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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
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