×
  • Home
  • What We Do
    • AEG’s Philosophy
    • The 80/20 Estate Plan™
    • Our Relationships
    • The Latest Highlights
  • Publications
    • Video & Audio
    • Published Articles (PDFs)
  • Blog
AEG Financial Services
610.917.8940
  • Home
  • What We Do
    • AEG’s Philosophy
    • The 80/20 Estate Plan™
    • Our Relationships
    • The Latest Highlights
  • Publications
    • Video & Audio
    • Published Articles (PDFs)
  • Blog

Published Articles (PDFs)

2018

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

2016

PDF Icon
High Performance Teaming & Professional Collaboration

2010

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

2008

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

2003

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

2002

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

2001

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

2000

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

1999

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

Process of Working with Advisors and Business Owners

Ethics of Implementation

It’s All About The Why

You can see more videos and listen to our podcast archive at our YouTube Channel

The Latest Highlights

IG Private Wealth Management Round Table Symposium – Main Platform Speaker

An Interview with Al Gibbons: Philosophy & Process

Recipient of the Accredited Estate Planner® (Distinguished) Designation

Collaborative Teams for High Net Worth Clients

The 80/20 Estate Plan™ Presentation to the Million Dollar Round Table

27
Jun
Finseca (AALU) – Buy-Sell Planning Since Connelly – Everything You Wanted To Know

The Washington Report: – Wealth Transfer Edition “From the Desk of an Estate Planning Attorney: Buy-Sell Planning Since Connelly – What are we doing now?”   KEY TAKE-AWAYS: Post-Connelly, closely held business owners must carefully consider…

Read More

Contact:

Phone: 610.917.8940

Fax: 610.917.8962

Email: algibbons@algibbons.com

Quick Links:

  • The 80/20 Estate Plan™
  • Our Relationships
  • Published Articles (PDFs)

More on Al Gibbons:

  • Al’s Resume
  • CRS – The Leaders Group
Copyright © 2025 AEG Financial Services