Recent Presentations

  • "Planning with Life/LTC Insurance Combo Products," Financial Planning Association - New York, May 15, 2014. Handout
  • "Challenges in Providing Competent Advice About Annuities," NY NAPFA Study Group, November 20, 2013. Handout
  • Webinar: "Understanding No-lapse Universal Life Policies," February 7, 2013
  • "Opportunities and Pitfalls with Today's Life Insurance Products," AICPA Advanced Personal Financial Planning Conference, Las Vegas, January 21, 2013. Handout
  • "An Overview of the Life Insurance Marketplace," NAPFA East Conference, Baltimore, November 7, 2012. Handout
  • "Life Settlements: Understanding the Process, Avoiding the Pitfalls," Advisors4Advisors.com webinar, January 20, 2012
  • "Introduction to the life insurance marketplace", Lower-Income Households and the Life Insurance Marketplace, Ford Foundation, New York City, October 27, 2011.
  • "Understanding Life Insurance and Annuities," New York State Society of CPAs — Nassau CFO Committee," December 9, 2010.
  • "Reviewing and Understanding Life Insurance," Nassau County Chapter of the Society of Financial Service Professionals, April 21, 2010.
  • "Deconstruction of a Split-Dollar Life Insurance Agreement," Insurance Society of Philadelphia CLE, January 30, 2008.
  • "Understanding No-Lapse Universal Life," NAPFA/Northern California Virtual Study Group, October 17, 2007.
  • "Life Settlements - Selling A Life Insurance Policy: Advising Your Clients," NAPFA Northeast/Mid-Atlantic Virtual Study Group, October 10, 2007. Handout
  • "Selected Topics in Insurance: How Fee-Only Financial Advisors Can Add Value," NAPFA Boston Virtual Study Group, September 27, 2007. Handout
  • "Selected Topics in Insurance: How Financial Advisors Can Add Value," Alliance of Cambridge Advisors, July 26, 2006. Handout
  • "Shortening Your To-Do List With Real Options Analysis," NAPFA/New York City Study Group, March 8, 2006. Handout
  • "Nontraditional Roles for Actuaries," Society of Actuaries Annual Meeting, November 14, 2005, New York City.
  • "Understanding No-Lapse Universal Life," NAPFA/New York City Study Group, October 11, 2005. Updated handout
  • "Annuities: Beyond the Sales Pitch," 2005 Eldercare Conference, Foundation for Accounting Education, August 11, 2005, New York City. Updated handout
  • "Life Insurance: Selected Topics for Financial Advisors," The Alpha Group, March 17, 2005, New York City. Handout
  • "Insurance Planning," New York Society of Security Analysts, March 10, 2004, New York City.
  • "Making Good Decisions About Life Insurance," AICPA Personal Financial Planning Technical Conference, January 6-8, 2003, Phoenix, Arizona.