Glenn S. Daily Fee-only insurance consulting

Regulation

Codes of ethics

• Certified Financial Planner Board of Standards, Inc.
    Code of Ethics and Standards of Conduct cfp.net/ethics/code-of-ethics-and-standards-of-conduct
• Financial Planning Association of Canada
    The Fiduciary Pledge fpassociation.ca/page/the-fiduciary-pledge
• Institute of Certified Bankers
    ICB Professional Code of Ethics aba.com/aba/documents/ICB/Exam_Application/ExamApplication.pdf
• Insurance Literacy Institute
    Insurance Consumer Bill of Rights insuranceliteracy.org/insurance-quality-mark-home/insurance-consumer-bill-rights/   Insurance Quality Mark insuranceliteracy.org/insurance-quality-mark-home/
• Million Dollar Round Table (MDRT)
    Code of Ethics mdrt.org/membership/CodeofEthics.asp
• National Association of Insurance and Financial Advisors
    Code of Ethics naifa.org/about/ethics.cfm
• National Association of Personal Financial Advisors
    Fiduciary Oath and Code of Ethics napfa.org/mission-and-fiduciary-oath
• Society of Financial Service Professionals
    Code of Professional Responsibility financialpro.org/public/code_resp.cfm

Regulators

• National Association of Insurance Commissioners naic.org
• Financial Industry Regulatory Authority finra.org
• Securities and Exchange Commission sec.gov
• Office of the Superintendent of Financial Institutions (Canada) osfi-bsif.gc.ca
• Financial Conduct Authority (U.K.) fca.org.uk
• Australian Securities & Investments Commission asic.gov.au
• Reserve Bank of New Zealand rbnz.govt.nz
• Insurance Regulatory and Development Authority (India) irda.gov.in
• European Commission ec.europa.eu/commission/index_en

Regulations

• New York State Department of Financial Services

  • Insurance Regulation 194: Producer Compensation Transparency www.dfs.ny.gov/apps_and_licensing/insurance_companies/faqs/regulation_194
  • NY Code, Rules and Regulations, Title 11, Ch. IX, Part 226: Unclaimed Life Insurance Benefits and Policy Identification
  • Insurance Regulation 187: Suitability and Best Interests in Life Insurance and Annuity Transactions www.dfs.ny.gov/apps_and_licensing/life_insurers/reg187_first_amendment_faq

• Financial Conduct Authority (U.K.)

  • Retail Distribution Review and Financial Advice Market Review www.fca.org.uk/publications/calls-input/evaluation-rdr-famr

• European Commission

  • Packaged Retail Investment Products ec.europa.eu/info/business-economy-euro/banking-and-finance/consumer-finance-and-payments/consumer-financial-services/key-information-documents-packaged-retail-and-insurance-based-investment-products-priips_en
  • Solvency II (Europe) eiopa.europa.eu/regulation-supervision/insurance

Entomophagy

• Carolyn Beans, "How to convince people to eat insects", PNAS, November 4, 2022 https://doi.org/10.1073/pnas.2217537119
• "The Joy of Cooking (Insects)", New York Times, February 15, 2022 https://www.nytimes.com
• Patricio Cruz y Celis Peniche, "Drivers of insect consumption across human populations", Evolutionary Anthropology, January/February 2022 https://doi.org/10.1002/evan.21926
• Helen X. H. Bao and Yuna Song, "Environmental Perspectives on Entomophagy: Can Behavioural Interventions Influence Consumer Preference for Edible Insects?", SSRN, January 7, 2022 https://ssrn.com/abstract=4003522
• "Edible Insects", NOVA, Season 48, Episode 14 (October 20, 2021) https://www.pbs.org/video/edible-insects-qlmtas/
• Julie J. Lesnik, Edible Insects and Human Evolution, University Press of Florida, 2018 entomoanthro.org/about-julie.html
• Stefan Gates, Insects: An Edible Field Guide, Ebury Press, 2018
• Food and Agriculture Organization of the United Nations, Edible insects: Future prospects for food and feed security, 2013 www.fao.org


• North American Coalition for Insect Agriculture (NACIA) nacia.org
• Dr. Beynon's Bug Farm thebugfarm.co.uk

Health

• American College of Lifestyle Medicine https://lifestylemedicine.org
• International Positive Psychology Association https://ippanetwork.org/
• Mark P. Mattson, "An Evolutionary Perspective on Why Food Overconsumption Impairs Cognition", Trends in Cognitive Sciences, March 2019 https://pubmed.ncbi.nlm.nih.gov/30670325/