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Problems with Equity Indexed Universal Life Insurance

Sections Newsletter author E. Randolph Whitelaw, AEP (Distinguished), drawing from his article in the April 2015 Risk Management Section newsletter, will discuss problems with equity indexed universal life insurance, including: What is the appropriate... more

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    RE: Disability Trust

    Posted in: Retirement Counse...

    My experience: the court said to put the money into an structured settlement immediate annuity. Providing the guarantee of lifetime income was paramount to the court....

  • Neil M. Cubberley, LUTCF,ChFC,CLU,CASL

    RE: Disability Trust

    Posted in: Retirement Counse...

    Absolutely. I never make any changes or investments without first consulting with all concerned and have their approval.

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    RE: Disability Trust

    Posted in: Retirement Counse...

    It would, I think, be imprudent for a trustee to proceed without a written investment policy statement. As Neil notes, there maybe a need to add fixed income and maybe...

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