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In Focus #54: January 18, 2010


Perspectives on 2009 and Beyond


Delegation for Plan Sponsors


Predictably Unpredictable; Estate Planning for 2010


Lightening the Financial Load of Life Insurance Products


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Variable Life Insurance | Role of Life Insurance | Purchasing New Life Insurance | Tax Issues | Settlements

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).


Lightening the Financial Load of Life Insurance Products (PDF)
Life Insurance Options for Tough Times (PDF)
Words of Caution (PDF)
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)
VUL Policies Work with Astute Management


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


Life Settlements


The Unsettled State of the Life Settlement Market






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Always consult an attorney and/or investment adviser when building and protecting your wealth.

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