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In Focus #62: 3/17/07


Investor Angst, Regulatory Probes and Litigation Intensify Over Auction Rate Securities


A Life Settlement Mosaic


Planning For Posthumous Success


Words of Caution


Back to Articles

Variable Life Insurance | Role of Life Insurance | Purchasing New Life Insurance | Tax Issues

All articles and audio presentations courtesy Peter Katt, CFP, LIC (http://www.peterkatt.com) Peter Katt, CFP, LIC, sole proprietor of Katt & Co., is a fee-only life insurance adviser located in Kalamazoo, Michigan (269.372.3497).


Words of Caution
Wet Paper: Giving the Secondary Market for Life Insurance a Bad Name
Annuities: The Good, the Bad and the Ugly (PDF)


Variable Life Insurance



Study Group

Variable Universal Life: Exhibit (PDF)
Variable Universal Life: Presentation (41.3MB MP3 audio file)
Variable Universal Life: Q&A (12.8MB MP3 audio file)


Role of Life Insurance


Study Group

No Lapse Life Insurance Policies: Presentation (41.8MB MP3 audio file)
No Lapse Life Insurance Policies: Q&A (35.8MB MP3 audio file)
Insuring a Good Defense


Purchasing New Life Insurance


The Risk/Benefit Trade-Off of No-Lapse Premium Guarantee Policies
An Analysis of Premium Financing

Study Group

No-Lapse Life Insurance Policies: Exhibit (PDF)
No-Lapse Life Insurance Policies: Presentation (40MB MP3 audio file)
No-Lapse Life Insurance Policies: Q&A (35MB MP3 audio file)


Tax Issues


Introduction to Life Settlements and Ethical Guidance for Advisors
Tax-Avoidance Life Insurance Schemes Redux







   
 
 
 
 



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Sponsored by James J. Eccleston, an attorney representing stockbrokers, financial planners and investors nationwide in arbitration, litigation and regulatory matters, and a shareholder with the law firm Shaheen, Novoselsky, Staat, Filipowski & Eccleston P.C.(www.snsfe-law.com). This Web site contains material of general interest. It is neither intended to, nor constitutes, either legal advice or investment advice. Always consult an attorney and/or investment advisor when building and protecting your wealth.

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