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