Browse My Most Recent Articles

May 21, 2013
Bridging the retirement gap with life insurance

May 8, 2013
The lump sum capacity problem

April 30, 2013
NLG contracts: What you don’t know can hurt you

April 10, 2013
The Treasury Index UL

March 29, 2013
The huge hole in chronic and critical care riders

March 20, 2013
Filial responsibility — Who’s left holding the bag?

January 29, 2013
A different kind of equity indexed sale

December 21, 2012
It's déjà vu all over again

December 3, 2012
A 1035 exchange opportunity many advisors don't know about

November 16, 2012
Solvency II — The only constant is change

November 2, 2012
Case design from the ground up

October 10, 2012
There is more to the estate tax than the Feds

October 3, 2012
Training the next generation of insurance agents: Who's on the hook?

September 24, 2012
How can advisors remain relevant in a shifting environment?

September 5, 2012
Estate taxes and foreign nationals: ignorance is no excuse

August 16, 2012
Estate tax repeal?

August 6, 2012
What's wrong with the illustration of income coming out of IUL contracts?

July 25, 2012
Dealing with increased carrier requirements: An ounce of prevention

July 16, 2012
The death of the life insurance specialist: What will it mean for the industry?

June 22, 2012
Do you use the same life insurance strategy for every case? Get a fresh perspective

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