “the actual transfer of funds between the policyholder and the insurance company in either direction, and includes premiums, dividends, cash values and death benefits.” Actuaries Report, supra n. 33, at 6. So what I am saying is that…

Policy Mechanics / Cash Flow Elements – Walker v LSW (p171) – The fact that we charge people fees that we have disclosed and that fees reduce the value of your policy, and if your policy keeps reducing in value, it will lapse, is not a fraud. That’s common sense. That’s how life insurance works. 2014…

How the Policy Works – Walker vs. LSW The fact that we charge people fees that we have disclosed and that fees reduce the value of your policy, and if your policy keeps reducing in value, it will lapse, is not a fraud. That’s common sense. That’s how life insurance works. (p171) — Closing Argument…

Works Policy Mechanics / Cash flow Starters – Policy Cash Flow Mechanics Until the buyer understands how the product works, attempts to compare price are essentially meaningless. 1972 – SOA – Life Insurance and the Buyer, by Anna Rappaport, Society of Actuaries – 2p-Article 198x? – Wisconsin Buyer’s Guide Adjustable Life The ACLI’s Dolan says the size…

Policy Mechanics / Cash flow / Works Until the buyer understands how the product works, attempts to compare price are essentially meaningless. 1972 – SOA – Life Insurance and the Buyer, by Anna Rappaport, Society of Actuaries – 2p-Article Buyers of life insurance are entitled to descriptions of their policies and how they work. But…