PUBLICATIONS

Now More Than Ever – Why Today’s Insurance Dedicated Fund Investment Options Make Sense for the Corporate-Owned Life Insurance (COLI) Market 

By Cameron Vail, March 2021

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

By Jonas Katz SALI IDF Portal, 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-Phillips Financial 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 Cohn Trust & Estates, August 2010