Published Articles (PDFs) 2018 How to Utilize a Sophisticated Medical Risk Model in Estate Planning 2016 High Performance Teaming & Professional Collaboration 2010 Are No-Lapse Guarantee Life Insurance Products Disappearing? Forever? 2008 How Collaborative Teams Work and Why They Are Essential for High-Net-Worth Clients 2003 Life Settlements and the Planning Opportunities They Offer Performing Due Diligence with Respect to Life Insurance Trusts is Crucial 2002 Annuities and Estate Planning Annuity Taxation Life Insurance as a Charitable Planning Tool: Part 2 Life Insurance After 2001 Tax Act: Lease, Buy, or Replace? Life Insurance as a Charitable Planning Tool: Part 1 Life Insurance: Decision Making After September 11th and EGTRRA 2001 Dealing with EGTRAA Impact on Insurance Professionals COLI, BOLI, TOLI and ‘Insurable Interests’ 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” Premium Financing: The Last Choice – Not The First Choice 2000 7 Skill Sets Required by the 21st Century Life Insurance Specialist The Ethics of Making Professional Referrals 1999 Beyond Competence – The Ethics of Implementation Estate Planning from A to Z in 60 Days
