Publications & Licenses

Dean M. Potter, Principal

The following is a list of insurance industry articles/manuals Dean M. Potter has either written, ghost written for others and those where I have had an editorial responsibility pursuant to my duties as an administrative officer of a life insurance company. In addition to forgoing, I issued a national press release in 1997, which was picked up by a host of national business magazines, newspapers, and insurance publications concerning the U.S. Patent Office and their issuance of a U.S. Patent for a reversionary annuity product where he was listed as an inventor of the product=s concept.

Sooner Life Insurance Company’s (Credit Life, Credit A&H, and Ordinary Life) Claims Handling and Procedural Manual; Editorial responsibility for the content and managerial responsibility for its implementation. The manual was completed in 1968, revised and updated through 1989 as needed.
Century Life Assurance Company and Affiliates (Credit Life, Credit A&H, and Ordinary Life) Claims Handling and Procedural Manual; Editorial responsibility began in 1989 for the content and managerial responsibility through January 1, 1999 for its implementation.
"Reversionary Annuity Approved for Patent"; National Underwriter, Interviewed by a staff writer for the January 26, 1998 Issue.
"Selling a Patented Annuity"; The Journal Record Publishing Company, Vol. 95, No. 220, Interviewed by its business reporter and Published Feb. 9,1998.
"A New Form of Life Insurance That Gives Insureds What They Want"; Retirement Counseling, The American Society of CLU & ChFC, April/May 1998 Publication. Ghost written for Tom Soslow
"The Missing Financial Planning Tool has been Found"; (Annuity Sustains Survivor Funds) The Insurance Central Maryland Advisor Monthly, June, 1998 Edition. Ghost written for Bentley Weinstein
"Allianz Life's Reversionary Annuity provides income replacement"; Variable Annuity Market News, May 1998. Editorial work with Elliott Beir
"The New Reversionary Annuity"; Tax Angles, Vol. 24 No. 7, July, 1998.
"Don’t Gamble with the one thing you don’t want to lose - the Deed to your land"; Draft article submitted August, 1998, authored publication pending, Harvest States Publishing.
"Need Selling "; Agent Journal, - AMC Publishing’s, initial publication December 1998, and nationally in 1999 by geographic region. Authored
"The Forgotten Need - Income and Agent’s Key to the Future", Insurance Selling; a National Insurance Industry Magazine, published in the March 1999 issue.
"The Transfer of Wealth with a New Twist", Agent’s Journal, AMC Publishing, initial publication March 1999, distribution by geographical area through out the U.S.
"The Missing Product Link is Your key to More Life Sales", Articles submitted for publication October, 2000, Agents Sales Journal, AMC Publishing, California Edition.

Resident & Non Resident Licenses

DEAN M. POTTER
This listing was last updated on January 1, 2006

STATE

LICENSE #

EFF. DATE

CURRENT/EXPIRED

TYPE

Alabama

A161862

10-12-00

current

Life/Disability

Arizona

77416

05-21-99

current

Life

Arkansas

44070

09-02-97

current

Life/Disability

California

OC31220

04-27-98

current

Life

Connecticut

001046847

04-19-00

current

Life/A&H

Delaware

44041

04-05-99

current

Life/Health

District of Columbia

A11005347

10-01-99

current

Life/Health

Florida

D008696

07-12-99

current

Life/Health

Idaho

AL066988

02-04-99

current

Life/Disability

Illinois

514386754

05-21-00

current

Life/A&H

Indiana

397684

11-15-00

current

Life/A&H

Kentucky

 

04-12-95

current

Third Party Adm

Louisiana

261510

05-01-00

current

Life/A&H

Maryland

NAI149450

11-10-00

current

Life/Health

Massachusetts

177709

05-27-98

current

Non-Resident Life

Missouri

514386754

11-17-00

current

Life/A&H

New Mexico

 

01-29-96

current

Third Party Adm

Ohio

544924

10-04-99

current

Life/A&H

Oklahoma

103605

07-09-98

current

Life/A&H
Third Party Adm

Oregon

151974

06-30-00

current

Life & Health

Rhode Island

514386754

04-13-98

current

Life & Health

Tennessee

0796774

07/20/98

current

Life/A&H

Texas

0010147881

01-29-99

current

Life/A&H

Washington

PotteDM615C7

01-05-00

current

Life & Disability