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History of Cash Value Life Insurance and Implications for Existing Policies.
- Published in:
- Journal of Financial Planning, 2015, v. 28, n. 8, p. 33
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- Publication type:
- Article
Life Insurance Policy Replacements: Dos and Don’ts.
- Published in:
- Journal of Financial Planning, 2014, v. 27, n. 7, p. 38
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- Publication type:
- Article
Keeping Up with Current Insurance Events.
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- Journal of Financial Planning, 2013, v. 26, n. 11, p. 38
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- Publication type:
- Article
One Life Insurance Size Doesn't Fit All Estate Planning Situations.
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- Journal of Financial Planning, 2013, v. 26, n. 7, p. 38
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- Publication type:
- Article
A Practical Understanding of Cash Value.
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- Journal of Financial Planning, 2013, v. 26, n. 3, p. 40
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- Publication type:
- Article
The Confounding Nature of Policy Maturities.
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- Journal of Financial Planning, 2012, v. 25, n. 11, p. 27
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- Publication type:
- Article
Refresher on Key Insurance Concepts for Financial Planners.
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- Journal of Financial Planning, 2012, v. 25, n. 7, p. 22
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- Publication type:
- Article
Convoluted Valuing of Life Insurance Policies.
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- Journal of Financial Planning, 2012, v. 25, n. 3, p. 40
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- Publication type:
- Article
Life Insurance Options, and What Lies in the Shadows.
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- Journal of Financial Planning, 2011, v. 24, n. 11, p. 32
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- Publication type:
- Article
When Life Insurance Is an Investment.
- Published in:
- Journal of Financial Planning, 2011, v. 24, n. 7, p. 32
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- Publication type:
- Article
A Complex Game: The Life Settlement Process.
- Published in:
- Journal of Financial Planning, 2011, v. 24, n. 3, p. 46
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- Publication type:
- Article
Business Continuation Planning, Part 2.
- Published in:
- 2010
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- Publication type:
- Opinion
Business Continuation Planning, Part 1.
- Published in:
- Journal of Financial Planning, 2010, v. 23, n. 7, p. 38
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- Publication type:
- Article
Life Insurance Solutions for Estate Tax Challenges.
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- Journal of Financial Planning, 2010, v. 23, n. 3, p. 38
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- Publication type:
- Article
Managing Life Insurance: Loans or Withdrawals?
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- Journal of Financial Planning, 2009, v. 22, n. 11, p. 38
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- Publication type:
- Article
Client Chronicles.
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- Journal of Financial Planning, 2009, v. 22, n. 7, p. 30
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- Publication type:
- Article
Author's Response.
- Published in:
- 2009
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- Publication type:
- Letter
Life Insurance Options for Tough Times.
- Published in:
- Journal of Financial Planning, 2009, v. 22, n. 3, p. 36
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- Publication type:
- Article
Living with the Cost of Dying.
- Published in:
- 2008
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- Publication type:
- Editorial
A Life Settlement Mosaic.
- Published in:
- Journal of Financial Planning, 2008, v. 21, n. 3, p. 34
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- Publication type:
- Article
Coming to Terms with Term Insurance.
- Published in:
- 2007
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- Publication type:
- Editorial
Words of Caution.
- Published in:
- Journal of Financial Planning, 2007, v. 20, n. 7, p. 36
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- Publication type:
- Article
A New Recipe for Life Insurance Valuation.
- Published in:
- Journal of Financial Planning, 2007, v. 20, n. 3, p. 36
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- Publication type:
- Article
Broad Brush.
- Published in:
- 2007
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- Publication type:
- Letter
Whew! Such a Deal.
- Published in:
- Journal of Financial Planning, 2006, v. 19, n. 7, p. 42
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- Publication type:
- Article
The Mortality Table Is Coming...So?
- Published in:
- Journal of Financial Planning, 2006, v. 19, n. 3, p. 44
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- Publication type:
- Article
Life's Tax Advantages.
