Published Articles (PDFs)



2018

How to Utilize a Sophisticated Medical Risk Model in Estate Planning
How to Utilize a Sophisticated Medical Risk Model in Estate Planning

2016

High Performance Teaming & Professional Collaboration
High Performance Teaming & Professional Collaboration

2010

Are No-Lapse Guarantee Life Insurance Products Disappearing? Forever?
Are No-Lapse Guarantee Life Insurance Products Disappearing? Forever?

2008

How Collaborative Teams Work and Why They Are Essential for High-Net-Worth Clients
How Collaborative Teams Work and Why They Are Essential for High-Net-Worth Clients

2003

Life Settlements and the Planning Opportunities They Offer
Life Settlements and the Planning Opportunities They Offer
Performing Due Diligence with Respect to Life Insurance Trusts is Crucial
Performing Due Diligence with Respect to Life Insurance Trusts is Crucial

2002

Annuities and Estate Planning
Annuities and Estate Planning
Annuity Taxation
Annuity Taxation
Life Insurance as a Charitable Planning Tool: Part 2
Life Insurance as a Charitable Planning Tool: Part 2
Life Insurance After 2001 Tax Act: Lease, Buy, or Replace?
Life Insurance After 2001 Tax Act: Lease, Buy, or Replace?
Life Insurance as a Charitable Planning Tool: Part 1
Life Insurance as a Charitable Planning Tool: Part 1
Life Insurance: Decision Making After September 11th and EGTRRA
Life Insurance: Decision Making After September 11th and EGTRRA

2001

Dealing with EGTRAA Impact on Insurance Professionals
Dealing with EGTRAA Impact on Insurance Professionals
COLI, BOLI, TOLI and ‘Insurable Interests’
COLI, BOLI, TOLI and ‘Insurable Interests’
Property Regulations on the Definition of Trust Income: The Best Thing for Life Insurance Planning Since Sliced Bread!
Property Regulations on the Definition of Trust Income: The Best Thing for Life Insurance Planning Since Sliced Bread!
Life (Insurance) after Estate Tax “Repeal” and “Reform”
Life (Insurance) after Estate Tax “Repeal” and “Reform”
Premium Financing: The Last Choice – Not The First Choice
Premium Financing: The Last Choice – Not The First Choice

2000

7 Skill Sets Required by the 21st Century Life Insurance Specialist
7 Skill Sets Required by the 21st Century Life Insurance Specialist
The Ethics of Making Professional Referrals
The Ethics of Making Professional Referrals

1999

Beyond Competence – The Ethics of Implementation
Beyond Competence – The Ethics of Implementation
Estate Planning from A to Z in 60 Days
Estate Planning from A to Z in 60 Days