Articles & Publications

Articles & Publications

Press Releases

• A Confident Leader – By: MDRT
• Jim Pittman Nominated to the MDRT Executive Committee
• Frequently Asked Questions – Jim Pittman
• Jim Pittman Appointed to Board of  Million Dollar Round Table

Articles

• Institutional Pricing for Life Insurance Products: Why You Deserve It
• Installment Sale to an Intentionally Defective Irrevocable Trust
• Importance of Life Insurance Policy Reviews
• Life Insurance – It’s More Than Death Insurance
• Life Insurance Product Trends for the Ultra-Affluent Market, What’s Selling and Why – By: The Wealth Channel
• Life Insurance Basics: Types of Life Insurance Policies
• An Assessment of Life Insurance Policyholder Protections
• Long-Term Care Product Alternatives March 2012

Concepts & Ideas

• Benefit Planning and Business Protection Strategies
• Key Person Insurance
• Buy-Sell Plans
• Using Life Insurance to Protect a Business Installment Sale
• Section 162 Executive Bonus Plan
• Paying for Long Term Care

Due Care Bulletins

• 2015 & 2016 In-Force COI Increases: Background, Perspective, and Considerations
• A Summary of the American Taxpayer Relief Act of 2012
• Assessing the Impact of Low Interest Rates on Life Insurance Products
• Analysis of Life & Health Insurer Impairments

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