Life Insurance & Annuities
Annuities and Moral Hazard: Can Longevity Insurance Increase Longevity? (Journal Article)
This article appeared in the July 2018 Journal of Financial Service Professionals.
Financial Planning
Fee-Only Advisors and Insurance Agents – Perfect Together (goAudio)
Professional relationships between fee-only CFP®s and commission-based insurance producers offer mutually beneficial opportunities, added value that extends to their clients. A successful career in the insurance business can be very lucrative, but success often depends on the agent’s ability to develop “centers of influence,” people willing to personally refer clients to the agent. For fee-only [...]
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Risk Management
This article appeared in the July 2019 Journal of Financial Service Professionals.
Life Insurance & Annuities
Recognizing Cash Value Life Insurance as an Investment (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Planning for Business Owners
This article appeared in the July 2018 Journal of Financial Service Professionals.
Risk Management
This article appeared in the November 2019 Journal of Financial Service Professionals.
Risk Management
This article appeared in the November 2018 Journal of Financial Service Professionals.
Life Insurance & Annuities
The Risk of Being Risk Averse – and What to Do About it (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.