Videos and Publications
The Wealth Channel Provided by The American College
Annuity straddles and possible policy exit strategies for life insurance owners are discussed by Igor Zey and Allen C. McLellan, assistant professor of insurance and associate dean at The American College.
To watch Understanding Options with Life Settlements CLICK HERE
To watch Negativity Toward Life Settlements CLICK HERE
To watch Non Traditional Uses of Life - CLICK HERE
To watch The Use of Life Settlements - CLICK HERE
To watch When to Consider a Life Settlement -CLICK HERE
To watch General Qualifications for Life Settlements - CLICK HERE
AICPA Wealth Management Insider
Special Uses of Life Insurance in Pension Plans - May 20, 2010
Winning strategies revealed. CLICK HERE to read the entire article.
Income and Estate Planning - March 18, 2010
How strategy planners, charities and donors can use actuarial arbitrage to potentially eliminate risk. CLICK HERE to read the entire article.
A Solutions-Based Approach to Charitable Planning - February 18, 2010
A more effective and comprehensive approach to raising revenues in the world of increasingly scarce resources. CLICK HERE to read the entire article.
Modern Section 79 Plans - January 21, 2010
This article reviews the tax benefits for retirement planning for business owners using section 79 plans. CLICK HERE to read the entire article.
Life Insurance Premium Financing - December 17, 2009
Who should consider this strategy and what to look for? It is one of the most controversial topics in the life insurance industry. Yet, in the last 12-15 years, premium financing has grown into one of the most valuable tools for high-net-worth individuals to purchase genuinely needed life insurance - the amount they need - allowing them to then execute strategies to transfer wealth in the most cost and tax-effective manner. CLICK HERE to read the entire article.
Life Insurance in Retirement Plans - November 19, 2009
The use of life insurance in pension plans has been a debated subject. Here is a top-level summary of pros and cons of life insurance in various pension plan scenarios. CLICK HERE to read the entire article.
Uncovering Hidden Assets in Valuations - October 22, 2009
Life Insurance is an asset class. Should you be the one to put it on your client's balance sheet? CLICK HERE to read the entire article.
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