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Insurance-Dedicated Funds 101 – Growth, Trends and Next Steps

By Jonas Katz Hedgeweek / hedgeweek.com, September 2018

The Simplicity of a Private Placement Variable Annuity (PPVA) Investment Account

By Aaron Abrahms Trust & Estates / wealthmanagement.com, July 2014

IRS Clarifies the Structuring of Insurance Dedicated Funds

By Michael B. Liebeskind Trust & Estates / wealthmanagement.com, June 2014

Tax-Efficient Investing Through Private Placement Annuity and Life Insurance Investment Accounts

By Aaron Abrahms Trusts & Estates / wealthmanagement.com, May 2014

Charitable Planning With Private Placement Annuities

By Michael B. Liebeskind and Eric Naison-PhillipsFinancial Advisor Magazine, February 2014

Private Placement Variable Annuities

By Edward J. Finley II & Michael B. Liebeskind Trust & Estates / wealthmanagement.com, December 2012

Planning Makes Perfect

By Michael B. Liebeskind and Eric Naison-Phillips Private Asset Magazine, October 2012

Hot Topics in Insurance Planning: Private Placement Insurance

By Jonathan M. Forster, Michael B. Liebeskind, and Jennifer M. Smith The Association for Advanced Life Underwriting, Fall 2011

Domestic Private Placement Life Insurance

By Mike CohnTrust & Estates, August 2010