Most Recent Advanced Estate Planning Articles

Addressing health care in your estate plan: advance medical directives and living wills
Article By Connie Fontaine
February 13, 2012

The funny thing about money
Article By Paul Cross
January 18, 2012

Clients with modest net worth use charitable gift annuities
Article By Steve Savant
December 28, 2011

Trail commissions: How much money are you losing on FIA sales by not using them?
Article By Roccy DeFrancesco
August 11, 2011

The five levels of estate planning — updated
Article By Julius Giarmarco
June 23, 2011

Why people buy fixed annuities
Article By Jason Kestler
May 17, 2011

Who's your beneficiary? The role of annuities and life insurance in estate planning
Article By Paul Cross
April 21, 2011

The role of annuities in estate planning
Article By Jason Kestler
March 16, 2011

Combining annuities for maximum value
Article By Jason Kestler
January 18, 2011

Why should you become a VA accredited agent?
Article By Mary Markovich
January 3, 2011

Annuity maximization: A strategy to leave more to your heirs
Article By Jason Kestler
November 8, 2010

Are annuities appropriate for estate planning?
Article By Jason Ryan
July 20, 2009

Top 10 uses of life insurance in a family business succession plan
Article By Julius Giarmarco
July 10, 2009

The benefits of a split-dollar with second-to-die policy
Article By william wagner
May 11, 2009

Offer the perfect hedge with SPIAs
Article By Joe Bellersen
May 6, 2009

Annuity arbitrage case studies
Article By Eloise Glaspie
April 6, 2009

Why you must deal with college planning in 2009
Article By Roccy DeFrancesco
February 9, 2009

Setting the record straight: Using annuities in qualified plans
Article By Jason Ryan
February 3, 2009

Low interest rates + market crisis = estate planning opportunities
Article By Jason Ryan
November 19, 2008

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