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Variable Life Insurance
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Role of Life Insurance
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Purchasing New Life Insurance
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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
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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.
All content Copyright © 2008 Advocate Capital Management, Inc. except where noted. All rights reserved.
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Telephone: 312-621-4400 | Fax: 312-621-0268
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