u/TCFNationalBank

I recently bought a term life policy from a mutual (Pacific Life), unaware that it was a participating plan that included voting rights for the company. I have received my proxy ballot in the mail with three directors up for election asking for a yea/nay on each of them.

As someone without any experience at neither a mutual nor life LOB, what sort of due diligence would you all recommend to become an informed voter?

reddit.com
u/TCFNationalBank — 10 days ago

How are you meant to fill out this first page? I don't understand if I'm a guest or not.

The drop down offers the options of "Select, 1, 2", and then you fill out a bunch of info that looks like it goes on a badge. I assumed 1 if you are going alone and then 2 if you are bringing a guest? But then it asks you for all the same info on the next page about yourself - does that mean the 2 option on the first page is for people who are bringing two guests, and someone who is going alone would leave the Register a Guest box as "Select"?

reddit.com
u/TCFNationalBank — 16 days ago