Plan Administration and Service Center
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Library - Learning Center
Institutionally-priced Life Insurance (ILI) represents a different level of planning asset built specifically to take advantage of:
Result is a superior fund, cash, tax and risk management container for those expected to live the longest.
ILI serves (1) as a fund investment alternative that (2) secondarily provides added financial protection.
The result is a lower lifelong total cost-of-investing plus financial protection.
Co-Authored Articles and Presentations
E. Randolph Whitelaw, AEP (Distinguished) and Charles M. “Mark” Whitelaw
April 2015 - Society of Financial Service Professionals - Risk Management
A review of the consumer disclosure problems relative to EIUL's fit in a consumers financial or trust planning.
June 2015 - Society of Financial Service Professionals - Financial Planning
A review of the fund investment and risk management alternative used by CFO's since 1986 and now available for affluent individuals and trustees.
Suitability, Policy Design and Policy Management Considerations to Maximize the Probability of a Favorable Outcome
Examples of the EIUL Deceptive Sales Process and Guide for Policy Re-illustration and Planning Rehabilitation
Sept 2015 Tax Facts Article reviewing NAIC AG49 and the need for Consumer Intervention and Rehabilitation.
PPT version of Sept 2015 Tax Facts Article by same name reviewing NAIC AG49 and the need for Consumer Intervention and Rehabilitation.
Mark Whitelaw is a contributing writer to the E. Randolph Whitelaw and Henry Montag book “The Life Insurance Policy Crisis”. ABA Book Link
|C. M. Whitelaw|
|J. A. Whitelaw|