Published Articles                    

NAPFA Advisor
June 2007

'The Fiduciary Role of the Fee-Only Advisor in Risk Management'

Investment News
October 2006

'Insurance agent not the best fit for wealth team'

Investment News
April 2006

‘Battle Over Broker Rule Heightened by SEC Guidance’

Investment News
September 2005

‘The missing fiduciary standard: Full disclosure of risk’

Senior Consultant
June 2004

‘Are Advisors Neglecting Their Fiduciary Responsibility’

Financial Advisor Magazine
November 2002

‘Survivorship Life and the “Sunset” Provision’

Financial Advisor Magazine
July 2002

‘Understanding VUL Policies’

Probe “FlashPoint”
March 2002

‘How Compensation Impacts Policy Design’

Journal of Financial Planning
October 2001

‘The Cost of Selling Illusions’

Advisor Today Magazine
June 2001

‘Illustrations: Form Over Substance”

Financial Planning Magazine
May 2001

‘Crossover with Low-Loads’

Financial Planning Fee-Based Guide
1998

‘Fee Planning with Low-Load Insurance’

Life Insurance Selling
September 1997

‘Low-Load Variable Life for the Constant of Change’

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