News

 ThinkAdvisor Author Interview 11.21.2014

https://www.thinkadvisor.com/2014/11/21/dont-let-catastrophe-ruin-your-financial-life-2/

 

Recent Author Professional Publications

http://www.lifehealthpro.com/2015/01/09/6-things-advisors-should-know-about-qlacs?t=fixed-indexed

http://www.lifehealthpro.com/2014/03/19/a-dying-moms-request?t=fixed-indexed

http://www.lifehealthpro.com/2014/03/06/spias-and-the-second-marriage-man

http://www.lifehealthpro.com/2014/04/24/its-splitsville-divorce-and-spias?t=fixed-indexed

https://www.linkedin.com/groups/Partial-1035-Exchanges-Annuitization-Possible-4573313.S.177725180

 

NY Times Annuity Retirement Income Response

http://www.nytimes.com/2014/06/07/your-money/Annuities-provide-retirement-income-guaranteed.html?emc=eta1&_r=1

 

Annuity Protection

http://www.lifehealthpro.com/2014/08/22/annuities-a-love-story

http://www.forbes.com/sites/jeffreybrown/2014/05/22/use-life-annuities-to-protect-your-future-self/

 

More Annuity Protection Needed

http://www.marketwatch.com/story/the-biggest-retirement-risk-no-one-talks-about-2014-05-08

 

Wiped out by Madoff

http://money.cnn.com/galleries/2009/news/0906/gallery.madoff_victims/index.html

 

Consumer Reports Elder Financial Abuse

http://www.consumerreports.org/cro/magazine/2013/01/protecting-mom-dad-s-money/index.htm

 

10 Most Infamous Family Inheritance Feuds

http://www.dailyfinance.com/2011/06/06/the-10-most-infamous-family-inheritance-feuds/

 

IRA Deduction History

http://www.forbes.com/sites/kellyphillipserb/2011/06/27/deduct-this-history-of-the-ira-deduction/

 

Debtor/Creditor & Legal News

http://www.msn.com/en-us/money/news/americans-face-post-foreclosure-hell-as-wages-garnished-assets-seized/ar-BB9dmPO

http://www.forbes.com/sites/jayadkisson/2014/07/18/the-uniform-voidable-transactions-act-whats-with-the-name-change/

 

Civil Asset Forfeiture

http://mobile.nytimes.com/2014/10/26/us/law-lets-irs-seize-accounts-on-suspicion-no-crime-required.html?partner=rss&emc=rss&smid=tw-nytimes&_r=2&referrer=

http://www.ij.org/part-i-policing-for-profit-2

http://www.newyorker.com/magazine/2013/08/12/taken

http://preview.msn.com/en-us/news/us/innocent-motorists-caught-in-seizure-net-face-costly-fights-to-get-their-money-back/ar-BB2AkqP

 

Inherited IRA Not Exempt From Creditors

http://www.forbes.com/sites/jayadkisson/2014/06/12/inherited-ira-not-exempt-from-creditors-in-bankruptcy-says-sotomayor/

 

Filia Responsibility Laws

http://info.diservices.com/blog-disability-insurance/bid/353564/filial-responsibility-what-you-need-to-know?utm_content=7329889&utm_medium=social&utm_source=linkedin

http://en.wikipedia.org/wiki/Filial_responsibility_laws

http://www.lifehealthpro.com/2012/05/22/filial-responsibility-and-long-term-care

http://www.elderlawanswers.com/requiring-adult-children-to-pay-for-aging-parents-7666

 

Reversionary Annuities

http://www.lifehealthpro.com/2014/08/11/why-reversionary-annuities-may-be-the-multitasking?utm_content=buffer13a0c&utm_medium=social&utm_source=linkedin.com&utm_campaign=buffer

 

Fixed Annuity Sales Rising 2014

http://www.lifehealthpro.com/2014/09/03/fixed-annuity-sales-rising-in-2014-but-why-now

 

Elder Financial Abuse

http://articles.sun-sentinel.com/2014-09-05/news/fl-royal-palm-elderly-porsche-exploit-20140905_1_77-year-old-man-caretaker-neighbor

 

Life Insurance Industry News

http://www.lifehealthpro.com/2014/06/05/life-insurers-scrape-for-yield?page=2

 

Deferred Income Annuity (DIA) News

http://retirementincomejournal.com/issue/may-16-2014/article/metlifes-new-dia-and-its-competition

http://annuitynews.com/article/DIAs_Are_More_Flexible_Than_You_Think_Cloke/521924#%2EU6uPiCe9KSN

 

New Qualified Longevity Annuity Contract (QLAC) 07.01.2014

http://www.lifehealthpro.com/2014/07/18/5-qlac-questions-and-answers

http://www.financial-planning.com/news/annuities/tax-strategy-irs-longevity-annuity-rules

 http://www.lifehealthpro.com/2015/02/03/are-you-ready-for-a-longevity-annuities-tsunami

 

Framing Annuity Transactions

http://www.cnbc.com/id/102155371?trknav=homestack:topnews:18

http://www.investmentnews.com/article/20141103/FEATURE/141039973

https://www.thinkadvisor.com/2014/09/29/when-history-and-finance-go-wrong/

http://annuityoutlookmagazine.com/2014/09/explaining-and-measuring-return/

http://annuityoutlookmagazine.com/2014/07/income-annuities/

http://www.lifehealthpro.com/2014/07/08/how-to-frame-annuities-more-attractively?

http://www.lifehealthpro.com/2015/03/24/heres-why-annuities-will-be-the-most-important-inv?t=fixed-indexed

 

Life Insurance Company In Trouble

http://www.bankrate.com/finance/insurance/life-insurance-company-went-broke.aspx

http://www.gao.gov/assets/160/151740.pdf