- Published in:
- Journal of Financial Planning, 2005, v. 18, n. 11, p. 32
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- Publication type:
- Article
Using Monte Carlo to Assess Variable Life.
- Published in:
- Journal of Financial Planning, 2005, v. 18, n. 7, p. 26
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- Publication type:
- Article
Insuring a Good Defense.
- Published in:
- Journal of Financial Planning, 2005, v. 18, n. 3, p. 32
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- Publication type:
- Article
The Risk/Benefit Trade-Off of No-Lapse Premium Guarantee Policies.
- Published in:
- Journal of Financial Planning, 2004, v. 17, n. 11, p. 34
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- Publication type:
- Article
An Analysis of Premium Financing.
- Published in:
- Journal of Financial Planning, 2004, v. 17, n. 7, p. 28
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- Publication type:
- Article
Tax-Avoidance Life Insurance Schemes Redux.
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- Journal of Financial Planning, 2004, v. 17, n. 3, p. 24
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- Publication type:
- Article
No-Lapse Premium-Guarantee Policies: A Perspective.
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- Journal of Financial Planning, 2003, v. 16, n. 7, p. 26
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- Publication type:
- Article
ERISA Jurisdiction May Not Apply.
- Published in:
- Journal of Financial Planning, 2003, v. 16, n. 3, p. 40
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- Publication type:
- Article
Protecting Clients from Life Insurance Schemes.
- Published in:
- Journal of Financial Planning, 2002, v. 15, n. 11, p. 38
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- Publication type:
- Article
10 years ago in the Journal.
- Published in:
- Journal of Financial Planning, 2002, v. 15, n. 7, p. 26
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- Publication type:
- Article
Assessing Clients' Life Settlement Offers.
- Published in:
- Journal of Financial Planning, 2002, v. 15, n. 7, p. 36
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- Publication type:
- Article
Taking a Healthy Look at Life Insurance.
- Published in:
- Journal of Financial Planning, 2002, v. 15, n. 3, p. 32
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- Publication type:
- Article
Sheltering Variable Life Policies Against Market Storms.
- Published in:
- Journal of Financial Planning, 2001, v. 14, n. 12, p. 22
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- Publication type:
- Article
Time to Change Disability Income Policies?
- Published in:
- Journal of Financial Planning, 2001, v. 14, n. 8, p. 36
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- Publication type:
- Article
'Disreputable' Viatical Investments.
- Published in:
- Journal of Financial Planning, 2001, v. 14, n. 4, p. 36
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- Publication type:
- Article
Disguised Tax Avoidance Is Still Tax Avoidance.
- Published in:
- Journal of Financial Planning, 2000, v. 13, n. 11, p. 38
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- Publication type:
- Article
Life Insurance and Uncertainty Over Repeal of the Estate Tax.
- Published in:
- Journal of Financial Planning, 2000, v. 13, n. 8, p. 34
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- Publication type:
- Article
Getting `Real' with Health Care.
- Published in:
- Journal of Financial Planning, 2000, v. 13, n. 5, p. 38
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- Publication type:
- Article
Insuring for Business Continuation.
- Published in:
- Journal of Financial Planning, 2000, v. 13, n. 2, p. 28
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- Publication type:
- Article
Letters.
- Published in:
- 2000
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- Publication type:
- Letter
New Versions of Old Tricks: Springing Cash Values.
- Published in:
- Journal of Financial Planning, 1999, v. 12, n. 8, p. 22
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- Publication type:
- Article
Detecting Exaggerated Policy Performance.
- Published in:
- Journal of Financial Planning, 1999, v. 12, n. 4, p. 30
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- Publication type:
- Article
Live Long and Prosper?
- Published in:
- Journal of Financial Planning, 1998, v. 11, n. 6, p. 24
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- Publication type:
- Article
Breaking Faith.
- Published in:
- Journal of Financial Planning, 1998, v. 11, n. 4, p. 28
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- Publication type:
- Article