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In Focus #70: June 9, 2009


The Risks of Preferred Stock Portfolios


Retirement Income: Repairing the Damage to Assure the Flow


A Kafkaesque Estate; Also: Bracing for Impact; The 2011 Tax Uncuts


The Pitfalls of Life Settlements


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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).


The Pitfalls of Life Settlements
Life Insurance Solutions for Estate Tax Challenges
Managing Life Insurance: Loans or Withdrawals?
Lightening the Financial Load of Life Insurance Products
Life Insurance Options for Tough Times
Insurance Products and Taxes: Keeping Uncle Sam at Bay
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







Sponsored by James J. Eccleston. This Web site contains material of general interest. It is neither intended to, nor constitutes, either legal advice or investment advice.
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