selected publications
-
article
- Debunking the capitalization myth.. Best's Review. 99
- Illustrating the issue.. Best's Review. 98
- Buy term or cash value? The debate continues.. Best's Review. 96
- The nature and causes of variation in insurance policy yields: Whole life and universal life.. Journal of Insurance Issues. 23:30-47. 2003
- Anticipating the benefits.. Best's Review. 2002
- On the merits of in-force cash value life insurance.. Journal of Financial Service Professionals. 56:69-75. 2002
- An examination of policy yields: Participating whole life and universal life.. Journal of Financial Service Professionals. 55:66-70. 2001
- Suitability and life insurance policy replacement: An analytical tool.. Journal of Insurance Regulation. 18:427-447. 2000
- Changes in mutual life insurer ownership form.. Journal of Financial Service Professionals. 53:52-58. 1999
- An analysis of life insurance illustrations.. Journal of Insurance Regulation. 15:480-501. 1997
- Illustrated versus actual universal life insurance cash values.. Journal of the American Society of CLU & ChFC. 51:60-65. 1997
- Illustrated versus actual universal life insurance cash values.. Journal of the American Society of CLU & ChFC. 51:60. 1997
- Buy Term or Cash Value? The Debate Continues - Because of the competition between term and cash value products, it's important for the industry to understand all of the factors such as risk levels, credited interest rates, surrender. Mortality and expense charges related to both these policies.. Best's Review. 1996
- Measuring the financial impact of backdating a life insurance contract.. Journal of the American Society of CLU & ChFC. 49:72-76. 1995
-
book
- Life Insurance Analysis: Policy and Company Performance.. Marina del Rey, CA: IONA Pub.. 1996