Funding Grantor Trusts: The Use of Cash Flow Modeling with Clients (NYU Tax Institute presentation)
JD, CLU, ChFC, AEP  CLU, ChFC, AEP
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Funding Grantor Trusts Without Paying Gift Taxes
JD, CLU, ChFC, AEP
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An Alternative to Your Charitable Bequest
JD, CLU, ChFC, AEP
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Life Insurance Policyholder Protection: Who’s Got Your Back?
JD, CLU, ChFC, AEP
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No-Lapse Guaranteed UL Disappears
ESQ., LL.M.,    ESQ.
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An Investment Diversification Strategy:
The Uniqueness of 'Guaranteed Life'
JD, CLU, ChFC, AEP
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'Free' Life Insurance:
Risks and Costs of Non-Recourse Premium Financing
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Guesses, Projections, Promises and Guarantees
JD, CFP©,    JD, CLU, ChFC, AEP
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Life Insurance: An Additional Asset Class in Difficult Times
JD, CLU, ChFC, AEP
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Serving on Charitable Boards
CLU, ChFC, AEP
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A Helpful Mindset for the Current Times
CLU, ChFC, AEP
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The Limitations of Transactional Planning
and the Power of Continuous Attention
CLU, ChFC, AEP
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The One That Got Away: A thorough review of your
existing life insurance policies is necessary, not optional
CLU, ChFC, AEP
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