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• 3rd Quarter 2008 Investment Review Conference Call

Published Articles

Insurance Trends and Topics, ESTATE PLANNING
A column co-authored with Stephan R. Leimberg:

Life Settlements and the Planning Opportunities They Offer, 10/03

Performing Due Diligence With Respect to Life Insurance Trusts Is Crucial, 05/03

Annuities and Estate Planning, 07/02

Annuity Taxation, 6/02

Life Insurance After 2001 Tax Act: Lease, Buy, or Replace? 4/02

Life Insurance as a Charitable Planning Tool: Part 2 4/02

Life Insurance as a Charitable Planning Tool: Part 1 3/02

Life Insurance: Decision Making After September 11th and EGTRRA, 1/02

Dealing with EGTRAA Impact on Insurance Professionals, 9/01

COLI, BOLI, TOLI and 'Insurable Interests', 7/01

Property Regulations on the Definition of Trust Income: The Best Thing for Life Insurance Planning Since Sliced Bread! 5/01

Life (Insurance) after Estate Tax "Repeal" and "Reform", 3/01

Premium Financing: The Last Choice - Not The First Choice, 1/01

7 Skill Sets Required by the 21st Century Life Insurance Specialist 11/00

Other Publications

How Collaborative Teams Work and Why They Are Essential for High-Net-Worth Clients, Journal of Practical Estate Planning, February/March 2008

The Ethics of Making Professional Referrals, Journal for Financial Service Professionals, 5/00

Beyond Competence - The Ethics of Implementation, Trust and Estates, 11/99

Estate Planning from A to Z in 60 Days, National Underwriter, 7/99