Industry Media – WishList

  • 1997 or any year – (IMSA) Insurance Marketplace Standards Association Assessment Handbook – ACLI
  • 2015 0610 – LIMRA – Nine in Ten Consumers Believe Their Financial Advisor Puts Their Interests First – [link]
    • Year-? – LIMRA – Spotlight on Advisors: Consumer Perception – <Wishlist>
  • IMSA
  • Financial Planning
  • Journal of Financial Service Professionals
  • Journal of the American Society of CLU & ChFC
  • Life Insurance Selling
  • National Underwriter 
  • Probe

1970s

  • Late in 1970 the National Underwriter (an insurance trade publication ) published a volume called “Cost Facts on Life Insurance Interest – Adjusted Method” – <WishList>
    • 1973 – GOV – Review of Veterans’ Insurance Programs: June 12, 1973
  • <WishList> – (p188) – 1977 08 – Best’s Review – Moorhead, “Doomsday Just· Ahead for Life Insurance? Not Necessarily!“ 10, 12 (August, 1977).
    • 1979 0710 and 1017 – GOV (Senate) – FTC Study of Life Insurance Cost Disclosure, Howard Cannon (D-NV)   —  [BonkNote] 

1980s

  • 1981 – JFSP – Universal Life Insurance: A Primer, by Timothy Lynch, The Journal of the American Society of Chartered Life Underwriters, Vol. XXXVI (July 1982) – <WishList>
  • 1982 05 – Life Insurance Selling – An Agent’s Guide to Universal Life, Part 1, pp. 137-145 – <WishList>
  • 1982 06 – Life Insurance Selling – An Agent’s Guide to Universal Life, Part 2, pp. 90-97 – <WishList>
  • 1988 – SOA – Actuarial Opinion on Non-Guaranteed Elements, Society of Actuaries – 12p
    • Larry R. Robinson, Chairman of the ACLI Subcommittee on Cost Disclosure
      • The article is entitled “Future Shock” by Harry Lew with the sub-heading: – <WishList>
      • “What will happen when a generation of insurance buyers begins comparing unrealistic illustrations with the actual performance of their policies?
      • Industry leaders would prefer not to find out.”
  • 1988 01 – Financial Planning

1990s

  • 1992 – JFSP – Life Insurer Insolvency: Liability Concerns of Agents and Brokers – by Harnett, Bertram. Journal of the American Society of CLU & ChFC;  Vol. 46, Iss. 3,  (May 1992): 60. – <WishList>
  • 1993 – The Problem With Sales Illustrations: Why it Exists and How It Should Be Addressed, Miller, Walter N.,  Journal of the American Society of CLU & ChFC; Vol. 47, Iss. 3, (May 1993): 64 – <WishList>
  • 1995 –  JFSP – Economic Analysis of The Development of Universal Life Insurance in The 1980’s, by Chang, D.H. (1995). Journal of the American Society of CLU & ChFC, 49, pp. 82-87 – <WishList>
  • 1995 – JFSP – Chang, D.H. (1995). Economic Analysis of The Development of Universal Life Insurance in The 1980’s, Journal of the American Society of CLU & ChFC, 49, pp. 82-87. – <WishList>

2000s

2010s

  • 2012 1106 – ThinkAdvisor – The Complete ELNY Saga, By Bill Coffin, Elizabeth D. Festa, Warren S. Hersch, Michael K. Stanley, Shawn Moynihan – [link]
    • [The Complete ELNY Saga: 21 Years of Mismanagement, Corruption, Broken Promises and Shattered Lives]
    • In this month’s issue of National Underwriter Life and Health, we will present a special investigative project that examines the complete history of the Executive Life Insurance Company of New York insolvency. – <WishList>
  • 2019 06 – InsuranceNewsNet – How am I Going to Get Paid?, by John Hilton, VOLUME 12, NUMBER 6 – p22- – <WishList> – [link]
    • Agents will have to prove their worth as commissions continue to be under attack.
    • (p23) – Sheryl Moore, Wink – “If I was an insurance agent starting out today, I would be terrified. You have to work twice as hard to make the same amount of money.’

2020s

  • 2023 0814 – Not in Barbieland Anymore: Abusive Life Sales May Lead to Jail if Combined with Investment and Tax Advice, Larry J. Rybka, Chairman and CEO at Valmark Financial Group – [link]
    • <WishList> – Today, Arthur Postal of Life Annuity Specialist published a story called “Rogue Agents Dubious Indexed Life Investment Schemes Spark Lawsuits” …