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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).
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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