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Tuesday, June 25, 2019

No. 319: David McCullough—His New Book and a Connection with the History of American Life Insurance

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David McCullough, now aged 85, is one of my favorite authors. I have read all of his books, and each is a treasure. Here I discuss his late...
Tuesday, June 18, 2019

No. 318: Factoring Companies—A California Lawsuit and a Texas Order Focus Attention on the Sale of Income Streams

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A recent state court lawsuit in California and a recent disciplinary order in Texas have refocused attention on the questionable business o...
Thursday, June 13, 2019

No. 317: Stranger Originated Life Insurance and the New Jersey Supreme Court

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On June 4, 2019, the New Jersey Supreme Court handed down a 6 to 0 opinion that represents a major setback for stranger originated life ins...
Monday, June 10, 2019

No. 316: John F. X. Mannion—A Memorial Tribute

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John F. X. Mannion John F. X. "Jack" Mannion, of Syracuse, New York, died on May 25, 2019, at age 86. He served for many...
Monday, June 3, 2019

No. 315: Long-Term Care Insurance —A Lawsuit Relating to the Calculation of Inflation Benefits

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On May 17, 2018, Gerald Issokson (Gerald), executor of the estate of his mother, Pearl Issokson (Pearl), filed a class action lawsuit again...
Wednesday, May 29, 2019

No. 314: Indexed Universal Life Policies—The Views of Two Prominent Professionals About the Risks for Buyers

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During the years of The Insurance Forum , and more recently on my blog, I have never written an article about indexed universal life (IUL) ...
Monday, May 20, 2019

No. 313: Long-Term Care Insurance and More on the Upcoming Hearing before the Virginia Bureau of Insurance

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In No. 310 (April 22, 2019), I wrote about the May 21 public hearing to be held by the Virginia Bureau of Insurance (Bureau) on the subjec...